How to Keep Your Salesforce Org Secure and Up-To-Date -- Ad Victoriam Salesforce Blog

How to Keep Your Salesforce Org Secure and Up-To-Date

Estimated reading time: 5 minutes

It’s a constant sprint to stay ahead in today’s business world. That’s not just about flashy new products or marketing campaigns – it’s about the nuts and bolts of your operation, too. And for many companies, that means keeping their Salesforce® running smoothly. At Ad Victoriam Solutions (AdVic®), we get it. We’re a Salesforce Consulting Partner that believes a secure, up-to-date Salesforce org is the key to unlocking its full potential, keeping your data safe, and giving your team the tools they need to win.

In the spirit of that, we thought it a useful exercise to delve into the key strategies you can implement to ensure your Salesforce org remains secure and benefits from the latest features. In this AdVic Salesforce Blog, we’ll also explore how managed services can help streamline this process and free up your valuable resources.

Staying Up-to-Date with Salesforce Releases

How to Keep Your Salesforce Org Secure and Up-to-Date - Ad Victoriam Salesforce Blog

Salesforce releases new features and updates three times a year: Spring, Summer, and Winter. These updates often include bug fixes, performance enhancements, and exciting new functionalities. Here’s how to leverage them effectively:

  • Review Release Notes: Salesforce provides detailed Release Notes outlining the new features and functionalities in each update. Dedicating time to understanding these notes allows you to plan how to best integrate these advancements into your workflows.
  • Prioritize Updates: Not all updates are created equal. While some may be critical security fixes, others might introduce features you don’t currently need. Evaluate each update based on its relevance to your business needs and prioritize implementation accordingly.
  • Develop a Testing Strategy: Before deploying any update in your production environment, create a robust testing strategy. This typically involves thorough testing in a sandbox environment to identify and address any potential conflicts or issues.

Maintaining Peak Security in Your Salesforce Org

How to Keep Your Salesforce Org Secure and Up-to-Date - Ad Victoriam Salesforce Blog

Salesforce boasts robust security features, but additional steps can further fortify your org’s defenses:

  • Enforce Strong Password Policies: Implement strict password requirements, including minimum length, complexity, and regular mandatory changes. Consider integrating multi-factor authentication (MFA) for an additional layer of security
  • Manage User Permissions Granularly: The principle of least privilege dictates that users should only have access to the data and functionalities they need to perform their jobs effectively. Regularly review and adjust user permissions to minimize potential security risks.
  • Monitor Login Activity: Utilize Salesforce’s login history and monitoring tools to identify any suspicious login attempts. This can help detect potential unauthorized access and enable timely intervention.

Data Backup and Recovery

Data loss can be devastating for any business. Here’s how to safeguard your valuable information:

  • Regular Backups: Schedule regular backups of your Salesforce data, including objects, fields, and configurations. This ensures you have a recent copy of your data in case of accidental deletion or system failure.
  • Data Encryption: Encrypt your sensitive data both at rest and in transit. This adds a crucial layer of protection from unauthorized access, even if a breach occurs.
  • Disaster Recovery Plan: Develop a comprehensive disaster recovery plan that outlines the steps to take in case of a major data loss event. This plan should include clear procedures for data restoration and system recovery.

The Benefits of Managed Services

Maintaining a secure and up-to-date Salesforce org can be a demanding task, especially for businesses with limited IT resources. This is where managed services come in. Here’s what a managed service provider (MSP) can offer:

  • Automated Updates and Security Management: MSPs can automate the update testing and deployment process, freeing your team to focus on core business activities. They can also manage security configurations, user permissions, and ongoing monitoring.
  • Expertise and Proactive Maintenance: MSPs leverage their extensive Salesforce knowledge to proactively identify potential issues and suggest preventive measures. This ensures your org remains secure and optimized for ongoing performance.
  • Reduced Costs and Increased Efficiency: Managed services can be more cost-effective than hiring and training dedicated in-house Salesforce personnel. This allows you to optimize spending and maximize resource allocation.
  • Regular Reporting and Communication: MSPs provide clear and regular reports on the health and security of your Salesforce org. This allows you to stay informed and make data-driven decisions.


Keeping your Salesforce org up-to-date and secure requires constant vigilance and proactive measures. By implementing the strategies outlined above and considering a managed service solution, you can ensure your Salesforce environment remains a secure, reliable, and future-proof platform that empowers your business success.

How AdVic Can Help

Consistent vigilance and a proactive approach are key to maintaining a robust Salesforce org. Partnering with AdVic can significantly ease this burden and empower your team to focus on core business activities. Let’s discuss how we can help you keep your Salesforce org secure and optimized for growth.

Justifying the Need For a CRM. Getting Your Stakeholders on Board - Ad Victoriam Solutions

Related Resources:

What Salesforce Managed Services Can Do For You

The Power of Managed Services in Technology Management

System Upgrades Propel Manufacturers’ Pace Through Managed Services

*Some images courtesy of Salesforce.

Subscribe to the AdVic Salesforce Blog on Feedly:

Ad Victoriam Solutions
Ad Victoriam Solutions helps companies bridge the gap between technology and business insights for greater efficiencies. We can turn even the most complex problems into smart solutions that help businesses perform better and achieve more. We’re cloud and data experts who work across a spectrum of leading-edge applications and technologies to help companies solve critical IT problems - quickly, simply and efficiently.