Salesforce Security and Compliance Masterclass: Smarter Data & Document Management

Why does Salesforce Security and Compliance Matter?

Cybersecurity threats are evolving fast, and Salesforce professionals need to understand the risks and the ways to manage Salesforce security and compliance. Data breaches, phishing, ransomware, and compliance failures can all stem from one weak spot: how your organization creates, shares, and stores documents.

When documents aren’t managed securely, businesses risk:

• Data exposure through inconsistent or uncontrolled file sharing.
• Compliance gaps with GDPR, ISO, or SOC 2 due to missing audit trails.
• Operational inefficiency from hard-to-find files scattered across systems.
• Excessive costs from bloated Salesforce storage or regulatory penalties.

Join our Salesforce Security and Compliance Masterclass

Thursday 9th October at 2pm BST and 9 am EDT

This masterclass will explore how Salesforce teams can protect sensitive data and meet compliance standards while keeping work efficient and user-friendly.

What You’ll Learn about Salesforce Security and Compliance

• Secure document creation: Why standardizing templates reduces human error and protects customer data.
• Controlled flexibility: How to balance personalization in documents with the need to safeguard brand consistency and compliance.
• Audit-ready organization: Why automated folder structures and clear visibility are critical for compliance checks.
• Smarter storage strategies: How to manage costs and risks with encrypted, scalable document storage.

Throughout the session, we’ll also show live examples of how these practices can be applied directly in Salesforce using purpose-built solutions like Documill (for document creation) and d.velop (for document management).

Key Takeaways to manage Salesforce Security and Compliance

By the end of this masterclass, you’ll know how to:

• Identify security and compliance risks in your document processes.
• Implement best practices for secure, compliant document lifecycles.
• Build stronger trust with customers and regulators through better governance.
• Use Salesforce more efficiently without sacrificing security.

Meet our Guest Speakers