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    How to work with Transaction Security in Salesforce

    In this blog, we will learn about how we can work with Transaction Security. Before we start working on it, we should have knowledge about what it states in salesforce.

    Transaction Security

    Transaction Security in Salesforce refers to provide security while an event or a transaction, for ex- login, data export or accessing resources. It is a feature that monitors Salesforce events in real time and takes action with respect to rules i.e. policies that we create. Basically, you can divide it into three parts, i.e. Events, Notification, and Action. Let’s discuss it thoroughly.

    Events: The events which are available:

    • Data Export for selected objects (Accounts, Case, Contact, Lead, and Opportunity)
    • Entity for Authentication providers and login Ip
    • Login, for limiting the session and client browser.
    • Access resources for connected app and reports and dashboards

    Notification: It states that the event has occurred as well as the criteria are satisfied for the policy to be triggered. We can notify the end user through following ways:

    • Email
    • In App Notification in Salesforce 1

    Action: The actions which we can take when the criteria is satisfied.

    • Block the operation
    • Two-factor authentication
    • End the current Session
    • Send notification

    Prerequisites

    First of all we have to enable transaction security.

    Step 1: Go to Setup > Security Controls > Transaction Security.

    Step 2: Enable.

    Example

    Let’s take an example. In this example, we will restrict login from Safari Browser.

    Step 1: Go to Setup > Security Controls > Transaction Security. Click New.

    Step 2: Fill the related information as mentioned in the image below and Save.

    Output

    As you chose Generate Apex option, you can now observe an apex class is generated as following:

    As well as, you will be unable to login by Safari browser.

    Support

    That’s all for how we can work with Transaction Security, still, if you have any issue feel free to add a ticket and let us know your views to make it better https://webkul.uvdesk.com/en/customer/create-ticket/

     

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