The Seer
THE BIG PICTURE
6 Tips to Optimize Your Salesforce Data Recovery Plan
6 Ways Enterprise Data Security Platforms Reduce Salesforce Risks
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 one of the most important data environments in the enterprise. It holds customer records, sales opportunities, support cases, contracts, partner data, regulated information, and often sensitive notes that were never meant to become a security liability. That concentration of business-critical data is exactly why Salesforce risk cannot be treated as a simple access management problem.
The challenge is bigger than knowing who has a license. Modern Salesforce environments include admins, users, service accounts, APIs, connected apps, automation, AI agents, third-party tools, and data exports that can move sensitive information far beyond its original security boundary. At the same time, the pressure to use that data faster is continually increasing. Salesforce research found that nearly 8 in 10 IT security leaders believe security practices must transform as AI use increases, while 48% worry their data foundation is not ready for agentic AI and 55% are not fully confident they have the right guardrails to deploy AI agents.
Enterprise data security platforms help close security gaps by focusing on the data itself: where it lives, who can access it, how it moves, and what risk it creates.
Industry Pulse
How AutoRABIT + nCino Help Banks Drive Salesforce Digital Transformation
7 Ways Salesforce Data Classification Secures Financial Systems
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.
Financial systems don’t fail loudly. They degrade quietly through misclassified data, over-permissioned users, and policies that no longer reflect how the business actually operates. Salesforce sits at the center of many of these systems, holding sensitive financial records, customer data, and operational logic. Yet in many environments, Salesforce data classification is either incomplete or treated as a one-time exercise.
That gap is where risk accumulates.
Data classification is not just about labeling fields. Done correctly, it becomes a control surface for enforcing policy, reducing exposure, and aligning security with how data actually flows through the organization.
Expert Voices
Salesforce AppSec: A Comprehensive Guide to Key Application Security Acronyms
Bring Salesforce Code Security Guardrails into Cursor
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.
To get started with Cursor and AutoRABIT CodeScan, click here.
Development is changing. AI-assisted coding is foundational. Tools like Cursor power developers to write, review, and ship code by embedding intelligence directly into the IDE. But as velocity increases, so does risk. The question isn’t whether teams can move faster. It’s whether they can do so without compromising quality, security, or control.
That’s where the new AutoRABIT CodeScan extension for Cursor comes in.
Beyond the Buzz
How Do Salesforce Deployment Tools Expedite Release Cycles?
CSPM vs SSPM: What Matters for Salesforce Security
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.
Cloud transformation did not simplify security. It distributed it.
Infrastructure, applications, and data now operate across distinct layers, each with its own controls, owners, and failure points. Salesforce sits squarely in the middle of that complexity. It depends on cloud infrastructure, yet its risks are driven by how the application is configured, accessed, and extended.
To manage this, organizations turned to posture management. CSPM and SSPM emerged to bring discipline to different parts of the stack. But they are often misunderstood, deployed in isolation, or treated as interchangeable.
