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Service · PlatformSalesforce Security
Salesforce holds some of your most sensitive customer and business data. Controls alone are not enough — they have to be configured correctly, tested, and watched over time. This is a specialisation few advisory firms carry.
Why it matters
Misconfiguration remains the primary cause of data exposure in Salesforce.
The difficulty is not knowing what good looks like. It is holding the balance between user access, team productivity and data protection — without slowing the business down, in an org that changes every week.
Our assessment covers the whole ecosystem: configuration, permission model, integrations and code, plus the agentic AI layer now acting on the data behind them.
Protecting Salesforce means protecting the business.
Governance and configuration
Org-wide defaults, administrative controls and the security settings that set your floor.
Access and permissions
Profiles, roles, permission sets and privileged access, assessed for least privilege.
Integrations and code
Connected apps, APIs, OAuth scopes, plus Apex and Lightning component review.
Agentic AI governance
What an AgentForce agent may reach and what it may do with it, expressed as policy.
Four movements, every time.
Scaled to the environment — from a six-week engagement to a multi-year program.
Assess the whole surface
A structured review across every critical Salesforce security domain.
Rank by exposure
Findings ordered by what they would actually expose, not by setting count.
Design the remediation
A roadmap that preserves agility instead of freezing the platform.
Keep it true
Continuous drift detection through AgentForce Shield once the baseline is set.
What you receive.
Deliverables
- Full Salesforce security assessment across every critical domain
- Permission and sharing model analysis with least-privilege recommendations
- Integration and connected-app risk review
- Actionable security roadmap, sequenced against business constraints
- Monitoring, alerting and control design for the post-assessment period
Ideal for
- Salesforce-first organisations holding regulated customer data
- Teams whose org has grown faster than its permission model
- Companies preparing a Salesforce environment for audit
- Organisations deploying autonomous agents on production data
Salesforce as a secure, trusted and resilient platform — reduced attack surface and audit readiness, without losing operational agility.
AgentForce Shield
The product that keeps the assessment true between two engagements.
Frequently combined with.
Let's talk about salesforce security.
Tell us the environment and the constraint. A senior advisor answers — not a sales team.