Salesforce Experience Cloud is a cloud-based platform that helps businesses securely exchange information and documents. This portal software allows users to share data in real-time and on any mobile device. Experience Cloud enables businesses to create and customize digital experiences with connected data, prebuilt apps, and low-code tools. This product allows businesses to create engaging digital experiences for their customers, partners, and employees.
In this article, we will be exploring the importance of a secure Salesforce Experience Cloud Site. This includes the basics of Experience Cloud Security and how to ensure your Salesforce data security remains intact. We would also tackle the importance of keeping your Experience Cloud site security strong and not being vulnerable to unauthenticated users who can readily steal and use your data. This article also addresses common questions and concerns about Experience Cloud security, like configuring Experience Cloud site security settings, monitoring and auditing Experience Cloud security activities, and keeping up with Experience Cloud security’s best practices and updates.
If you want your Secure Salesforce Experience Cloud site to be as bulletproof as possible, keep reading to know more!
Understanding the Basics
The Salesforce Experience Cloud Site Security, protects the data and content shared and accessed through Experience Cloud sites and portals. Achieving a secure Salesforce Experience Cloud site involves setting up permissions, roles, and sharing rules for user types and data objects. Experience Cloud security also leverages Salesforce’s robust security features, such as Shield, Health Check, and Locker Service.
In order to attain a Secure Salesforce Experience Cloud Site, let us first understand some terms to know more about the Experience Cloud Site Security:
User authentication: It is the process of verifying the identity of a user who tries to access an Experience Cloud site. User authentication can be done with username and password, SAML, third-party providers, or OAuth. User authentication is like showing your ID card or passport to enter a building or a country. It proves that you are who you say you are and have the right to access the place- a perfect way to secure Salesforce Experience Cloud site
Authorization: Authorization is also one of the ways to secure Experience Cloud. It is granting or denying access to specific data and actions for a user who has been authenticated.Authorization can be done with permissions, roles, sharing rules, and public groups.
Data protection: Data protection safeguards data from unauthorized access, leakage, or loss. Data protection can be done with clickjack protection, Content Security Policy (CSP), Lightning Locker, Health Check, and Secure Guest User Record Access. Data protection is like having a safe or a lock for valuables or documents. It prevents anyone from stealing or damaging your belongings or information.
Code security in Salesforce: Code security in Salesforce ensures that custom code and components are free from vulnerabilities and follow secure coding practices. Code security in Salesforce can be done with Locker Service, security headers, security scanners, and penetration testing. Think of code security in Salesforce as having a security guard or a scanner for your luggage or packages. It checks that your items are safe and contain nothing harmful or illegal.
If you want to dive deep into the Salesforce Experience Cloud site security, the Salesforce Experience Cloud help page is always available. You can also check other sources or refer to the Salesforce Experience Cloud FAQs.
Why Code Security in Salesforce Matters
Several reports and exposes have shown that being unable to secure a Salesforce Experience Cloud site has led to the public’s leakage of sensitive and restricted information. Salesforce Experience Cloud has over 150,000 customers who entrust Salesforce to safeguard their data in the cloud. This shows how Salesforce Experience Cloud security is crucial to ensuring data privacy, compliance, and trust for businesses that use the cloud-based platform to create and customize digital experiences for their customers, partners, and employees.
A secure Salesforce Experience Cloud site can bring many benefits and positive implications for businesses that use the cloud-based platform to create and customize digital experiences for their customers, partners, and employees. It can prevent unauthorized access, data leakage, and cyberattacks that can compromise the reputation and performance of a business. A secure Experience Cloud site can boost customer satisfaction and retention by providing relevant content and self-service options.
How the Salesforce Experience Cloud Security Works
Data exposure from misconfigured Experience ClouTwo important ways to secure Experience Cloud are user authentication and security. They help protect the data and content that are shared and accessed through the cloud-based platform.
But how do they work?
User authentication is a type of code security in Salesforce that ensures only authorized users can access the site and its features. If you want to access a customer portal, enter your username and password, or use a third-party provider like Google or Facebook, to prove that you are a valid customer. If you use SAML or OAuth, you can also use a single sign-on (SSO) service that lets you access multiple sites with one login.
Salesforce Experience Cloud Site Security grants or denies access to specific data and actions for a user who has been authenticated. With permissions, roles, sharing rules, and public groups, security can be done. It also involves encrypting data, protecting against malicious resources and vulnerabilities, and auditing user activities. If you are a customer, you can only see and edit your own account information, not other customers’ information. If you are a partner, you can only access the data and actions relevant to your partnership, not the business’s internal data. To achieve a secure Salesforce Experience Cloud Site, Salesforce protects your data and content, by providing encryption keys that only you and the business can access.
Security vulnerabilities and how to avoid them:
d sites that allow unauthenticated users to access sensitive data through the REST API.
Disable the default external sharing and use Secure Guest User Record Access to limit the access of unauthenticated guest users to your site’s data and actions.
Clickjacking attacks trick users into clicking malicious elements that can lead to data intrusion, unauthorized emails, changed credentials, or other malicious site-specific results.
Enable clickjack protection, Content Security Policy (CSP), and Lightning Locker to prevent malicious resources and vulnerabilities from loading on your site and components.
Cross-site scripting (XSS) attacks inject malicious scripts into web pages that can steal cookies, session tokens, or other sensitive information.
Use security headers to prevent XSS attacks and use Locker Service to isolate components and enforce secure coding practices.
Common Questions and Concerns
How to configure Experience Cloud site security settings- Various options and features in the Setup menu are available, such as clickjack protection, user authentication, data encryption, CSP and Lightning Locker, sharing sets and criteria-based sharing, permission sets and custom permissions, public groups and roles, guest user profiles, custom domains and SSL certificates, security headers, and Secure Guest User Record Access.
How to monitor and audit Experience Cloud site security activities- Use various tools and features in the Setup menu, such as Health Check, audit trail, event monitoring, security scanner, and penetration testing.
How to troubleshoot and resolve Experience Cloud site security issues- Check for error messages and logs and follow the best practices and standards to ensure Salesforce Data Security. It also involves consulting the help documents and guides, contacting the support team or the community, and reporting the bugs or vulnerabilities.
How to keep up with Experience Cloud site security best practices and updates- You can keep up with Experience Cloud site security best practices and updates by using various sources and channels, such as subscribing to newsletters and blogs, following social media and forums, attending webinars and events, taking courses and certifications, and reviewing the release notes and announcements.
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Practical Applications of a secure Salesforce Experience Cloud Site
A secure Experience Cloud site and portal is vital for industries such as e-commerce, education, healthcare, finance, and government. An e-commerce site can use Experience Cloud security to protect customer data, payment information, and inventory management. A healthcare site can use code security in Salesforce to comply with HIPAA regulations, encrypt patient records, and enable secure communication among providers and patients.
Here are some real-world applications of a secure Experience Cloud site:
E-commerce: Adidas, a global sports brand, used Experience Cloud to create a customer portal that increased online sales by 40% and reduced cart abandonment by 66%. Adidas also used Experience Cloud security features, such as encryption, authentication, and Content Security Policy, to safeguard customer data and payment information and to prevent malicious attacks.
Education: Arizona State University, a leading public research university, used Experience Cloud to create a student portal that improved student engagement and retention by 15% and reduced administrative costs by 50%. ASU also used Experience Cloud security features, such as permissions, roles, sharing rules, and Secure Guest User Record Access, to control data access and visibility and to meet the Family Educational Rights and Privacy Act (FERPA) requirements.
Healthcare: Philips, a global health technology company, used Experience Cloud to create a patient portal that enhanced patient satisfaction and loyalty by 35% and reduced hospital readmissions by 26%. Philips also used Experience Cloud security features, such as Salesforce Shield Platform Encryption, Health Check, and Locker Service, to encrypt patient records, monitor and improve security settings, enforce secure coding practices, and comply with the Health Insurance Portability and Accountability Act (HIPAA) regulations.
To ensure Salesforce data security, we suggest the following practices to follow:
– Define personas with granular capabilities and map them to the appropriate permissions, roles, and sharing rules. This will help you control data access and visibility for users such as customers, partners, employees, and guest users.
– Encrypt data at rest and in transit using Salesforce Shield Platform Encryption or native encryption. This will protect your data from unauthorized access or leakage and help you comply with data protection regulations like GDPR and HIPAA.
– Enable clickjack protection, Content Security Policy (CSP), and Lightning Locker to prevent malicious resources and vulnerabilities from loading on your site and components. This will protect your site and components from cross-site scripting (XSS) and clickjacking attacks, which can steal or damage your data or content.
– Use Health Check, security scanner, event monitoring, and penetration testing to monitor and improve your security settings and identify and fix security issues. This will help you optimize your site’s security performance and efficiency and detect and prevent potential threats or breaches.
– Disable the default external sharing and use Secure Guest User Record Access to limit the access of unauthenticated guest users to your site’s data and actions. This will prevent data exposure to guest users who can access your site through the REST API and help you comply with the Spring ’20 critical update.
In this article, we have learned about the basics of Experience Cloud site security and how to configure, monitor, audit, troubleshoot, and optimize it. We have also discussed common security vulnerabilities and how to avoid them to ensure Salesforce data security. We have also provided examples of how a secure Experience Cloud site can benefit different industries, such as e-commerce, education, healthcare, finance, and government.
Experience Cloud security is essential for ensuring data privacy, compliance, and trust for the users and the business. By following the best practices and tips and using the tools and features, you can create and manage a secure Experience Cloud site to deliver personalized and engaging digital experiences to your customers, partners, and employees.
If you want to learn more, you can check out our sources for this article or contact us for any questions or feedback!