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Profiles, permission sets, sharing rules, roles, and connected app permissions create a permission model so layered that effective access is nearly impossible to determine without dedicated tooling.
A user's actual access in Salesforce is the product of their profile, permission set assignments, sharing rules, and role hierarchy. Understanding what any given user can actually see, edit, or export requires resolving all four layers simultaneously.
Permission sets are additive. Over time, users accumulate sets assigned for specific tasks, project access, or temporary needs that were never removed. Effective access grows far beyond what any role or job function requires.
Connected apps, named credentials, and API users with System Administrator or custom profiles have broad access to customer data. They are rarely audited for scope, ownership, or continued necessity.
BalkanID integrates with Salesforce to bring continuous risk detection, role analysis, access reviews, lifecycle automation, and JITPBAC into a single governed view across your entire Salesforce org.
IAM Risk Analyzer
Reduced CRM data exposure · Findings with recommended remediations
Continuously scan for excessive profiles, over-broad permission sets, ungoverned connected apps, and segregation of duties violations across all Salesforce users and integration accounts. Every finding prioritized by severity.
RBAC Analyzer
Least privilege on CRM data · Permission set sprawl eliminated
Model every Salesforce profile, permission set, and role hierarchy assignment, resolve the effective access each combination produces, and score each user's access for risk. Birthright analysis ensures consistent, justified provisioning.
User Access Reviews
Audit-ready evidence · No manual permission exports
Run access certifications for all Salesforce identities with effective access resolved. Approvers see last login, profile, permission set list, effective data access, and recommended action. Not a raw permission set export.
Lifecycle Management & JML Playbooks
Zero residual CRM access · Offboarding verified
Automate Joiner, Mover, and Leaver events from your HRIS to Salesforce. New hires get the correct profile and permission sets based on peer analysis of colleagues with the same role. Leavers have all Salesforce access removed and accounts deactivated immediately.
JITPBAC & Non-Human Identity Governance
No standing System Admin access · Connected apps governed
Replace persistent System Administrator profile assignments with just-in-time, purpose-based grants. For connected apps, named credentials, and API users, full discovery, scope analysis, and continuous governance.
BalkanID gives your team a live view of Salesforce access risk with effective permissions resolved across profiles, permission sets, sharing rules, and connected apps.
Permission set sprawl identified with effective access resolved. SoD violations detected and remediated continuously.
JITPBAC eliminates standing System Admin access. No persistent foothold in your Salesforce org for compromised accounts.
SOX, SOC 2, and internal audit evidence from live Salesforce data. No manual permission exports.
Onboard, offboard, and manage transitions with automated lifecycle workflows and verified Salesforce offboarding.
