Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Real-Time Event Monitoring
Real-Time Event Monitoring Definitions
Considerations for Using Real-Time Event Monitoring
Enable Access to the Real-Time Event Monitoring
Stream and Store Event Data
Create Logout Event Triggers
How Chunking Works with ReportEvent and ListViewEvent
Enhanced Transaction Security
Types of Enhanced Transaction Security Policies
Enhanced Transaction Security Actions and Notifications
Build a Transaction Security Policy with Condition Builder
Create an Enhanced Transaction Security Policy That Uses Apex
Best Practices for Writing and Maintaining Enhanced Transaction Security Policies
Enhanced Transaction Security Metering
Test and Troubleshoot Your New Enhanced Policy
Migrate Legacy Policies to the Enhanced Transaction Security Framework
Choose an Event for the Enhanced Policy
Choose Event Fields for the Enhanced Policy Conditions
Create a Policy with a UI or with Apex Code
Differences Between the Legacy and Enhanced Apex Interfaces
Policy Migration Examples
Simple Policy Migration Example
Lead Data Export Policy Migration Example
Advanced Policy Migration Example
Threat Detection
Security Guidelines for Apex and Visualforce Development
PDF

Policy Migration Examples

Use these Condition Builder and Apex examples to help you migrate your legacy policies to the enhanced framework. Migrating involves creating a new enhanced policy that mimics the behavior of your legacy policy.
Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Requires Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.

Before we dive into the Lead Data Export example that we’ve been using, let’s start with a simpler example to showcase the basic concepts.

Note