Data Security
Agentforce
Compliance

Streamline Salesforce Security to Accelerate Your Next Innovation

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Eoghan Casey
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Field CTO | Field Technology Strategist, Own from Salesforce
Eric Goldberg
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Senior Product Marketing Manager, Security

I had a very nice surprise at a recent Agentforce event. A customer approached me, their face absolutely lit up with excitement, and they said, "Thanks to Own Secure for Salesforce, our InfoSec team LOVES us!" It was such a refreshing reminder of the impact we’re making. It wasn't just about the product—it was about the positive change we brought to their team’s daily experience, transforming frustration into satisfaction.

This customer had struggled with the daunting task of mitigating risk and demonstrating compliance in their Salesforce environment—a job that used to take countless hours of manual work. With Own Secure, they experienced a dramatic shift: what once took hours now takes minutes. This freed them to focus on more innovative projects that directly drive business, increasing their Salesforce return on investment (ROI).

Expanding Salesforce Usage with Confidence

Salesforce is powerful and flexible, but that same flexibility can make maintaining proper security a challenge. Misconfigurations and over-provisioning can create recurring security risks that are hard to keep in check. That's where Secure makes all the difference. It streamlines the process of identifying high-risk data, assessing how well sensitive information is protected, and computing risk scores to prioritize what to fix. More than that, Secure makes mitigation easier and faster. For example, Secure’s 'Who Sees What' Explorer provides multiple ways to quickly and easily remediate permission issues.  One example of this capability to quickly and easily compare users directly on a single screen is shown here.

Secure delivers the added value of one-click automated audit reporting in terms that InfoSec understands. By automating these tasks, Secure not only saves time but gives other stakeholders good visibility into the risk posture of your Salesforce org.

Automating routing security administration and compliance tasks frees up resources that our customers can use to accelerate and expand their Salesforce usage, benefiting their business and increasing return on investment.

Unlocking Value with Own Secure: A Year in Review

This year, we set out to understand how our customers derive value from Secure. Through Customer Advisory Boards and a comprehensive research project, we uncovered how customers leverage Secure to meet heightened security and compliance demands while achieving significant time and cost savings. Here are the key outcomes:

Accelerated Data Classification

Identifying and labeling sensitive data is the foundation for effective Salesforce security, including access, permissions, encryption, and risk scoring. Data classification is challenging for many organizations, especially as they expand Salesforce usage and potentially add thousands of new fields. In Salesforce, data classification is a manual process, requiring each field to be classified individually, which is time-consuming and labor-intensive. For many, the level of effort is too high and they skip data classification, which means that risk mitigation efforts are scattered, reactive, time consuming, and ultimately miss the highest risks, leaving their Salesforce orgs vulnerable and non-compliant.

Secure reduces data classification time by detecting high-risk fields and allowing bulk classification with one click. One insurance company transformed a 10-month project into a few weeks—an 85% time reduction. By embedding best practices from hundreds of implementations, Secure provides automated guidance for efficient and accurate data classification, providing the foundation for effective security and proper prioritization of risk mitigation efforts.

Faster Permissions Management

Managing user permissions can be overwhelming, particularly with complex access structures. According to Salesforce, administrators often spend up to 20% of their time managing user permissions. Despite these efforts, Own Salesforce security risk assessments typically find pervasive overprovisioning, leaving data vulnerable. Secure’s 'Who Sees What' Explorer has become a fan favorite tool, providing a consolidated view of all user permissions and allowing administrators to easily compare users side-by-side and view their full CRUD (Create, Read, Update, Delete) permissions.

This feature helps identify over-permissioned users and streamline profile-to-permission set migrations, leading to a 75% reduction in time spent managing permissions for most customers. One customer saved over 10 hours weekly. Using Secure, organizations can enforce least privilege access, prevent data leaks, and enhance security.

Automated Compliance Reporting

Compliance reporting often strains resources, particularly during audits, as organizations must ensure every detail is accurate and up to date. The process is further complicated by tight deadlines and the need to gather data from multiple sources, which can be overwhelming without the right tools.

Secure keeps organizations 'always audit-ready,' reducing the time needed to generate compliance reports by up to 90%. By automating compliance data collection and documentation that InfoSec understands, Secure enables stakeholders to have real-time visibility. This transparency helps with audits, builds trust, and supports initiatives like exploring new markets or scaling operations.

Simplify Salesforce Security and Compliance

The bottom line: Secure helps organizations make the most of Salesforce. We simplify security and compliance, turning your challenges into manageable tasks that promote growth. With Secure, teams save time and can focus on more strategic initiatives that drive innovation. If you see me at the next Agentforce, I’d love to hear your Own success story.

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Get Started

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Data Security
Data Security
Data Security
Agentforce
Compliance

Get started

Share your details and we’ll contact you shortly to schedule a custom 25-minute demo.

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