Salesforce Access Reviews

To ensure only authorized users gain access to Salesforce, it is crucial to review user access permissions regularly. But let's face it — if done manually, reviewing every access individually consumes time and is error-prone. Zluri automates each step involved in the user access review process (from reviewing to running actions), making it 10 times faster.

Follow the below-mentioned steps to automate user access reviews for Salesforce:

Step 1: Navigate to the Access Reviews module. Here, you can create a new certification.

Step 2: Specify the certification name and designate an owner responsible for overseeing the review process.

Step 3: Select Salesforce as the application.

Step 4: Choose a primary reviewer and add a fallback reviewer who can take over if the primary reviewer is unavailable.

Step 5: Select the users that need to be reviewed with the help of filters if required.

Step 6: Set up automated actions for users whose access needs to be modified or revoked.

Step 7: Select a start and end date for your review. Zluri will notify reviewers and the certification owner to ensure the user access review process is on track.

Step 8: The reviewer is then presented with a view where they can approve, modify, or revoke each user's access. Zluri’s insights engine further streamlines the user access review process by highlighting potential access risks.

Step 9: Click conclude, and your access review will be completed.

Step 10: You can download the audit-ready report to present evidence that the access review for Salesforce has been completed.