Salesforce Security Assessment
How well are you managing Salesforce risk? Get an independent and objective review with Spotlight Monitor's Salesforce Security Assessment
Week 1 | Workshop
Understand and review security considerations of customer’s environment, including:
- Org business functionality and expected usage
- Data model and existing data dictionary
- Customer security requirements
- Threat Landscape & Risk Identification
- Data Governance & Compliance
- SFDC Access Controls
- Data Security
- Monitoring & Incident Response
- Application & Integration Security
- Data Backup & Recovery
Week 2 | Conduct Assessment
Review Salesforce environment, align to customer requirements, and evaluate risk.
Week 3 | Readout
Deliver readout and scope materials, prioritized by client context as gathered during the Workshop, including:
- Understanding of Data Dictionary, prioritizing Personally Identifiable Information (“PII”)
- Design for implementation of Phase I remediation activities
Tailored for small & mid-market customers
Small and mid-sized businesses have different needs and resources than large enterprises. We've tailored our solutions to be straightforward, cost effective, and very easy to use.
Delivered by Salesforce security experts
We're a team of Salesforce security experts experienced in key regulated verticals (e.g. HLS, FINS).
Immediately improves security posture
Salesforce security can be complicated, but it doesn't have to be. Our solutions are quick to implement and provide immediate value in improving your Salesforce security posture.
Why Spotlight Monitor?
- We're a team of Salesforce security experts
- We help at any point in your Salesforce risk mitigation journey
- We build offerings specific to the needs and resources of small & mid-market businesses
Why Spotlight Monitor?
- We're a team of Salesforce security experts
- We help at any point in your Salesforce risk mitigation journey
- We build offerings specific to the needs and resources of small & mid-market businesses

About Us
I’ve been helping customers reduce risk in Salesforce since “Salesforce security” became a thing (I may have even coined the term 🙂).
I started Spotlight Monitor after seeing too many customers struggle to operationalize their Salesforce Shield investments—falling short of mitigating the risks they anticipated, and lacking effective signals to minimize data loss from risky user activity.
These are challenges I care deeply about, and our team brings a unique background that’s well-suited to help customers solve them.
Feel free to reach out or follow us on LinkedIn to stay connected,