Monitor and Prevent Insider Risk on Salesforce

✨ Why Insider Risk in Salesforce Is a Real Threat

Salesforce is a treasure chest of customer data — deals, opportunities, PII, and financial records.
But insiders (employees, contractors, or partners) often have broad access to this data. Some do it innocently — exporting data for analysis — while others exfiltrate customer lists before leaving.

Common insider threats include:

• Sensitive Account Access: Employees browsing accounts they shouldn’t.
• Bulk Report Exports: Users downloading customer lists, opportunities, or financial reports in CSV format.
• Off-hours or Off-network Access: Employees accessing Salesforce from unexpected IP addresses or regions.
• Malicious Browsing: Contractors snooping through high-value accounts or competitor data.
• Unauthorized Sharing: Copying Salesforce data into spreadsheets, GenAI tools, or Slack.

Traditional Salesforce audit logs are delayed, hard to parse, and often miss browser-level behavior — like when a user just views data but doesn’t download it.

✨ Strac Salesforce Insider Risk Solution

Strac solves this gap by detecting and alerting for:

• Which accounts, contacts, or opportunities a user visits
• When and what type of reports they download (CSV, Excel, PDF, etc.)
• What data fields or objects they interact with most
• Whether they are accessing Salesforce from an unrecognized IP or device

✨ Real-Time Event Logging and Alerts

Every Salesforce interaction is logged in real time and sent to your Strac console and Slack workspace.

• 🔔 Instant Slack notifications when a user downloads a large report or accesses restricted records.
• 📊 Event log stream that shows who did what, when, and from where.
• 🌍 IP-based risk detection: If a user is logged in from a new location or IP range, Strac immediately highlights it.

This turns your Salesforce into a fully auditable, observable environment — with security and compliance visibility at browser speed.

✨ Fine-Grained Policy Control Based on User Identity and IP

Not all users are equal. Some should access customer data only from office IPs or within certain roles.

Strac enables contextual policy enforcement such as:

• Alert if a Sales Rep in New York accesses California-based customer accounts.
• Block or warn if a contractor’s IP is outside the corporate VPN.
• Notify security if bulk report downloads exceed a defined threshold.

You can configure policies like:

“Alert when any non-admin user downloads more than 3 reports within 10 minutes.”
“Notify if a user from an unapproved IP views a strategic customer account.”

These micro-policies make Salesforce data monitoring dynamic, intelligent, and role-aware.

✨ Integrations and Automation

Strac connects seamlessly with your existing security stack:

• Slack / Teams: Real-time alerts.
• SIEMs (Splunk, SumoLogic): Stream activity logs.
• Ticketing systems (Jira, ServiceNow): Auto-create investigation tasks.
• Email: Instant compliance or audit notifications.

You can even combine Strac’s Salesforce Browser Extension with Strac’s DLP & DSPM platform for full coverage:

• DSPM discovers sensitive data objects in Salesforce (PII, PHI, secrets).
• Browser DLP prevents data from being downloaded, copied, or shared inappropriately.

✨ Why Browser-Level Monitoring Matters

Unlike API-based solutions that rely on Salesforce logs, Strac’s Browser Extension monitors actions as they happen — at the human interaction layer.

That means it captures:

• Page visits (even if not downloaded)
• Copy-paste or export actions
• Session context (IP, device, time)
• File downloads with metadata

It’s like turning on a live camera for Salesforce data activity — not just a rear-view mirror.

Spicy FAQs

How do insider risks differ from external breaches in Salesforce?

External breaches involve attackers exploiting vulnerabilities. Insider risks are authorized users misusing access — often harder to detect because their activity looks normal until analyzed contextually.

How can I detect unusual user behavior in Salesforce?

Use IP-based anomaly detection, activity correlation (e.g., multiple report downloads within minutes), and cross-compare against role-based permissions. Strac automates this for you.

Can Strac prevent insider actions, not just detect them?

Yes. Depending on your policy, Strac can warn, block, or quarantine user actions — e.g., block a sensitive report download or alert security before data leaves Salesforce.

Do I need admin access to Salesforce to deploy this?

No. Strac’s Browser Extension works independently at the browser layer, making it ideal for organizations that can’t modify Salesforce configurations.

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