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Do you know how to protect your data? For many businesses using Salesforce, the importance of data loss prevention isn’t realized until it’s too late. The worst part about this is that small and medium-sized businesses are facing the biggest risk. According to Cyber Defence Magazine, 61% of data breach victims are companies with less than 1000 employees. Beyond that, data loss and data breaches are on the rise and these numbers are expected to increase over time. So, what can your organization do to prevent data loss? In this post, we’ll tell you more about data loss prevention and explain five ways you can reduce your risk. 

Understand your risk

Understanding your organization’s risk factors is the first step to take when you’re working on Salesforce data loss prevention. Ask yourself: Who has access to your data? How many vendors are you working with? Do you have documented security practices in place? In order to prevent data loss, you have to be aware of the risks and how you’re currently handling your data. Then, you can take that information and create a plan to reduce your risk. 

An alarming number of companies don’t have plans in place to deal with data loss and reduce their risk. So by taking time to understand the realities of data loss and how you can deal with it you’re already a step ahead of your competitors. 

Improve your UI

Improving the UI inside your Salesforce organization may not seem like it contributes to your data security but it can actually have a big difference. When you make changes that positively impact the way that your users interact with Salesforce you decrease the risk of data loss dramatically. For example, could you make processes and actions that your users frequently carry out easier? Can you minimize the amount of information on each page? This is a scenario where less is more. Making Salesforce more manageable and making navigation simple is one way you can quickly create change and reduce the risk of dirty data, duplicated data and ultimately accidental deletion. 

If you want more tips on how to make Salesforce better for your users, we created another post to help you out. You can go here to discover 7 Salesforce admin tips we think you should know.

Use Salesforce health check

Did you know that Salesforce has a dashboard to show you how safe your data is and help you review your security settings? Surprisingly, it’s a feature that a lot of organizations don’t use. However, this is a powerful tool included in Salesforce to give you an overview and ensure that you’re in line with Salesforce’s recommended standards. From this dashboard, you can see a summary score. This will show you a percentage to give you context on how well you’re aligning with the Salesforce baseline standard. If this sounds good to you but you don’t know how to interpret the score, Salesforce gives some insight here:

“If you change your settings to be less restrictive, your score decreases. For example, suppose you changed your password minimum length from eight characters (the default value) to five, and changed other Password Policies settings to be less restrictive. These changes make your users’ passwords more vulnerable to guessing and other brute force attacks. As a result, your overall score decreases, and the settings are listed as risks.”

Salesforce also provides further guidance on how to identify specific risks, fix them and review security across multiple organizations if that’s necessary. Don’t ignore this tool. It’s there as a resource for you at no extra cost. In just a couple of minutes, you can go from having no idea how secure your data is to having a much clearer picture. While your data loss prevention strategy shouldn’t stop here, we absolutely think it’s a good start. 

Train your team

Human error is responsible for the majority of all data loss. That’s why it’s so important to train your team on best practices. You have helped them understand how to keep your data secure. Mistakes happen, and that’s okay. Doing the best you can to prevent them and making sure your team understands what’s on the line it’s important. This type of training encourages users to be more careful.

Beyond that, it establishes a baseline unique to your organization. Putting everything in context helps your team stay consistent and manage data well. When your users are able to do this, they’re less likely to step into common pitfalls and in some cases can help you identify gaps to reduce your risk even more. Being knowledgeable about data should be a priority for everyone who has access to it.

The truth is, the Salesforce recovery service isn’t enough to protect your organization. Having a  Salesforce backup and recovery strategy in place can be the difference between recovering your data in moments and having a data breach impact your organization for months. The Salesforce data recovery service is expensive and it doesn’t allow you to recover all your Salesforce data. 

Have a Salesforce backup & recovery strategy

This is why it’s important for you to consider a third-party solution. For example, Reflection Enterprise allows you to backup data as frequently as you’d like. You can recover data and just a few clicks instead of waiting days or weeks. Having a solution in place beforehand is the single most powerful thing you can do to reduce the risk of data loss for your business.

Want to prevent Salesforce data loss?

We’re here to help. Our solution, Reflection Enterprise is a next-generation Salesforce data backup and recovery solution that lets you execute on-premise or cloud backup, replication, restoration, and integration of Salesforce data all in one platform. All these features allow you to manage data better and be confident that you are in the clear if your organization ever faces data loss. Want to know more about Reflection Enterprise? You can start a free trial today or schedule a demo with our team by clicking here.

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