Data privacy: Complete Guide to Understanding How Salesforce Is Zero Trust

Data privacy is now practically one of the pillars of digital security in companies, especially as they must comply with new government guidelines and address the rise in fraud, database breaches, and more. 

Ensuring information is protected against improper access, leaks, or unauthorised use is a growing challenge for IT leaders. Therefore, adopting robust information security practices and aligning with legal requirements is necessary to mitigate risks, preserve corporate reputation, and ensure compliance with regulations such as the LGPD. 
 
In a survey conducted by Procon-SP with more than seven thousand people, 27.23% of respondents said they had already been victims of data leaks: an alarming rate that reinforces the need for preventive, effective strategies across all groups in society.   

In this article, you will learn about every area involved in establishing a sound data privacy policy, from cybersecurity planning to adopting technologies such as Zero Trust Security and OwnData solutions. 

Why have a data privacy plan?  

With digital transformation, companies and individuals are constantly collecting an enormous volume of data and information. The more data they have, the more exposed they become when no action plan has been put in place. 

Sensitive information that once circulated only among public institutions – such as income-tax filings, court history, address, and CPF – is now also held by private companies, online platforms – such as Google itself – and productivity apps. 
 
This scenario became so urgent that the creation of legislation such as the Brazilian General Data Protection Law (LGPD) became necessary. This law establishes guidelines for how data must be collected, stored, and used by organizations. Its goal is to safeguard citizens' privacy and hold companies accountable for any violation. 

A recent example of enforcement was the fine imposed by the ANPD on Telekall Infoservice, which improperly used WhatsApp data for electoral campaigns without legal grounds.  

More than a legal requirement, data privacy is a competitive advantage. With increased fraud and data leaks, consumers and partners prefer to do business with companies whose security policy is a cultural and strategic pillar.  
 
That is why security and privacy must be integrated into the IT strategy, starting with the use of CRM tools to hiring suppliers. 

How to build a strong cybersecurity plan for your company 

Building a robust cybersecurity plan requires planning, technology, and governance — as well as time to implement every element. Here are the key steps to build an effective structure: 

1. Detect threats proactively  

Invest in threat-detection and response tools (such as EDR, SIEM, and UBA), which are part of a broader ecosystem of Big Data tools applied to information security. They will help identify simple to complex problems related to your servers and processes. 

Early identification of vulnerabilities drastically reduces the impact of incidents. These technologies help anticipate attacks and shield systems from gaps exploited by cybercriminals. 

2. Assess risks and resources to protect 

Map the company's digital assets, classify data by sensitivity level, and understand which areas have the greatest exposure. This makes it possible to define internal priorities, whether to align with stakeholders or acquire new tools that can accelerate the company's security processes.  

Everything should be added to the list and reviewed with managers and directors. This analysis makes it possible to allocate security investments more effectively and establish stricter controls where risk is greatest. 

3. Monitor data and behaviour continuously 

Implement solutions that identify anomalous behaviour, such as unusual login attempts or suspicious data movement.  

OwnData, for example, offers real-time monitoring and intelligent alerts. This continuous oversight enables an agile response and prevents attacks from advancing unnoticed. 

4. Automate incident response 

Integrate tools that trigger automatic responses to threats, such as blocking access or notifying administrators to analyse incidents.  

This reduces reaction time and damage. Remember: the shorter the time between detection and containment of an attack, the lower the harm to operations and the company's image. 

5. Document and train 

Create incident response plans and establish internal policies that are clear to everyone. Equip teams with recurring training to ensure everyone knows how to respond to risks — including those with no data or technical knowledge.  

A security culture must be rooted at every level of the organisation, reducing human failures and increasing resilience. For example, create false alerts to understand which departments are more likely to fall for scams and fraud by clicking misleading emails or links. 

This plan needs to be dynamic, reviewed frequently, and adapted to the current threat landscape, integrating with the company's data privacy strategies. 

How Salesforce became a benchmark for data security and privacy 

A Salesforce is globally recognized for the strength of its information-security practices. With a cloud-based architecture designed for high data volumes, the company has built a robust model that combines native features — original built-in technology — automation, and data governance. 

 These have been some advances and additions over time:  

1. Tools such as Salesforce Shield offer encryption at rest and in transit, event monitoring, and detailed auditing.  

2. Security Center, which centralises visibility and control over permissions, devices, and user behaviour. All these capabilities are aligned with market best practices and LGPD requirements. 

3. The acquisition of Own Company — now called OwnData — further strengthened this structure.  

OwnData specializes in resilience and intelligent data backup in Salesforce environments, with capabilities that increase visibility, protect against loss, and simplify operations in support of legal compliance. 

This ecosystem is ideal for companies that need to operate with a high level of security and data privacy, especially in regulated sectors such as healthcare, education, finance, and public services. 

Build a secure, reliable CRM with WeeNow 

WeeNow is an official Salesforce Partner specialising in implementation, support, and security in Salesforce environments. These are tailored solutions so your company can operate with maximum data protection and the Salesforce quality seal. 

In addition to working with agile methodologies and a team of specialists, Weenow ensures that every stage — from risk mapping to Data Cloud configuration, for example — is carried out with a focus on security, performance, and scalability. 

Count on WeeNow to structure your company's end-to-end security journey!