Episode 42 · Season 1
Salesforce Security – The Risk May Not be Where You Think
Salesforce Security at Scale isn’t solely about the platform, it’s about your decisions. Some risks don’t come from Salesforce itself, but from how you configure it. In this episode, we break down how to approach Salesforce Security at Scale with a mindset that prevents risk, supports users, and scales with your business.
What you’ll learn:
- Why over-permissioned users and poor configuration create the biggest risks
- How to design a multi-layered security model from org to record level
- Why shifting from profiles to permission sets is critical for scalability
Who it’s for:
Salesforce admins, architects, technical leaders, and business stakeholders responsible for platform strategy and governance
Recommended Links:
SF User Access and Permissions Assistant (appexchange)
Reach out at CirriusTalk@cirriussolutions.com with any questions
Guest:
Dean Finkelstein leads managed services at Cirrius Solutions and brings years of hands-on Salesforce delivery and security experience across client environments.
CTA:
Follow the show and share this episode with leaders responsible for Salesforce security and scale.
We cover
- Salesforce Security
- Salesforce at Scale
- Permission Sets
- MFA
- Data Governance
Resources and downloads
The artifacts Greg’s team built for this episode, free to download.
Salesforce Security – The Risk May Not be Where You Think
A visual walkthrough of Salesforce security best practices for 2026, built around the four layers of the Salesforce security model: org, object, field, and record-level security. Explains why most real-world risk comes from misconfiguration rather than the platform itself, and how to protect data, manage access, and get your org ready for AI.
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