Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
The Elements of User Authentication
Passwords
Cookies
Single Sign-On
My Domain
Two-Factor Authentication
Network-Based Security
CAPTCHA Security for Data Exports
Session Security
Custom Login Flows
Single Sign-On
Connected Apps
Desktop Client Access
Desktop Client Access in the Enhanced Profile User Interface
View and Edit Desktop Client Access in the Original Profile User Interface
Configure User Authentication
Give Users Access to Data
Share Objects and Fields
Platform Encryption
Monitoring Your Organization's Security
Security Tips for Apex and Visualforce Development
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View and Edit Desktop Client Access in the Original Profile User Interface

Connect Offline available in: Salesforce Classic
Connect Offline available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Connect for Office available in: both Salesforce Classic and Lightning Experience
Connect for Office available in: All Editions except Database.com

User Permissions Needed
To view desktop client access settings: “View Setup and Configuration”
To edit desktop client access settings: “Manage Profiles and Permission Sets”
Connect Offline and Connect for Office are desktop clients that integrate Salesforce with your PC. As an administrator, you can control which desktop clients your users can access as well as whether users are automatically notified when updates are available.

To access desktop clients, users must also have the “API Enabled” permission.

Note

  1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
  2. Click Edit next to a profile name, and scroll to the Desktop Integration Clients section at the bottom of the page.