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Better Security in Salesforce: Data Classification

Better Security in Salesforce: Data Classification

Mar 28, 2023

Salesforce is one of the most widely used customer relationship management (CRM) tools in the world. As such, it is a prime target for cyber-attacks and data breaches. To help protect its customers from these threats, Salesforce has implemented a comprehensive set of security measures to ensure that their data and systems are secure. One feature which helps to improve security in Salesforce is known as Data Classification.

What Is Data Classification?

Data classification is the process of categorizing, labeling and organizing data into different classes or categories based on criteria such as sensitivity level, relevance, and purpose and risk profile. The aim of data classification is to make sure that organizations only access the information they need, while also protecting sensitive or confidential data from unauthorized access.

Why Is Data Classification Important for Salesforce Security?

Data classification is important for Salesforce security because it helps to ensure that the right level of protection is applied to each type of data stored in Salesforce. It also makes it easier to monitor and manage user access levels, as well as detect any potential issues or suspicious activity. By properly classifying data into different categories, organizations can significantly reduce the risk of a data breach or other security issue related to their Salesforce environment.

How Does Data Classification Work in Salesforce?

Salesforce provides two main types of data classification: standard and custom. Standard classification allows users to set up pre-defined labels and criteria, while custom classification allows users to create their own labels and criteria. After the data is classified, Salesforce will automatically apply the appropriate level of security to each type of data. This ensures that only authorized users have access to sensitive or confidential information, while also making it easier to detect any suspicious activity or potential security issues.

Data classification is an important element of any data security strategy. It helps ensure that businesses are able to secure sensitive information against unauthorized access, modification, or disclosure. Salesforce provides a range of tools and resources for organizations to use in order to classify their data and protect it from potential threats.

This guide will discuss the various aspects of data classification within Salesforce and how it can help enhance security.

What is Data Classification?

Data classification is the process of organizing data into specified categories based on its sensitivity, content type, or other criteria. The goal of this process is to create a system that ensures only certain individuals with the appropriate permissions have access to sensitive information such as customer credit card numbers or personal health records. Data classification also allows businesses to better understand the type of data they are dealing with and create policies that ensure its safe handling.

Why is it Important?

Data classification helps organizations protect their data from unauthorized access, modification, or disclosure. This process can be used to identify where sensitive information is stored and who has access to it. It also makes it easier for organizations to comply with legal and regulatory requirements around data protection. Additionally, data classification can help reduce the risk of a security breach by making sure that only those with the appropriate permissions have access to confidential information.

How Does Salesforce Support Data Classification?

Salesforce provides several tools and services for organizations looking to implement a data classification strategy. These include:

  • Data Encryption: Salesforce supports various encryption technologies, such as Secure Sockets Layer (SSL), to protect data in transit and at rest.
  • Data Masking: Salesforce can mask sensitive data fields so that only authorized personnel have access to them.
  • Data Leak Prevention (DLP): Salesforce provides a range of DLP features that allow organizations to detect, prevent, and respond to potential data leakage incidents.
  • Content Security Policies: Salesforce allows organizations to customize their content security policies for controlling user activities on the platform.


Data classification is essential for businesses looking to ensure the safety of their sensitive information. By implementing the right tools and resources from Salesforce, organizations can create a secure environment that helps protect against data theft and other security issues. With the right data classification strategy in place, businesses can rest assured that their information is safe from unauthorized access.

By following these best practices, organizations can reduce their risk of experiencing a data breach or other security issue related to their Salesforce environment.

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