Who’s Reviewing Your CRM Security?

If your business uses Salesforce, who’s checking user access, connected apps, and security settings?
Your IT provider, working with your Salesforce administrator, should review these key areas:

🔐 Sign-in protection
Confirm that multi-factor authentication protects user access, including when employees sign in through a single sign-on provider.
👥 User permissions
Check who has administrator-level access and whether elevated permissions still match each person’s responsibilities.
🔗 Connected apps
Review which applications connect to Salesforce, what permissions they have, and how their access is secured.
⚙️ Security settings
Use Salesforce Health Check to identify settings that may need attention and compare your configuration against a security baseline.

Test changes before applying them broadly. The goal is a clear picture of your setup, practical improvements, and defined responsibilities for keeping it secure. To discuss your business’s IT security, reach out to Bernie Orglmeister at support@skyviewtek.com or call 610-590-5006.