The Critical Role of Compliant Software in Salesforce Operations

Organizations need to use compliant software with Salesforce processes. This requirement will ensure the organization is meeting industry standards and regulations. Compliant software also ensures internal policies created for sales, marketing, and customer service teams are followed within Salesforce.

Join us in the article below to learn why Salesforce compliance features are essential for business operations. We also discuss Titan, a compliant software solution for Salesforce, so stick around until the end.

Remember to check out the Salesforce Trust and Compliance documentation on their official website. It provides the latest information for all Salesforce services.

Understanding Salesforce Compliance?

Your organization needs to have Salesforce compliance management practices when it must stick to the following rules:

• Regulations
• Industry Standards
• Best Practices
• Internal Policies

When you have compliance in your Salesforce ecosystem, you can trust that data is secure and confidential. This is a requirement for many legal conditions and industry standards.

For example, just by looking at the Salesforce compliance documentation online, you will find information about Security, Privacy, and Architecture (SPARC) for Services. This document covers the following points:

• Architecture
• Security and Privacy Audits
• Certifications
• Administrative, Technical, and Physical Controls

Essential Compliant Software Features for Salesforce

Software compliance standards make sure businesses have access to features that keep data secure and private while processed in Salesforce.

Let’s take a look at some compliant features used in Salesforce:

Salesforce Security Measures and Data Encryption

Businesses use Salesforce’s built-in data encryption tools to keep sensitive data secure. Salesforce security compliance ensures encryption is applied to data at rest and during transit.

Encrypting data when it is at rest means that Salesforce data within the platform is encoded. Salesforce’s encryption tools use algorithms to protect data so that it is safe against unauthorized users.

Data that is in transit or on the move is also encrypted by Salesforce. This means that data transferred from a browser to Salesforce is encoded and protected. For this type of encryption, Salesforce uses industry-standard protocols to safeguard data while it travels online.

User Access Controls and Audit Trails

Salesforce provides access control and audit trail features as part of its compliance measures.

Businesses configure access control settings to manage user permissions. This feature limits access to Salesforce data. Administrators can set up access control based on the following factors in an organization:

• User Roles
• User Profiles
• Permission Sets

Salesforce’s compliance audit software feature monitors changes made to data. You can also track updated configurations and the activity of users in your organization.

These solutions ensure data is kept compliant and can be used as evidence of record-keeping for regulations that require it.

Compliance Dashboards and Reporting

Dashboards are essential for monitoring Salesforce data to ensure that it remains compliant. Salesforce offers visual tools to display the following categories:

• Regulatory Requirements
• Internal Policies
• Industry Standards
• Compliance Metrics
• Key Performance Indicators (KPIs)

Managers benefit by using these dashboards to view their organization's compliance status quickly.

When it comes to Salesforce reporting features, you get to track your organization's documents regarding:

• Salesforce Configurations
• Security Controls
• Compliance Measures

These documents are useful for maintaining data compliance. They can also be used to generate compliance reports. These types of documents are mandatory for regulatory audits. However, they can also be used for internal reviews within the organization.

Salesforce: HIPAA Compliance

HIPAA stands for Health Insurance Portability and Accountability Act. Salesforce is a HIPAA-compliant software helping healthcare organizations handle sensitive data.

Here are a few HIPAA compliance software requirements that Salesforce adheres to:

• Salesforce keeps sensitive patient health information (PHI) encrypted at rest and in transit. This feature is essential for safeguarding PHI from unauthorized users.
• Healthcare organizations can configure access controls in Salesforce. These settings ensure that only authorized users can view and process PHI.
• Salesforce keeps audit trails on the system. This means managers can track who has accessed or edited PHI in Salesforce. Audit trails assist healthcare organizations by providing data to prove that they are compliant with HIPAA regulations.
• With Salesforce, healthcare organizations can maintain data integrity. This means that managers can detect if an unauthorized person has edited PHI on Salesforce. Features like data validation rules and checksums are used by Salesforce admins to ensure that PHI is not interfered with.
• Salesforce ensures healthcare organizations can trust the partnership by offering a Business Associate Agreement (BAA). This contract consists of the responsibilities of all parties and how PHI should be handled. The BAA helps show that data is compliant with HIPAA regulations.

Titan: Compliant Software for Salesforce Order of Operations

If you want to elevate operations while keeping data safe, you can trust Titan. The platform extends Salesforce capabilities and creates digital experiences with no code.

Additionally, Titan takes data security very seriously. For example, this cloud compliance software has considered security a priority in these main areas of its platform design:

• Physical Infrastructure
• Application Infrastructure
• User Level Management Security

Titan integrates directly into Salesforce to bi-directionally sync data between web projects and your database. For this reason, Titan has been designed to protect customer data. Titan is one of the solid cloud compliance solutions, as it is hosted on the AWS Cloud platform.?

Here are a few points worth mentioning:

• Titan is maintained with 99.999% uptime.
• Titan uses a Linux-based virtual machine.
• Titan leverages AWS services for mechanisms to protect customer data.
• Titan ensures data is saved in AWS data centers.

We believe that Titan is a compliant software solution for Salesforce. Here is a list of frameworks that Titan is compliant with:

• GDPR Compliance
• HIPAA Compliance
• 508 Compliance
• ISO Compliance
• PCI SSI Compliance
• CCPA Compliance
• SOC 2

Salesforce: Keeping Data Compliant

Data compliance is essential in the healthcare, finance, and data privacy industries. Various rules must be followed to ensure the right to work with customer data. For this reason, compliant software like Salesforce or Titan ensures your data processing operations follow regulatory requirements.

In this article, we explored a few Salesforce compliance features to show how they make it easy for organizations to stick to regulatory requirements. We also gave an example of a third-party platform that is compliant with the leading frameworks to keep data secure while extending Salesforce capabilities