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You’ve Changed! - Field Audit Trail and the Salesforce Time Machine
Jonathan BruceDirector of Product ManagementSalesforce@jonbruce
Jennifer McClainDirector, Product ManagementCloudLock@jenniferdigital
It’s been a busy year...
CIOs are struggling to balance innovation and compliance
RegulationsNew Tech
World’s Most Trusted Enterprise CloudTrust is our #1 value
Five Elements of Trust
Transparency
Always on availability
Performance at scale
Global data centers
Enterprise compliance
Q1 Transactions211B+ Customers
150kApps2M+
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
AdvancedThreat 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
CustomerAudits
150,000+ customers 2,000,000+ apps
Sixteen years of innovation on the world’s most trusted cloud
Introducing: Salesforce Shield
Infrastructure Services
Network Services
Application Services
Secure Data Centers
Backup and Disaster Recovery
HTTPS Encryption
Penetration Testing
AdvancedThreat 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
CustomerAudits
Salesforce ShieldPlatform Encryption
Event Monitoring
Field Audit Trail
New services to help you build trusted apps fast
Monitor User ActivityKnow 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
Encrypt Sensitive Data While Preserving Business Functionality
Seamlessly protect data at restEncrypt standard & custom fields, files & attachments
Natively integrated with key Salesforce featuresE.g., Search, Chatter, Lookups work with encrypted data
Customer managed keysCustomer-driven encryption key lifecycle management
Strengthen Data Integrity with Field Audit Trail
Ensure data is accurate, complete & reliableAnswers the who, what, when of data changes
Establish Data Retention PoliciesComply with internal and industry regulations
Track and Access Data at ScaleBig data back-end for more fields for longer retention
“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
-Summa (SI)-Phillips Sapphire
“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
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
Now, You Can Enhance Record Retention CapabilitiesKeep track of your data evolution and life cycle
3x20FIELDS 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
Maximize Auditability Without Sacrificing PerformanceRetain archived field history data up to 10 years, independent of field history tracking
1810
MONTHS
YEARS
SALESFORCE FIELD AUDIT TRAIL
1DAY
FIELD HISTORY
accountscontacts leads
opportunities
cases
custom object
custom objectcustom object
custom object
custom object
custom objectcustom objectinspection
warehouse inventory
positionjob
review
badge
workstation
workstation
user story patient medicationsbudgets
expenses
members
points
transactions
OUT-OF-THE BOX CUSTOM POLICYDATA ARCHIVE
bug
applicant
candidate
Secure Online Data Archive for Business ComplianceSingle normalized data set for easier query, storage and accessibility
Field Audit Trail in a NutshellSingle normalized data set for easier query, storage and accessibility
What’s Next For Field Audit Trail?
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
Field Audit Trail - Policy Configuration UI
Assess Field Audit riskOrg-wide view of field audit tracking in your org
Overview of PoliciesHolistic view of object-specific retention policies
Policy DeploymentImmediate policy enforcement
Availablepost #DF
‘15
Demo - Field Audit Trail UIShawn Butterfield, PMM
CloudLock
Jennifer McClainDirector of Product Managementjennifer@cloudlock.com@jenniferDigital
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
IT Security
App Developer
Homegrown Apps
ISV Cloud Apps
Enterprise
SaaS
force.com
PaaS and IaaS
Content Classification
User Behavior Analytics
. . .Encryption
ManagementApps
Firewall
force.com
IDaaS
Configuration Security
CloudLock Security Fabric 2.0: Cybersecurity-as-a-Service
INFRASTRUCTURE
CloudLock and Salesforce Shield
CloudLock Overview
Top Use Cases• Account Compromise• Data Breach• Cloud Malware• Regulatory Compliance• Security Ops & Audit
CloudLock: Healthcare and Financial Policy Packs
Field Audit Trail in CloudLock’s Security Fabric
• Compliance Auditing• Forensics• User Education
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
The Future of Field Audit Trail in CloudLock’s Security Fabric
• Automated, Policy-Driven Response Actions to selectively archive field history
Thank you
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