How to Implement Zero Trust Security When Integrating with Salesforce?

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How to Implement Zero Trust Security When Integrating with Salesforce?

Posted by Shiv Devinarayanan

minutes read

In the era of ever-increasing cyber threats, securing your organization’s data and infrastructure is crucial. As a Salesforce technical architect, you must be aware of the importance of implementing a robust security framework. In this blog post, we will explore how to implement Zero Trust security when integrating with Salesforce to safeguard your data and ensure seamless connectivity. Let’s dive deep into the technical aspects, use cases, and examples that will help you master this cutting-edge security strategy.

Understanding the Importance of Zero Trust Security in Salesforce Integration

As your organization relies more on Salesforce for managing customer relationships, sales processes, and marketing efforts, it becomes a prime target for cybercriminals. Adopting a Zero Trust security model ensures that every access request is authenticated and authorized, significantly reducing the risk of data breaches and unauthorized access.

Key Principles of Zero Trust Security for Salesforce Integration

To implement a Zero Trust security model in your Salesforce integration, consider the following principles:

  • Verify explicitly
  • Apply for least privileged access
  • Assume a breach
  • Micro-segmentation
  • Multi-factor authentication (MFA)
  • Continuous monitoring and analytics

Implementing Zero Trust Security in Salesforce Integration: A Step-by-Step Guide

Step 1: Verify Explicitly

Use Case:To implement Zero Trust Security, the company would configure MFA and Conditional Access Policies to verify that only authorized users, devices, and applications can access the data.

Example: To ensure every access request is verified, use Salesforce’s OAuth 2.0 authentication protocol. This protocol requires users to authenticate with their Salesforce credentials and obtain an access token before they can access data from Salesforce APIs. By enforcing this authentication method, you ensure that only verified users can access your organization’s Salesforce data.

Step 2: Apply for Least Privilege Access

Use Case: Limiting API access to only necessary users and systems reduces the risk of unauthorized access to sensitive data. In Salesforce, you can achieve this by configuring profiles, permission sets, and sharing rules to restrict access to specific objects and fields.

Example: For a Salesforce integration with a billing system, only grant access to the required objects (e.g., Account, Contact, Opportunity) and related fields, rather than providing full access to all objects and fields.

Step 3 Example: Assume Breach

Use Case: Implement monitoring and detection capabilities to identify potential breaches quickly. Salesforce Shield provides features like Event Monitoring, Field Audit Trail, and Platform Encryption, which help track user activity, maintain a history of data changes, and encrypt sensitive data at rest.

Example: Configure Event Monitoring to track API calls and create alerts for unusual patterns or volume, indicating a potential breach.

Step 4: Micro Segmentation

Use Case: A company has a Salesforce integration with a third-party analytics platform. To implement Micro-segmentation, the company would configure access controls that limit access to specific data sets and fields based on users’ roles and responsibilities.

Example:Use Salesforce’s sharing model to segment data access between users, roles, and departments. Create separate sharing rules for different departments, like Sales and Marketing, to ensure that users can only access data relevant to their job functions.

Step 5: Multi-factor Authentication (MFA)

Use Case: MFA can come in play when a company has a Salesforce integration with a payment processing system like Stripe. To implement Encryption, the company would configure TLS encryption for data in transit and use encryption at rest to protect sensitive data in databases or storage.

Example: Implement Salesforce MFA to add an additional layer of security. Require users to provide a second form of identification, such as a mobile device or security token, before gaining access to Salesforce.

Step 6: Continuous Monitoring and Analytics

Use Case: Monitor and analyze user activity in Salesforce by leveraging the built-in Salesforce reporting and dashboard capabilities or integrating with third-party security information and event management (SIEM) tools.

Example: Create reports and dashboards to monitor user login history, failed login attempts, and data export activity, helping to identify potential security threats in real time.

Best Practices for Achieving Zero Trust Security in Salesforce Integration

Now that we’ve covered the key principles and steps for implementing Zero Trust security in Salesforce integration, let’s discuss some best practices that can further enhance your security posture.

Regularly Review and Update User Access

Continuously audit user access to ensure that the principle of least privilege is maintained. Regularly review user profiles, permission sets, and sharing rules to identify any unnecessary access and adjust as needed.

Monitor and Manage Connected Apps

Connected apps are external applications that integrate with Salesforce via APIs. Keep track of these apps and ensure that they adhere to your organization’s security standards. Regularly review and revoke access for unused or deprecated connected apps to minimize potential risks.

Secure Data Transmission

Ensure that data transmitted between Salesforce and integrated systems is encrypted both in transit and at rest. Use secure protocols like HTTPS and TLS for communication and leverage Salesforce Shield’s Platform Encryption for data encryption at rest.

Conduct Security Awareness Training

Educate your users about the importance of security best practices, such as strong password policies, recognizing phishing attempts, and reporting suspicious activity. Regular security awareness training can significantly reduce the chances of human errors leading to security breaches.

Stay Updated on Security Patches and Releases

Always keep your Salesforce environment and integrated systems up to date with the latest security patches and releases. Regular updates help protect your organization against known vulnerabilities and ensure the stability of your integration.


Implementing Zero Trust security when integrating with Salesforce requires a proactive and vigilant approach. By following the steps outlined in this blog post and adhering to the best practices, you can significantly enhance your organization’s security posture, safeguarding critical data and resources. Embrace the power of Zero Trust security and provide your organization with a robust and resilient security framework that can withstand evolving cyber threats.

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