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Agent activity audit
Agent activity audit











agent activity audit

Usage and adoption information gained from user activity monitoring can guide your training and educational efforts to encourage more effective use of the application. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM. User activity monitoring insights can also reveal how users interact with Salesforce. Instead, user activity monitoring tools can show you, at a user-centric level, details about who changed what permissions, when, and from where. User activity monitoring identifies changes that can lead to security risks such as:īy monitoring these areas, you don’t have to perform the time-consuming task of manually auditing your permissions and profiles, saving you time and aligning your organization with compliance and security frameworks. Increased access to data may put your organization at risk of being non-compliant and at risk for unwanted user activity. Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role. In Salesforce, more than 170 individual user permissions can be changed, which creates opportunities for users to access data. Non-compliance with GDPR, for example, can incur fines of as much as €20 million or four percent of annual global turnover (whichever is greater). As a Salesforce user in a regulated industry, meeting compliance standards is crucial for multiple reasons: You want to reinforce trust, and you don’t want to receive hefty fines. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring. Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface. Setup Audit Trail provides a log of user-generated actions – such as new fields created or permissions changed – to identify who made the changes, when, and from where. If you’ve entered Setup Audit Trail to see the log of administrative actions occurring in your Salesforce org, you’ve engaged in user activity monitoring. With this information, you can prevent unauthorized access that could lead to a data breach. Unauthorized permission or profile changesĪdmins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location.Proactive security monitoring can identify unusual user behavior like: User monitoring has grown exponentially due to organizations’ need to protect sensitive data in cloud applications. This statistic is just one reason why the need for user activity monitoring exists. In fact, the 2019 Cost of a Data Breach Report showed that organization insiders cause more than half of all breaches. Many breaches are caused by insiders, whether maliciously or unintentionally. You may have seen companies like Facebook, Google, and Equifax suffer financially due to data breaches. The average cost of a data breach is $3.92 million. With these insights, you can analyze your workforce, make adjustments to boost performance, and take Salesforce from a simple tool to a beacon of productivity, trust, and success. Salesforce admins can utilize user activity monitoring to gain deeper visibility into the health of their Salesforce org, covering four critical areas: security, compliance, usage and adoption, and performance.

agent activity audit agent activity audit

In Salesforce, user activity monitoring can identify: Monitoring data access enables admins to proactively deter such costs across cloud applications like Salesforce. The average cost per stolen record in a data breach is $150 – and that’s before factoring in the expense of lost trust and legal or regulatory fines. Instead, the motivation behind monitoring user actions for information security purposes is to manage permissions, mitigate risk, improve user experience, and create a more secure environment for mission-critical data. While user activity monitoring can record nearly every user action, the purpose of monitoring users isn’t to become Big Brother to your employees. Why Does User Activity Monitoring Matter?













Agent activity audit