Case Study: City National Bank strengthens Salesforce security with Softsquare

City National Bank reviews Salesforce for free in first 20 hours with Softsquare

Softsquare was engaged by City National Bank (CNB), a South Florida-based community bank, to conduct a comprehensive health check of its existing Salesforce implementation. The customer's primary challenge was to ensure its Salesforce org adhered to the latest security best practices and to identify any potential vulnerabilities, requiring an experienced Salesforce implementation partner.

The solution implemented by Softsquare involved a combination of manual analysis and automated tools, including Salesforce Optimizer and the open-source code analyzer PMD. Their team reviewed configurations, profiles, and source code to identify security risks and excessive user access, providing a detailed report and actionable recommendations. As a result, Softsquare successfully analyzed and reported on the entire implementation, enabling CNB to understand and mitigate potential security stumbling blocks.

City National Bank