skills
Salesforce SecuritySalesforce ShieldCRM SecurityAudit TrailsEvent MonitoringData EncryptionAccess ControlPrivacy ComplianceField-Level SecuritySecurity Architecture+5
the problem
Mature platform, limited security visibility
starting point
A mature CRM platform with limited security visibility: no systematic event monitoring, incomplete field-level audit history, weak encryption coverage on sensitive fields, and non-production environments refreshed from production data.
what i did
Quick wins first, deeper platform changes sequenced behind them
- Produced a phased, milestone-based hardening plan that sequences quick wins before deeper platform changes
- Designed platform event monitoring for high-risk activity — bulk data exports, privilege changes, login anomalies and report/data access patterns
- Defined field audit trail coverage for sensitive data, giving a defensible evidence trail for compliance and investigations
- Planned encryption of sensitive fields and tightened the access model — least privilege, role and profile review
- Addressed non-production data protection: assessed sandbox refresh practices and defined masking/anonymisation requirements
- Aligned the control set to Australian privacy obligations (Privacy Act/APPs, Notifiable Data Breaches scheme)
engagement flow
How the engagement flowed
Four phases, seven steps — click any step to see what happened and why it mattered.
outcome
From platform defaults to monitored and auditable
Value created
Security posture moves from "trust the platform defaults" to monitored, evidenced and auditable — with sensitive data protected in production and non-production alike.
key capabilities
platform securitymonitoringprivacy compliancephased delivery