Is Salesforce SOC 2 Compliant? Trust & Compliance Overview
Salesforce maintains SOC 2 Type II compliance for its platform and cloud services. As a SaaS provider, Salesforce's SOC 2 report covers the application-level controls that directly protect your data — not just infrastructure. This makes the Salesforce SOC 2 report particularly valuable for customers undergoing their own compliance efforts, as it demonstrates controls over data security, access, and availability.
Salesforce is SOC 2 Type II compliant with annual independent audits. The report covers Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, and other products. Access reports through the Salesforce Trust portal.
Compliance Assessment
Salesforce publishes annual SOC 2 Type II reports. Available through the Salesforce Compliance portal for customers.
Salesforce Shield provides enhanced encryption, event monitoring, and field audit trail capabilities. Platform-level security is comprehensive.
Salesforce provides 99.9%+ uptime with real-time status monitoring at trust.salesforce.com and contractual SLAs.
Data encryption at rest and in transit. Shield Platform Encryption for field-level encryption. Customer-managed keys available.
Comprehensive RBAC with profiles, permission sets, sharing rules, field-level security, and IP range restrictions.
Setup audit trail, login history, field history tracking, and Shield Event Monitoring provide extensive audit capabilities.
Salesforce provides data replication and disaster recovery. Customers can also export data or use third-party backup solutions.
Salesforce's multi-tenant architecture ensures data isolation between organizations with strict security boundaries.
Salesforce follows formal release management with seasonal updates, sandbox testing, and documented change procedures.
You must properly configure profiles, permissions, sharing rules, and security settings. Misconfiguration can create compliance gaps.
How to Make Salesforce SOC 2 Compliant
Request the Salesforce SOC 2 report through your account team or the Salesforce Compliance portal.
Configure profiles and permission sets following least-privilege principles for all user roles.
Enable multi-factor authentication for all users (Salesforce now requires this).
Enable Shield Event Monitoring and Field Audit Trail for comprehensive audit logging (requires Shield add-on).
Configure sharing rules, organization-wide defaults, and field-level security to enforce data access controls.
Set up login IP ranges and session security settings to restrict unauthorized access.
Limitations
- Salesforce Shield (enhanced encryption, event monitoring) is a paid add-on — not included in standard licenses.
- Customer misconfiguration of profiles, sharing rules, and permissions can create security gaps.
- Third-party AppExchange apps are not covered under Salesforce's SOC 2 report.
- Data export and backup may require third-party solutions for comprehensive coverage.
- Salesforce SOC 2 covers the platform — your use of Salesforce requires your own compliance assessment.
Alternative Tools & Related Assessments
Frequently Asked Questions
Is Salesforce SOC 2 compliant?
Yes. Salesforce maintains SOC 2 Type II compliance with annual independent audits covering Sales Cloud, Service Cloud, Marketing Cloud, and the Salesforce Platform.
How do I get the Salesforce SOC 2 report?
Request the report through your Salesforce account executive or access it via the Salesforce Compliance portal. An NDA may be required.
Does Salesforce SOC 2 cover AppExchange apps?
No. Third-party AppExchange applications are not covered under Salesforce's SOC 2 report. Each AppExchange vendor must provide their own compliance documentation.
What is Salesforce Shield?
Salesforce Shield is a paid add-on that provides enhanced encryption (Platform Encryption), Event Monitoring, and Field Audit Trail — key security features for compliance-sensitive organizations.
Is Salesforce trust.salesforce.com useful for SOC 2?
trust.salesforce.com provides real-time system status, performance data, and security information. While useful for monitoring, the SOC 2 report is the formal compliance evidence for audits.
Does using Salesforce help my SOC 2 audit?
Yes. Using a SOC 2-compliant SaaS platform like Salesforce means your auditor can rely on Salesforce's SOC 2 report for platform controls, reducing the scope of controls you need to demonstrate yourself.
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