Salesforce security and privacy updates for 2020

I don’t know about you, but Salesforce Releases always leave me energized and excited for what’s to come. There are more features than you can shake a stick at, most of them fun, but some of them serious. Although the fun stuff is pretty cool, let’s talk about the more serious side of Salesforce for a bit.

We all know the importance of Security and Privacy in Salesforce. Customers not only demand, but expect that we, as the protectors of their data, take security seriously. Salesforce stays on top of that by continually releasing updates and features throughout the year that we can utilize to protect both our customers, and ourselves. But, it’s also no secret that the large amount of changes that come at us three times a year can be a lot to take in, and overwhelming to execute.

However, we’re here to make that easier! The Summer ‘20 Release, although a little delayed, has not disappointed in the robust tools it contains that we can take advantage of to provide better privacy and security. Here are 5 Important Security and Privacy Updates in the Summer ‘20 Release that Every Admin Should Know!

  1. Security Command Center (Beta)

    A pattern we are seeing with increased security and privacy practices is a recurring theme of getting the information in front of you, as quickly, organized, and efficiently as possible. In the Summer ‘20 Release, Salesforce is introducing the Security Command Center, an easy-to-access app with interactive dashboard components that readily display your health, tenants, and specific System Permissions. You can very easily monitor those oft buried permissions like View All Data, and Modify All Data, with visibility into activity regarding those fields, such as recent assignments and by whom.  It also stores data for up to 6 months to allow you to do some deeper digging, should it be warranted. This, along with the next one on our list can help make you more aware about the goings on in your org!

  2. Release Updates (Beta)
    • sf release updates 2020
    • This feature is surely going to make your life so much easier! We’re thoroughly impressed with this easy to use feature. The Release Updates is a simple user interface that provides you with a plethora of information in an easy to digest page. Not only does it blatantly highlight in red the features that need immediate attention, but it also tells you the recommended deadline to perform the updates, and the purpose they serve.  You can also check this periodically in order to better plan out these changes in the coming weeks or months so you’re not caught off guard.
    • Salesforce privacy changes
    • You can also see exactly what’s changing, who is affected by those changes, and how it impacts your org overall. And, if you need to gain further understanding for peace of mind, or to be able to communicate these needs to stakeholders within your company, you can access Help & Training and the Trailblazer Community to find out more information.
  3. Customer Consent Channels

    Whether it’s GDPR or CCPA, consumer data privacy is to be taken seriously. This isn’t just a matter of customer preference – there are heavy repercussions for violations of these acts. Salesforce did a lot in Spring ‘20 with Consent objects and channels, enabling you to clearly indicate how the customer preferred to be contacted. With the Summer ‘20 release, you can take it one step further by customizing your own Channel types to connect with your customers even better. Also, you can now store multiple addresses for a contact, and indicate their preferences for consent regarding those addresses. This is a big deal in helping to make your business confident when reaching out and having the most productive impact possible.

    • salesforce consent channels list
  4. Assign New Records Created by Salesforce Site Guest Users to Default Owner

    Anyone who uses Salesforce Communities can attest to what a great tool it can be. Allowing customers to become as self-sufficient as possible is always a Win! Salesforce has stepped up their security so that guest users no longer own records they create. If a default owner is not chosen, then Salesforce will transition the record to the Community owner. This is to align with a Best Practice that only internal users should own records in your org. From what we’ve seen, it sounds like this will be done automatically, so this is definitely worth investigating in your org if you have Communities, to see how it affects other moving pieces, as well. You can check out other best practices and considerations in the help documentation.

    • salesforce assigning new records by guest user
  5. myTrailhead Privacy Statement.

    One way to protect yourself is to make sure your customers are well aware of your Privacy Statement and other Security related information. myTrailhead now allows you to create customized footer links, which you can then use to link to your Privacy Statement, and can even display in different languages. Also, as an added bonus, myTrailhead has removed Salesforce characters and branding, so as to not confuse your customers. Making them feel more secure in seeing only your branding counts when it comes to a customer’s trust in your protection.

Overall, Salesforce has done a great job at providing ways for us to maximize our efforts in safe-guarding ourselves and those who matter the most – our customers. They’ve done a great job of hearing our concerns when it comes to Privacy and Security and, especially with this release, providing more ways to monitor what’s going on in our orgs.

Resources & Further Reading:

Leslie Roberts