CRM security resources
Guides, research, and checklists for security teams responsible for CRM environments.
CRM security guides
CRM Security Monitoring
What to monitor across users, APIs, exports, and config — and why CRM needs its own security visibility.
Salesforce Event Monitoring
What Salesforce Event Monitoring covers, what it doesn’t, and how to fill the gaps.
CRM Insider Threat Detection
The behavioral signals that reveal a compromised or malicious insider inside your CRM.
CRM Data Export Monitoring
Detecting bulk data extraction — reports, list exports, and API pulls — before data leaves.
CRM API Security
Monitoring and protecting API access from integration users, service accounts, and external apps.
CRM Compliance & Audit Readiness
Turning CRM audit data into evidence for SOC 2, ISO 27001, GDPR, and HIPAA reviews.
Salesforce Permission Auditing
Finding and reducing excessive access — profiles, permission sets, and “View/Modify All Data”.
CRM MCP & AI Agent Security
What MCP-connected AI tools can reach in your CRM — and how to govern and monitor them.
Security by CRM platform
Free Assessment
Know your CRM
security posture
A CRM Security Assessment evaluates your environment across nine risk domains and delivers prioritized findings within 7 days — read-only, no commitment.
Evaluating AI agents in your CRM? Take the AI Exposure Assessment
What's covered
Identity & privilege review
Users, profiles, and permission sets
Connected app inventory
OAuth tokens and API access scopes
API usage audit
Service accounts and integration users
Authentication settings
MFA enforcement and session policy
Permission set analysis
Least-privilege gap assessment
Monitoring coverage gaps
What your SIEM isn't seeing