How to Secure Your Salesforce for ISO 27001 and Get the Compliance Badge

 

Securing your Salesforce instance for ISO 27001 isn’t just about ticking boxes—it’s about building reliable, repeatable processes and controls to safeguard your sensitive data and prove you’re trustworthy. If you’re looking for how to get the "How to Secure Your Salesforce for ISO 27001 badge/seal," here’s what you truly need to know, in simple terms.

• Understand ISO 27001: This is an international standard for Information Security Management Systems (ISMS). It shows you have controls to protect information confidentiality, integrity, and availability.
• Scope your ISMS: Decide if your ISO 27001 will cover only Salesforce or the wider business. Define what kind of data, users, and integrations are in scope!
• Risk Assessment: Identify what could go wrong within your Salesforce (like unauthorized access, data leaks, or phishing). Record the risks, who might exploit them, and likely impact.
• Apply Salesforce Security Controls: Use Salesforce’s built-in settings plus your own policies. This includes:
• Enable Multi-Factor Authentication (MFA): Reduce the risk of stolen passwords—make everyone use an additional code or device to log in!
• Configure Profiles and Roles: Give each user only the access they need. No more, no less!
• Field-Level and Object Permissions: Protect each object (like Contacts or Cases) and field (like Social Security Number) carefully.
• IP Restrictions & Session Settings: Limit where and when users can log in. This blocks attackers outside your trusted networks.
• Audit Trails: Turn on logging for all critical actions—who did what, when. That way, you can spot and fix issues fast. Salesforce has built-in event monitoring for this!
• Data Encryption: Use Salesforce Shield or similar to encrypt data at rest—especially customer PII, financial, or health data.
• API Security: Limit what connected apps can do—approve only what you truly need, and regularly review API access.
• Policies & Procedures: Write down your security rules. This is as vital as tech controls! Document account provisioning, password policies, incident response, and data backup/restore plans.
• Employee Training: Make sure all Salesforce users know security basics: don’t share passwords, watch for phishing, and report suspicious activity.
• Third-Party Apps & Integrations: Only enable apps you trust. Regularly audit them for compliance—especially those with data export/import features.
• Ongoing Monitoring & Improvement: ISO 27001 isn’t “one and done.” Run regular internal reviews of your Salesforce security and fix gaps quickly.

• Engage with an ISO 27001 Consulting/Assessment Firm: Professional help is key for a smooth path to certification. For readiness assessment and expert consultation, reach out to OCD Tech. They’ll evaluate your Salesforce setup, run pre-audits, guide on documents you need, and help you close any gaps so you’re ready for the real audit.

• Passing the ISO 27001 Audit: You must show the auditor your controls work in practice. This means providing written evidence, training logs, system reports, and even screenshots showing Salesforce settings. Keep everything tidy—auditors love clear records!
• Getting the ISO 27001 Badge: After the successful audit, your accredited auditor (sometimes with help from consulting partners like OCD Tech) will issue your certificate. Display this badge to customers to prove your Salesforce data is managed to the highest international security standards.

Most Important to Pass Audit:

• Document everything: policies, risk assessments, incident records, Salesforce configuration.
• Show controls are operational: not just written—demonstrate evidence (logs, reports, screenshots).
• Fix non-conformities fast and keep improving (auditors check ongoing improvements).
• Train employees and keep logs of all awareness/training activities.
• Partner with trusted experts like OCD Tech for readiness reviews and advice!

Summary: To secure your Salesforce for ISO 27001 and earn the compliance badge, you must combine strong system settings with clear, documented processes. Don’t do it alone—an expert consulting partner like OCD Tech can make the whole process smoother and help you breeze through your audit with confidence.