The Seer
THE BIG PICTURE
6 Tips to Optimize Your Salesforce Data Recovery Plan
6 Mistakes That Quietly Undermine Salesforce Security
In 2024, 30.2% of businesses experienced data loss, up from 17.2% in 2023. A well-planned Salesforce data recovery plan gives organizations the tools and guidance they need to quickly return to operations after a data outage and avoid costly downtime.
There are far too many potential sources of data loss to completely guard against all of them. Those who fail to plan for worst-case scenarios are setting themselves up for loss of consumer trust, compliance failures, and massive amounts of lost money.
Salesforce is the beating heart of many modern enterprises. It holds sensitive customer data, operational workflows, and critical business logic. But while the platform offers robust security features, they’re not a guarantee—just a foundation.
Security failures rarely begin with a breach. They usually start with subtle, overlooked missteps: a role with too much access, an outdated backup protocol, a line of unchecked code. These quiet mistakes often go unnoticed until the damage is done.
Here are six of the most common (and costly) ways organizations unintentionally weaken their Salesforce security posture and what to do instead.
Industry Pulse
How AutoRABIT + nCino Help Banks Drive Salesforce Digital Transformation
Data Drift and Integrity Gaps in Regulated CI/CD Pipelines
Banks looking to streamline processes and increase the value they offer their customers will see huge benefits from combining the power of AutoRABIT and nCino on Salesforce. Banking customers expect state-of-the-art software and mobile capabilities.
Any bank that doesn’t offer these capabilities will fall behind their competition. The financial services industry is among the most frequent targets for cybercriminals. Having a constantly updated data security approach is critical to properly protecting sensitive data.
In the world of Salesforce DevOps, stability is both a mandate and a moving target for regulated industries. Teams often face silent threats despite robust controls: configuration entropy, unexpected sandbox divergence, or test results that don’t match production behavior. These are symptoms of data drift and integrity gaps—two invisible forces that quietly corrode trust in CI/CD pipelines.
If left unchecked, these issues don’t just derail releases. They compromise compliance posture and operational integrity. In regulated industries, where every deployment must be defensible and every environment must be auditable, there’s no room for misalignment.
We’ll explore what these considerations are and what you can do to protect your data:
Expert Voices
Salesforce AppSec: A Comprehensive Guide to Key Application Security Acronyms
UNC6040 Is a Wake-up Call for Salesforce Security Teams
In the realm of application security, many industry experts often refer to acronyms and as a developer, decoding these acronyms is crucial, as they represent key facets of safeguarding your applications.
In this guide, we’ll unravel the top 7 application security acronyms, offering not just their definitions but also insights into how code scanning tools address potential vulnerabilities, along with a glimpse into real-world examples of potential hacks.
In early June, Google’s threat intelligence team exposed a highly sophisticated social engineering campaign by the Shiny Hunters extortion group, classified as UNC6040. This group used voice phishing (vishing) and browser extensions to exploit Salesforce access. The result? Sensitive customer data exfiltrated from global enterprises, including Allianz Life.
The kicker? Salesforce itself wasn’t breached. But it was used.
And that’s what makes this a wake-up call.
Beyond the Buzz
How Do Salesforce Deployment Tools Expedite Release Cycles?
The Hidden Fragility of Highly Customized Salesforce Orgs
Human error is continuously labeled as the leading cause of data loss. Salesforce deployment tools reduce the potential for human error by automating critical quality and security processes in the DevOps lifecycle.
A streamlined release cycle enables organizations to be more flexible and agile in their responses to software needs. Eliminating errors and automating time-consuming manual processes enable faster delivery of features and updates.
Salesforce is one of the most secure enterprise platforms on the market. Its core security program, ongoing patches, and transparent advisories reflect a mature, cloud-first posture.
Most data exposures involving Salesforce don’t originate in the platform itself. They emerge at the edges, where customization, configuration sprawl, and third-party integrations create complex, shifting attack surfaces. In other words: Salesforce is safe; what you build on top of it may not be.
We’ll explore these seven ways Salesforce customizability creates data security vulnerabilities:
