How Salesforce helps with Non profit data security?

Author

mirketa

May 7, 2022

Data Breach has always been a cause of concern for various commercial organizations. As the organizations grow, they set practices and procedures to secure their information from external threats. With changing times, information security has also become an integral part for non-profits. Since they handle the data of the most vulnerable population, they also take responsibility of protecting these communities from any kind of data breach. Leaders around tech are coming up with ways to avoid security breaches in non-profit sector with a plethora of new CRM systems.

Salesforce helps non-profits by coming up with innovative and necessary steps that provide a comfortable space for non-profit organizations to centralize their data. With centralizing the data for non-profits, Salesforce also owns the responsibility to protect constituents’ data. With SaaS, Salesforce ensures the security and integrity of the platform, but the non-profit organization also shares the responsibility of allowing the people within their organization with whom they are sharing this data.

What is Nonprofit Data Security in salesforce?

When we talk about nonprofit data security that is provided by salesforce, we discuss it in terms of access to information.

Image Source = Google | Image By – Salesforce

Let’s take an example of a building. To enter the building itself, would be the first step of providing access. This is done through the salesforce initial login page. A person can either be permitted to enter this building or denied access. Once a person is able to enter the building, we decide whether or not he/she has access to certain floors. Floors can be taken as the different types of data that is being stored in the organization. It can be financial data, demographical data of the constituents, etc.

If the person gets access to a floor, then we have to decide what sort of rooms he/she can enter. The room here represents the information of an individual. Within that room comes granular data such as boxes. Boxes represent the attributes of an individual. Do you have access to email of a person, or could you only see their name, address, etc?

What is compliance?

Compliance is a set of practices and procedures that is being kept by the state or a country where you are storing the data. When we talk about compliances, two major ones stand out – GDPR and HIPPA.

The GDPR is a new comprehensive data protection law (in effect May 25, 2018) in the EU that strengthens the protection of personal data in light of rapid technological developments, increased globalization, and more complex international flows of personal data.

The HIPAA Privacy Rule provides federal protections for personal health information held by covered entities and gives patients an array of rights with respect to that information. HIPAA is another regulation your nonprofit may encounter, especially if your nonprofit works in human services.

What leads to the loss of data?

Although, we flag major breaches and external parties to be the major cause of such incidents. At ground level, we see that data loss occurs due to smaller errors. Based on our 2020 State of Salesforce Data Protection Survey, human error is the leading cause of data loss within the Salesforce ecosystem, making up just less than half of all incidents.

Data security practices for nonprofits to avoid security breaches in nonprofit sector:

1. Enable multifactor authentication: Multi-factor authentication (or MFA) adds an extra layer of protection against common threats like phishing attacks, credential stuffing, and account takeovers. Implementing MFA is one of the most effective ways your company can increase the security of your Salesforce data.

2. Set Login IP Ranges: With Login IP ranges you can stop unauthorized access to your system. You can make it mandatory for a user to login only from designated IP addresses – company network.

3. Decrease session timeouts: Users sometimes leave their computers unattended or they don’t log off. You can protect your applications against unauthorized access by automatically closing sessions when there is no session activity for a period of time.

4. Password policies: Strong password security is an important step in protecting your Salesforce accounts and Salesforce recommends these best practices:

Password expiration – Salesforce recommends no more than 90 days to force users to reset their passwords
Password length – Salesforce suggestions minimum password length of 8-10 characters
Password complexity – Admins should require users to include a mix of alpha, numeric, and special characters in their Salesforce password.

5. Auditing and logging: Audit logs provide a chronological record of all activities in your system, such as logins, permissions changes, and addition/deletion of records. They are used to detect anomalous use of the system, and are critical in diagnosing potential or actual security issues.

We recommend that you set up audit trails for your Salesforce instance, and perform regular audits to monitor for unexpected changes or usage trends.

To read more about the said practices and for more informative blogs around salesforce, reach out to us

Personalization with Salesforce's Einstein Next Best Action

In today’s fast-paced business environment, staying ahead of the competition requires not only efficient operations but also a deep understanding of customer needs. Salesforce, a leader in customer relationship management (CRM), continues to innovate with tools that empower businesses to achieve both. One such tool that has gained significant traction in recent years is Einstein Next Best Action (NBA).

This powerful automation tool leverages artificial intelligence (AI) to provide personalized recommendations, guiding users to make data-driven decisions that enhance customer engagement and business efficiency.

What is Einstein Next Best Action?

Einstein Next Best Action is a Salesforce feature that uses AI to deliver real-time recommendations to users within the platform. These recommendations, or “actions,” are based on a variety of data points, including customer interactions, past behaviours, and predefined business rules. By analysing this data, Einstein NBA suggests the most relevant and effective actions for users to take, whether it’s reaching out to a customer, offering a discount, or following up on a previous interaction.

The beauty of Einstein Next Best Action lies in its ability to adapt to the unique needs of each business. Whether you’re in sales, service, or marketing, Einstein NBA can be tailored to provide insights that align with your specific objectives, making it a versatile tool for a wide range of industries.

Key Features of Einstein Next Best Action

Einstein Next Best Action is packed with features designed to optimize decision-making and enhance customer interactions.

AI-Powered Recommendations: At the core of Einstein NBA is its AI-driven recommendation engine. This engine analyses customer data in real-time, identifying patterns and predicting the actions that are most likely to yield positive outcomes. These recommendations are then presented to users in an easy-to-understand format, enabling them to make informed decisions quickly.
Contextual Relevance: Einstein NBA doesn’t just offer generic advice; it provides recommendations that are highly relevant to the current context of the customer interaction. Whether you’re responding to a support ticket, following up on a sales lead, or engaging with a marketing prospect, the tool ensures that the suggested actions are appropriate and timely.
Customization and Flexibility: One of the key strengths of Einstein NBA is its flexibility. Businesses can customize the recommendations based on their specific goals, rules, and processes. This ensures that the tool aligns with the unique needs of the organization and delivers value where it’s needed most.
Seamless Integration with Salesforce: Einstein NBA is fully integrated within the Salesforce ecosystem, meaning it can pull data from across the platform, including Sales Cloud, Service Cloud, Marketing Cloud, and more.
Actionable Insights: The recommendations provided by Einstein NBA are not just suggestions; they are actionable insights that users can implement directly within the platform. This streamlines workflows and eliminates the need for manual decision-making processes, saving time and reducing the potential for human error.

Benefits of Using Einstein Next Best Action

The adoption of Einstein Next Best Action can bring a multitude of benefits to your business.

Enhanced Customer Engagement: By providing personalized recommendations, Einstein NBA helps businesses engage with customers more effectively. Whether it’s suggesting the right product at the right time or offering a timely discount, the tool enhances the customer experience, leading to higher satisfaction and loyalty.
Increased Efficiency: Automation is all about efficiency, and Einstein NBA excels in this area. By streamlining decision-making processes and reducing the need for manual intervention, the tool frees up valuable time for your team to focus on more strategic tasks.
Data-Driven Decisions: In today’s data-driven world, making decisions based on insights rather than intuition is crucial. Einstein NBA leverages the power of AI to analyse vast amounts of data, ensuring that the recommendations it provides are grounded in real-time, accurate information.
Improved Sales Performance: For sales teams, Einstein NBA can be a game-changer. By offering tailored recommendations for upselling, cross-selling, and follow-ups, the tool helps sales reps close deals more effectively and efficiently, ultimately boosting revenue.
Consistency Across the Organization: With Einstein NBA, businesses can ensure that their teams are following consistent processes and best practices. The tool standardizes decision-making across the organization, reducing variability and improving overall performance.

Getting Started with Einstein Next Best Action

Implementing Einstein Next Best Action is a strategic move that can yield significant returns for your business. To get started, it’s important to first define your business objectives and understand how the tool can support them. From there, you can work with your Salesforce administrator or a certified Salesforce consultant to customize the tool to meet your specific needs.

As you begin using Einstein NBA, it’s crucial to continuously monitor and refine the recommendations it provides. Regularly reviewing the tool’s performance will help you optimize its effectiveness and ensure that it continues to deliver value as your business evolves.

Real-Life Example of Salesforce Automation: Random Case Study

One real-life example of Salesforce automation in action comes from “Random”, a company that designs and sells personalized sneakers. Random experienced significant domestic growth in their online retail business and decided to expand into international markets. To manage the increased complexity of launching in multiple markets, they needed to set up efficient processes within Salesforce, including automated discount applications based on unique regional criteria.

The Challenge

As the admin, John Doe, was creating sales processes for each international market. Each region had different criteria for discounts, which could be based on factors like customer demographics, order size, or seasonal promotions. Manually tracking and applying these discounts would have been a time-consuming and error-prone process.

The sales team requested an automated system that would reduce manual work and ensure accuracy. John needed to find a way to automate the discount process so that discounts were applied seamlessly and only when the predefined criteria for each region were met.

The Solution: Einstein Next Best Action and Flow

To automate this process, John turned to Salesforce’s Einstein Next Best Action and Flow Builder tools.

Einstein Next Best Action helped John by evaluating customer inputs in real-time and recommending when a discount should be applied based on specific criteria.
Using Flow Builder, John created an automation that applied the correct discount once all conditions were met, without requiring any manual intervention from the sales team.

The flow John designed allowed her to automatically apply the discounts, update records, and send emails to confirm that the discount was granted—all in real time. This automation greatly reduced the risk of human error and sped up the checkout process.

The Results

By implementing this automated solution, Random was able to:

Save Time: The sales team no longer had to manually apply discounts or worry about keeping track of different regional criteria.
Enhance Accuracy: Discounts were applied only when all conditions were met, ensuring compliance with business rules and reducing errors.
Boost Sales Efficiency: The sales team could focus on expanding into new markets instead of being bogged down by administrative tasks.

Ultimately, this automation helped” Random” successfully launch their international expansion while maintaining a smooth and efficient sales process. This case demonstrates how Salesforce automation can streamline operations, enhance accuracy, and enable businesses to scale effectively.

Conclusion

Salesforce automation tools in 2024 continue to revolutionize business processes by streamlining operations, reducing manual effort, and enhancing efficiency. Whether it’s the versatile Flow Builder, user-friendly Process Builder, powerful Apex, or intelligent Einstein Next Best Action, these tools offer a comprehensive solution for automating complex workflows, improving accuracy, and driving business growth. By leveraging these tools, organizations can stay competitive in an ever-evolving market while focusing on strategic, value-added activities. Embracing Salesforce automation is not just about efficiency but about enabling innovation and scalability in a fast-paced business environment.

Pranshu Goyal, Director of Products at Mirekta, states: “We envision DSM to be used by every small to a medium-sized organization dealing with bad data and want to get rid of duplicates easily with no cost. We have faced issues dealing with duplicates in our organization. That inspired us to make a solution that is not only simple to use but can be used widely to make the organization’s data clean to make them more efficient and productive. We want DSM to be a solution for every organization looking for duplicate management capability better than the Salesforce out-of-the-box solution with no additional cost.”