Managing user access in #Salesforce is crucial for maintaining security. So how can Salesforce Permission Sets make it easier for you? Check out our guide to learn more about: ✅ The types of permission sets ✅ Best practices for managing permissions sets and groups ✅ Tools for auditing and monitoring user access ✅ and more! https://lnkd.in/dwuHaWUZ #SalesforceAdmin #SalesforceOhana #CRM
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𝗦𝗶𝗻𝗴𝗹𝗲 𝗦𝗶𝗴𝗻-𝗢𝗻 (𝗦𝗦𝗢) It's an authentication process that allows users to access multiple applications with a single login. This is accomplished using a central authentication server that stores the user’s credentials and verifies them for each application. The idea of SSO is not new in the Cloud era. The on-premises identity solutions that enabled businesses to safely link their PCs, networks, and servers in the middle to late 1990s are the source of SSO technology. Around this time, companies started using specialized systems to handle user IDs, such as 𝗟𝗶𝗴𝗵𝘁𝘄𝗲𝗶𝗴𝗵𝘁 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿𝘆 𝗔𝗰𝗰𝗲𝘀𝘀 𝗣𝗿𝗼𝘁𝗼𝗰𝗼𝗹 (𝗟𝗗𝗔𝗣) and 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗔𝗰𝘁𝗶𝘃𝗲 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿𝘆 (𝗔𝗗). After that, they used on-premises SSO or Web Access Management (WAM) products to protect access. 𝗧𝗵𝗲 𝗮𝗰𝘁𝗼𝗿𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗦𝗦𝗢 𝘀𝘁𝗮𝗴𝗲 There are three key players in the SSO game: 𝗜𝗱𝗲𝗻𝘁𝗶𝘁𝘆 𝗣𝗿𝗼𝘃𝗶𝗱𝗲𝗿 (𝗜𝗱𝗣): This is the central authentication server. It’s where you enter your credentials and get verified. Think of it as a high-security building entrance. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗣𝗿𝗼𝘃𝗶𝗱𝗲𝗿 (𝗦𝗣): These individual applications rely on SSO for user login. Your work email, project management tool, and CRM platform can all be SPs. Imagine these as individual offices within the secure building. 𝗦𝗦𝗢 𝗦𝗲𝗿𝘃𝗲𝗿: This is the bridge between the IdP and SPs. It handles the communication and securely transmits authentication tokens between them. Think of it as a secure hallway connecting the entrance to the various offices.
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Sharing my Salesforce learnings journey day 4 📚 💻 ... Lets learn together! Do you hear about Network Access in Salesforce ? Network Access in Salesforce refers to the ability for users to access Salesforce resources from various networks or locations. It involves configuring network settings to control how users connect to Salesforce and ensuring secure access to Salesforce services and data. Lets see with an example: Consider a multinational corporation with offices located in different regions around the world. The company uses Salesforce as its primary CRM platform to manage customer relationships, sales & service processes, and marketing campaigns. Network Access Settings: Trusted IP Ranges - The Salesforce administrator configures trusted IP ranges to allow access to Salesforce from specific network locations, such as corporate offices. Example: The company's headquarters in the United States has a fixed IP range, and the administrator configures trusted IP ranges to allow access to Salesforce only from this range. Similarly, trusted IP ranges are configured for other regional offices. Login Hours - The administrator specifies the hours during which users can access Salesforce from different network locations. Outside of these hours, access may be restricted for security reasons. Example: The company's European offices operate on different business hours compared to the headquarters in the United States. The administrator configures login hours to allow access to Salesforce during the respective office hours for each region. Security Policies - The administrator enforces security policies, such as multi-factor authentication (MFA) or session settings, to enhance security when users access Salesforce from external networks. Example: The company requires users to authenticate using MFA methods, such as one-time codes sent to their mobile devices, when accessing Salesforce from public Wi-Fi networks or personal devices outside the office. By configuring Network Access settings in Salesforce, organizations can establish secure connections and provide reliable access to Salesforce resources from different network locations, ensuring data security and business continuity.
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Microsoft just announced at #MSIgnite that SharePoint Advanced Management (SAM) will play a more prominent role when mitigating the risk of AI data oversharing. Luckily, guest author Antonio Maio, from our partner Protiviti breaks down the complete feature set of #SAM and explains how you can enhance governance and security within SharePoint Online and OneDrive. Antonio's expert analysis provides actionable strategies to leverage SAM for strengthening your #Microsoft #AI Data Security Posture. Don't miss out on these valuable insights that can transform your approach to data management and protection! Read more: https://renco.re/3Z3v718
SharePoint Advanced Management (SAM) in SharePoint Premium
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Are small businesses ready to harness technology for maximum impact? As the digital landscape evolves, there are crucial strategies that can make a significant difference. The recent article outlines ten tech tips that can help small businesses streamline operations and enhance efficiency. For instance, embracing cloud computing allows teams to collaborate from anywhere, while customer relationship management (CRM) systems can transform how businesses track interactions and personalize communication. Additionally, optimizing your online presence goes beyond just having a website; it involves SEO and targeted social media marketing that can connect you to your audience effectively. And don't forget the importance of robust cybersecurity measures to secure your data! What tech tools have you found indispensable in your business journey? I'd love to hear your thoughts and any tips you might want to share! https://lnkd.in/exThi2_p
10 Tech Tips for Small Businesses: Boosting Efficiency and Success - Genesis Creatives, St. Kitts Nevis Web Design and Development
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Consider this our first official circle back of 2025. Check out all the new vendors that joined our Marketplace last quarter ⤵️ Actifile Availability: Global Actifile delivers advanced data security solutions tailored to the needs of MSPs, enabling comprehensive risk management and seamless compliance support. Clerk Chat Availability: NA Clerk Chat transforms business communications by integrating real-time text messaging into your existing applications like Webex, Teams, and Slack. Commvault Availability: Global Commvault provides a robust data protection solution that simplifies data management and enables businesses to recover quickly and efficiently from data loss or disruptions. GoTo Availability: Global Offer your clients frictionless, secure support – the easy and affordable way – with Resolve’s all-in-one remote IT management software. Probax Availability: Global Probax MSP Backup simplifies Veeam's enterprise-grade power by seamlessly integrating with Wasabi's scalable cloud storage, giving MSPs an efficient, automated way to protect physical, virtual, cloud, and Microsoft 365 workloads. Red Sift Availability: Global The award-winning Red Sift application suite is the only integrated solution that combines three interoperable applications – internet-scale cybersecurity, threat intelligence, and innovative generative AI – to help put organizations on the path to cyber resilience. Salesbuildr Availability: Global Salesbuildr enables MSPs to standardize their products and services, create competition-beating proposals and quotes, sell to their customers via branded e-commerce storefronts, and spot up and cross-sell opportunities at a glance via a whitespace selling module. SureImpact Availability: Global SureImpact is a powerful case management and outcomes reporting software designed for social-change makers. This person-centered case management platform offers dashboards and analytics enabling staff to track and measure activities and outcomes for their clients, while providing leadership with powerful insights into program and organization performance and social impact. TruNorth Dynamics Availability: NA TruNorth Dynamics solves business problems using Microsoft Dynamics and Power Platform. TruNorth Dynamics has expertise in migrating legacy systems like QuickBooks, NAV, GP, and Sage to Business Central to help businesses with new implementations, rescuing failed projects, and offering ongoing support.
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The biggest “monster in the closet” for organizations using Microsoft 365 and Copilot? Oversharing of data. Tackle content oversharing with SharePoint Advanced Management; now included with your Copilot license (rollout January 2025). With SharePoint Advanced Management, you gain powerful insights and control over your data security. These tools shine a light on sharing behaviors, helping you identify risks and ensure your sensitive information stays protected. Are you ready to tame the oversharing beast?
Accelerate Microsoft 365 Copilot adoption with built-in content governance | Microsoft Community Hub
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Scenario based Salesforce Sharing and Security Questions ========================================= Question1:- ========================= Your organization has a group of users called “Contract Reviewers”. They should be able to view and edit all contracts in Salesforce, regardless of who owns them, but they should not be able to delete any contracts. How would you ensure that this group has the correct access to the Contract object? To give the “Contract Reviewers” the ability to view all contracts, regardless of ownership, but not delete them: 1. Profiles: – Go to the profile associated with the “Contract Reviewers” group. – Locate the Contract object permissions. – Ensure the “Read” and “Edit” permissions are checked. – Also, ensure that “View All” is checked, so they can view all contracts. – Ensure “Delete” and “Modify All” are unchecked, so they cannot delete contracts or override other specific permissions. 2. Object Settings: – Verify in object settings that they have access to the Contract object and its related lists, page layouts, and other associated components. Using “View All” gives users the ability to view all records of an object, whereas “Modify All” would give them full access, including delete permissions. By providing “View All” but not “Modify All”, you ensure they can view and edit but not delete contracts. Question2:- ========================== You have two teams: Sales and Support. Both teams work with the Account object. The Sales team should see only Accounts where the “Type” is set to “Prospect”, while the Support team should see only Accounts where the “Type” is set to “Customer”. How would you configure this in Salesforce to ensure each team sees only the appropriate Accounts? 1. Profiles: – Create two profiles: one for Sales and one for Support. – Ensure both profiles have at least “Read” access to the Account object. 2. Organization-Wide Defaults (OWD): – Set the OWD for Accounts to “Private”. This ensures that, by default, users can only see Accounts they own. 3. Criteria-Based Sharing Rules: – For Sales: Create a criteria-based sharing rule where if the “Type” of Account is “Prospect”, share the record with the Sales profile with Read access. – For Support: Create another criteria-based sharing rule where if the “Type” of Account is “Customer”, share the record with the Support profile with Read access. Question3:- ==================================== A user in your organization should be able to view all the records of the “Lead” object but should not be able to see a specific sensitive field called “Lead Score”. How would you configure this in Salesforce to restrict visibility to the “Lead Score” field for this user? We can achieve this using Field Level Security
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Unlock the full potential of Microsoft Power Automate with our latest blog post on governance best practices! 🚀 Discover essential strategies to ensure compliance, enhance security, and optimize your automation workflows. Whether you're just getting started or looking to refine your approach, these insights will help you navigate the complexities of governance effectively. Don't miss out on the key to successful automation—read the full article now! 👉 https://renco.re/4dzmiC7
Power Automate: Risks and governance best practices
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Let Economit help you leverage the power of Microsoft Dynamics 365 Business Central in jargon free language that you can relate to. We believe in being a supportive partner throughout the entire process. These types of projects can be the biggest undertakings businesses ever face, so choosing and working with an empathetic partner is key. Here's how we ensure a successful outcome: 1️⃣ Comprehensive Project Management - We outline your business processes and map them to D365 Business Central functionality, ensuring the solution is scoped to meet your specific needs. Economit’s deployment methodology aims to minimise disruption as much as possible. 2️⃣ Tailored Solutions - Our team takes the time to fully understand your business, competitive position and the complexities of your business processes before tailoring a D365 solution to fit your unique requirements. 3️⃣ Expert Consultation - Our team has the D365 expertise to deliver a successful outcome and to ensure your ERP is an investment. We take great care to deliver what you expected at every step in the journey, and we won’t move on to the next stage until you are completely comfortable. 4️⃣ Continuous Support - As your business develops and grows, we can help ensure your ERP system evolves. You might choose to build that capability in-house, or you may decide to partner with us to continue to maximise the inherent benefits of D365. 5️⃣ Understanding your business processes and documenting them – this is a crucial and often overlooked step in any ERP implementation. Implementation success can literally be based on this one important step alone, which is why Economit differs in its implementation methodology. FIND OUT MORE > https://lnkd.in/eSB_Qa7P Trust Economit to deliver a seamless and successful D365 implementation, ensuring your ERP is not just software but a strategic investment in your business's future. Call us on 01332 447447 or email hello@economit.co.uk. Economit, based in Derby, are a leading independent IT consultancy specialising in IT information, Cyber Security, and Data Protection. They offer Fractional CIO, CISO, and DPO services, AI consulting, ISO standards implementation, Cyber Essentials and PCI-DSS compliance, Microsoft Power Platform development, and Microsoft Dynamics 365 Business Central implementation.
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🔍 Struggling with policy compliance? Document attestation is key! In our latest article we explore how organisations can ensure seamless document attestation on their policies, helping to streamline compliance and mitigate risks. Discover practical steps and Microsoft 365 tools that make policy management easier than ever. Read more 👇 #Compliance #PolicyManagement #Attestation #Microsoft365 #SharePoint
How to ensure document attestation on your policies in Sharepoint - Xoralia
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