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
Protect Your Salesforce Data with Shield Platform Encryption
Monitoring Your Organization's Security
Security Guidelines for Apex and Visualforce Development
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Desktop Client Access

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.
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

To set permissions for Salesforce for Outlook, use the “Manage Email Client Configurations” permission.

You can set users' access to desktop client by editing their profiles.

The desktop client access options are:

Option Meaning
Off (access denied) The respective client download page in users’ personal settings is hidden. Also, users can't log in from the client.
On, no updates The respective client download page in users’ personal settings is hidden. Users can log in from the client but can't upgrade it from their current version.
On, updates w/o alerts Users can download, log in from, and upgrade the client, but don't see alerts when a new version is made available.
On, updates w/alerts Users can download, log in from, and upgrade the client. They can see update alerts, and can follow or ignore them.
On, must update w/alerts Users can download, log in from, and upgrade the client. When a new version is available, they can see an update alert. They can't log in from the client until they have upgraded it.

Connect Offline is the only client available with Developer Edition. In Personal, Group, and Professional Editions, all users have the system default “On, updates w/o alerts” for all clients.

  • Desktop client access is available only for users whose profiles have the “API Enabled” permission.

Note

If users can see alerts and they have logged in to Salesforce from the client in the past, an alert banner automatically appears in the Home tab when a new version is available. Clicking the banner opens the Check for Updates page, where users can download and run installer files. From their personal settings, users can also access the Check for Updates page, regardless of whether an alert has occurred.