Skip to content
Cloud security

Your CRM is in scope for audit, whether or not you treat it that way.

Salesforce is secure by design and that is exactly the problem: the assumption leads to complacency. Configuration, code and process are your responsibility, and that is where breaches start.

We published forty-eight pages on Salesforce security because the questions we face in delivery go beyond a configuration checklist.

Our CEO is also our CISO, so security sits inside delivery here. We design for the questions an auditor, security reviewer or future team will ask.

Security services

Platform security

Org-wide defaults, sharing architecture, permission sets, session and login policy, and the configuration drift that creeps in after go-live.

Application & code security

Apex, Visualforce and Lightning Web Components reviewed for injection, CRUD/FLS enforcement, and the sharing keyword mistakes static analysis misses.

Development & deployment

Secure development lifecycle: where security review sits in the pipeline, and how a change reaches production without a person clicking through setup.

Culture & the human layer

The largest attack surface in most organisations is not technical. Awareness, access hygiene and the habits that decide whether controls survive contact with delivery.

2024 Security Awareness Report

Your Data To Defend

Salesforce platform and code security, synthesised from 30+ industry reports and a decade of work inside regulated orgs.

Read the report
PDF, 48 pages, 6 MB · Written by our CEO & CISOThis PDF is not tagged for accessibility. Accessible-format requests.
Cover of Your Data To Defend, the 2024 Salesforce Security Awareness Report
Frequently asked

What a security review should make clear.

View all frequently asked questions
Can you assess the security of our Salesforce org?

Yes. A focused review can answer one defined access or security question. The full assessment screens one org across experience, engineering and security, then investigates up to three agreed priorities in depth. We rank other observed risks and recommend further work where needed. Findings from the agreed investigations include the evidence your team needs to act.

What is a Salesforce org assessment?

It is an independent read of the org you already have. A focused review answers one agreed question with written findings. The full assessment screens one org across experience, engineering and security, investigates up to three agreed priorities in depth, then provides an executive summary, evidence-backed findings and a prioritised plan. Other observed risks are ranked for follow-up.

How do you protect sensitive data?

We apply least-privilege access, secure integration patterns, appropriate environment controls and data minimisation throughout the solution lifecycle. The design is aligned with your policies, risk model and regulatory obligations rather than a generic checklist.

Can we start with an assessment before committing to a larger project?

Yes. An assessment is often the best first step when the symptoms are clear but the cause or priority is not. It gives you an independent view, a practical sequence of work and enough evidence to decide what to fund next.

A security review, before someone else runs one for you.

The security lens of our org assessment covers permissions, sharing, code and audit exposure and tells you what a bank’s reviewer would find.