You've Changed: Field Audit Trails and the Salesforce Time Machine
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Salesforce Shield helps customers with their data compliance and control requirements. One of the key services it includes is tracking and retaining logs on who and how data is accessed. Field Audit Trail is a new storage mechanism for ensuring your audit data remains serviceable throughout its lifetime. Join us to understand how Field Audit Trail can work in conjunction with Platform Monitoring & Encryption to help you meet your compliance requirements. Watch the video now: https://www.youtube.com/watch?v=Jpoc8vgxH14
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You've Changed: Field Audit Trails and the Salesforce Time Machine
- 1. You’ve Changed! - Field Audit Trail and the Salesforce Time Machine Jonathan Bruce Director of Product Management Salesforce @jonbruce Jennifer McClain Director, Product Management CloudLock @jenniferdigital
- 2. It’s been a busy year...
- 3. CIOs are struggling to balance innovation and compliance RegulationsNew Tech
- 4. World’s Most Trusted Enterprise Cloud Trust is our #1 value Five Elements of Trust Transparency Always on availability Performance at scale Global data centers Enterprise compliance Q1 Transactions 211B + Customers 150k Apps 2M+
- 5. Salesforce Trust Services Infrastructure Services AnalyticsCommunityMarketingServiceSales Apps Network Services Application Services Secure Data Centers Backup and Disaster Recovery 47 Major Releases HTTPS Encryption Penetration Testing Advanced Threat Detection Identity & Single Sign On Two Factor Authentication User Roles & Permissions Field & Row Level Security Secure Firewalls Real-time replication Password Policies Third Party Certifications IP Login Restrictions Customer Audits 150,000+ customers 2,000,000+ apps Sixteen years of innovation on the world’s most trusted cloud
- 6. Introducing: Salesforce Shield Infrastructure Services Network Services Application Services Secure Data Centers Backup and Disaster Recovery HTTPS Encryption Penetration Testing Advanced Threat Detection Identity & Single Sign On Two Factor Authentication User Roles & Permissions Field & Row Level Security Secure Firewalls Real-time replication Password Policies Third Party Certifications IP Login Restrictions Customer Audits Salesforce Shield Platform Encryption Event Monitoring Field Audit Trail New services to help you build trusted apps fast
- 7. Monitor User Activity Know who is accessing data from where Optimize Performance Troubleshoot application performance to improve end user experience Track Application Usage Understand application usage to increase adoption Gain Visibility Into User Actions with Event Monitoring
- 8. Encrypt Sensitive Data While Preserving Business Functionality Seamlessly protect data at rest Encrypt standard & custom fields, files & attachments Natively integrated with key Salesforce features E.g., Search, Chatter, Lookups work with encrypted data Customer managed keys Customer-driven encryption key lifecycle management
- 9. Strengthen Data Integrity with Field Audit Trail Ensure data is accurate, complete & reliable Answers the who, what, when of data changes Establish Data Retention Policies Comply with internal and industry regulations Track and Access Data at Scale Big data back-end for more fields for longer retention
- 10. “I need the ability to audit who has viewed a records regardless of how they access it” - -Summa (SI) -Phillips Sapphire “I have a customer that had an issue where they were hacked a couple months ago. The hack stole someone's SFDC user name/PW and extracted a list of their contacts & customer info. They spent weeks with legal teams, insurance and the like afterwards (big $$). ” - Charles Schwab Security & Audit Use Cases
- 11. “Our case object is the core of our org, and records everything. We have maybe 100 fields on there that track all sorts of metrics – whether it’s a case, various actionable dates, attributes, etc. We’re going need to add even more in order to support the latest product release cases. - Wearable Device Vendor Business Process Use Cases
- 12. Biggest Asks from the Past Year ● New Retention Policy UI - most requested feature! ● True up all objects types for parity with Field History Tracking ● Improved SOQL capabilities ● Round out field type coverage (large text field, multi-select picklists...) ● Longer Retention periods
- 13. Now, You Can Enhance Record Retention Capabilities Keep track of your data evolution and life cycle 3x20 FIELDS PER OBJECTFIELDS PER OBJECT Out-of-the-Box Field Audit Trail Applies to all editions: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer SOQL Bulk API
- 14. Maximize Auditability Without Sacrificing Performance Retain archived field history data up to 10 years, independent of field history tracking 18 10 MONTHS YEARS SALESFORCE FIELD AUDIT TRAIL 1DAY FIELD HISTORY accounts contacts leads opportunities cases custom object custom object custom object custom object custom object custom objectcustom object inspection warehouse inventory position job review badge workstation workstation user story patient medications budgets expenses members points transactions OUT-OF-THE BOX CUSTOM POLICY DATA ARCHIVE bug applicant candidate
- 15. Secure Online Data Archive for Business Compliance Single normalized data set for easier query, storage and accessibility
- 16. Field Audit Trail in a Nutshell Single normalized data set for easier query, storage and accessibility
- 17. What’s Next For Field Audit Trail?
- 18. Moving Quickly to Address Swiss Cheese Effect Biggest asks from the past year include: ● New Retention Policy UI - most requested feature! ● True up - entity types for parity with Field History Tracking ● Improved SOQL capabilities ● Round out field type coverage (large text field, multi-select picklists...) ● Longer Retention periods
- 19. Field Audit Trail - Policy Configuration UI Assess Field Audit risk Org-wide view of field audit tracking in your org Overview of Policies Holistic view of object-specific retention policies Policy Deployment Immediate policy enforcement Available post #DF ‘15
- 20. Demo - Field Audit Trail UI Shawn Butterfield, PMM
- 21. CloudLock Jennifer McClain Director of Product Management [email protected] @jenniferDigital
- 22. USERS & APPS DATA INFRASTRUCTURE ● Behavioral Anomaly ● 3rd Party Apps granted access to data ● Cloud Data Protection & Governance ● Regulatory Compliance ● Audit Logs ● Security APIs CloudLock Enables Customers to Securely Embrace the Cloud
- 23. ITSecurity App Developer Homegrown Apps ISV Cloud Apps Enterprise SaaS force.com PaaS and IaaS Content Classification User Behavior Analytics . . . Encryption Management Apps Firewall force.com IDaaS Configuration Security CloudLock Security Fabric 2.0: Cybersecurity-as-a-Service
- 24. INFRASTRUCTURE CloudLock and Salesforce Shield
- 25. CloudLock Overview Top Use Cases • Account Compromise • Data Breach • Cloud Malware • Regulatory Compliance • Security Ops & Audit
- 26. CloudLock: Healthcare and Financial Policy Packs
- 27. Field Audit Trail in CloudLock’s Security Fabric • Compliance Auditing • Forensics • User Education
- 28. The Future of Field Audit Trails in CloudLock’s Security Fabric • Gain insight into your existing Field Audit Trail configuration from a compliance perspective. • Fine tune your Field Audit Trail settings to enhance platform security • Realize the impact of archival with proper Data Retention Policies. • Prescriptive analytics aid in security & compliance best practices
- 29. The Future of Field Audit Trail in CloudLock’s Security Fabric • Automated, Policy-Driven Response Actions to selectively archive field history
- 30. Thank you