Running a business today means trusting the cloud with important information. If you’re thinking about Salesforce Revenue Cloud, you might wonder: Is my data safe?
The good news? Yes, it is — but you also have a role to play.
Salesforce Revenue Cloud is part of the Salesforce platform. This gives it the same strong security that Salesforce has used for years.
As Devyn Smith, Consultant at SOLVD, explains:
“You really have access to their multi-tiered approach where they already have the security and encryption and controls in place for their network access and their data centers.”
Because Revenue Cloud is built directly into Salesforce, it automatically uses top-level safety tools like data encryption and secure network protections.
Simply put, your quote-to-cash data is guarded the same way Salesforce protects everything else.
Even with Salesforce’s strong security, your company must still take action to keep data safe.
Devyn Smith, Consultant at SOLVD Smith reminds us:
“While Salesforce does everything it can on its end to make it secure, you have to make sure that on the front lines, you’re making sure that passwords are secure, permissions are set up correctly, and that users only have access to the data that they should have access to.”
You are responsible for:
Salesforce handles the back-end security. You handle the front-end user access and training.
If your team follows best practices, your Revenue Cloud setup will be strong, safe, and ready to grow with your business.
As Devyn Smith, Consultant at SOLVD Smith says:
“You also need to make sure that you’re following those same best practices just as you have in your other clouds and Salesforce orgs you may have worked in before.”
It’s a team effort — Salesforce provides powerful tools, and you make sure they’re used the right way.
At SOLVD, we help companies set up Salesforce Revenue Cloud and make sure everything — from automation to security — works the right way.
Want expert help making your Salesforce environment safe and efficient?
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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