Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Monitor Login History
Field History Tracking
Monitor Setup Changes
Transaction Security Policies
Set Up Transaction Security
Create Custom Transaction Security Policies
Apex Policies for Transaction Security Notifications
Security Guidelines for Apex and Visualforce Development
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Create Custom Transaction Security Policies

Create your own custom policies, triggered by specific events. Only an active user assigned the System Administrator profile can use this feature.
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions.

Requires purchasing Salesforce Shield or Salesforce Shield Event Monitoring add-on subscriptions.

User Permissions Needed
To create, edit, and manage transaction security policies:

Customize Application
To manage transaction security policies:

Author Apex

The way you create a policy depends on which UI you’re using.

You can create multiple policies for the same type of event, but we recommend that your policies and their actions don’t overlap. All the policies for a given event execute when the event occurs, but their order of execution is indeterminate. For example, if you have two policies enabled for an exported contact, you can’t be sure which policy is triggered first. If one policy copies the contact and the other policy deletes the contact, the copy operation fails if the deletion is done first.