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Set Up and Maintain Your Salesforce Organization
Define and Deploy Security Policies

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Define and Deploy Security Policies

You can define security-related policies and deploy them to the tenants that you choose. Use data gathered in Security Center to identify settings that matter most to you.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with the Security Center add-on license.
Available for free in: Developer Edition
User Permissions Needed
To view Security Center pages: View Security Center
To create and edit security policies: Manage Security Center
Note
Note This content relates to Security Center. Read about Security Insights, Data Classification, and Who Sees What Explorer in Own from Salesforce.
Note
Note Deployed Security Policy settings overwrite existing settings in the target tenants.

To create a Security Policy:

  1. On the Security Center dashboard, click the Security Policies tab, and then click New Security Policy.
  2. Follow the prompts to define your policy, and then select the tenants that you want the policy to apply to.
  3. Save the Security Policy as a draft, or save and activate it.
  4. To view a policy’s details, on the Security Policies tab, click the name of the policy.
    Security Policy options
    Note
    Note The only tenants displayed for the mobile app security policy type are the connected tenants that are licensed for mobile app security.
Example
Example

Your business handles highly sensitive customer data, so you want to establish a Health Check Baseline with a higher risk setting than the Salesforce Baseline Standard. Create and upload a baseline to the Security Center, and deploy it to the relevant tenants.

You then decide that the baseline setting is too strict, so you make a new version of the policy. The updated Health Check Baseline is then applied to the same tenants as the original baseline.

On the Security Policies page, use the dropdown menu to activate, deactivate, or edit a policy. When you edit a policy, it saves as a new version. You can still change the settings in a specific tenant after a Security Policy is deployed to it.

See Also

 
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