How Salesforce Prepares SOC 2 Report For Its Customers?

salesforce soc 2 report

The Salesforce SOC 2 report is a critical component of their commitment to data security and compliance. In an era of increasing cyber threats and stringent regulations, organizations seek assurance that their data is protected. This blog explores the significance of the Salesforce SOC 2 report, its role in building trust with customers, meeting compliance requirements, and how it showcases Salesforce’s dedication to maintaining robust security controls. Gain valuable insights into the importance of this report and its implications for businesses relying on Salesforce’s services.

What Is SOC 2 Report?

What Is SOC 2 Report?The SOC 2 (Service Organization Control 2) report is an auditing standard developed by the American Institute of CPAs (AICPA). It is specifically designed for service organizations that handle customer data and provide services related to data security, privacy, and availability.

There are two types of SOC 2 reports:

  • Type 1: This report evaluates the design and implementation of controls at a specific point in time.
  • Type 2: This report not only assesses the design and implementation of controls but also evaluates their operating effectiveness over some time (usually six to 12 months).

SOC 2 reports are commonly requested by customers, business partners, and regulators to ensure that service organizations have adequate measures in place to protect sensitive data and maintain the availability and integrity of their systems.

How Does Salesforce Prepare SOC 2 Report?

Salesforce, as a leading cloud-based software provider, recognizes the importance of security and compliance. While Salesforce itself undergoes various security audits and certifications, such as ISO 27001, SOC 1, and SOC 2, the specific requirement for a SOC 2 report depends on the circumstances and the nature of the engagement with Salesforce.

Salesforce offers a range of products and services. The need for a SOC 2 report may vary depending on factors such as the type of service being provided, the industry or sector in which the customer operates, and the specific requirements of the customer or regulatory bodies.

In some cases, Salesforce may provide a SOC 2 report as part of its compliance documentation to assure customers that their systems and data are being handled securely. This report can help customers assess the effectiveness of Salesforce’s controls related to security, availability, and confidentiality.

However, the decision to request a SOC 2 report from Salesforce ultimately lies with the customer. Customers may have specific compliance requirements or regulatory obligations that necessitate requesting a SOC 2 report or similar assurances from Salesforce.

What Does the Salesforce SOC 2 Report Include?

What Does the Salesforce SOC 2 Report Include?Salesforce’s SOC 2 report includes essential information about its controls and processes related to security, availability, processing integrity, confidentiality, and privacy. While the specific content may vary, here are the typical components you can expect to find in Salesforce’s SOC 2 report:

  • Independent Auditor’s Opinion: The report begins with an opinion from the independent auditor who conducted the SOC 2 assessment. This opinion states the auditor’s assessment of Salesforce’s controls and whether they are operating effectively.
  • Management’s Assertion: Salesforce provides a statement asserting its commitment to the selected security principles and its responsibility for implementing and maintaining the controls.
  • System Description: The report includes a detailed description of the systems and services covered in the assessment. It outlines the infrastructure, applications, processes, and other components relevant to the security and privacy of customer data.
  • Control Objectives: The report specifies the control objectives related to the selected security principles. These objectives describe the desired outcomes of the controls implemented by Salesforce.
  • Control Activities: Salesforce outlines the specific control activities it has implemented to achieve the control objectives. These activities may include technical measures, policies, procedures, and other safeguards in place to protect customer data and ensure system availability and integrity.
  • Testing Procedures and Results: The report provides information about the testing procedures to assess the effectiveness of the controls. It includes details on the testing methods used, the samples selected, and the results of the testing.

Why Does Salesforce Need To Prepare SOC 2 Report?

Why Does Salesforce Need To Prepare SOC 2 Report?The Salesforce SOC 2 report is needed for several important reasons:

  • Demonstrating Security and Compliance: The SOC 2 report serves as evidence that Salesforce has implemented safety controls. It helps demonstrate to customers, regulators, and other stakeholders that Salesforce takes data protection seriously and meets industry-recognized standards.
  • Meeting Customer Requirements: Many customers, request the SOC 2 report as part of their due diligence process. Hence, Salesforce can address customer concerns, build trust, and satisfy their compliance requirements. It becomes an essential factor for customers when selecting a service provider.
  • Compliance with Regulatory Standards: Certain regulations may require organizations to engage with service providers with specific security standards. The SOC 2 report helps Salesforce demonstrate compliance with these regulations and simplifies the process for customers.
  • Risk Management and Mitigation: The SOC 2 report provides valuable insights into Salesforce’s controls and processes. Customers can assess the effectiveness of these controls and make informed decisions about the risks associated with using Salesforce’s services.
  • Strengthening Vendor Relationships: The SOC 2 report strengthens the relationship between Salesforce and its customers. Salesforce shows its commitment to transparency, accountability, and continuous improvement in security and privacy practices. This can enhance customer confidence and foster long-term partnerships.
  • Industry Best Practices: SOC 2 is an industry-recognized auditing standard developed by the American Institute of CPAs (AICPA). By obtaining a SOC 2 report, Salesforce aligns itself with best practices in data security and privacy. It demonstrates Salesforce’s dedication to maintaining a robust control environment and meeting the evolving demands of the industry.

How Can I Prepare SOC 2 Report For My Organization?

How Can I Prepare SOC 2 Report For My Organization?Preparing a SOC 2 report for your organization involves a systematic approach to processes related to security, availability, processing integrity, confidentiality, and privacy. Here are the general steps to help you prepare a SOC 2 report:

  • Determine the Scope: Define the scope of your SOC 2 report. This may include the systems, processes, and services to assess. Identify the relevant security principles (criteria) that align with your organization’s objectives and the expectations of your customers.
  • Establish Control Objectives: Define the control objectives for each selected security principle. These objectives outline the desired outcomes you aim to achieve through your controls. They serve as a basis for evaluating the effectiveness of your controls.
  • Test Controls: Conduct testing procedures to assess the effectiveness of your implemented controls. The testing should validate that the controls have the appropriate design and are operating effectively. This may involve examining documentation, conducting interviews, and performing technical assessments.
  • Assess Control Deficiencies: Identify any control deficiencies or areas for improvement during the testing process. Implement remediation plans to address these deficiencies and enhance the effectiveness of your controls.
  • Develop SOC 2 Report: Once you have assessed and validated your controls, compile the necessary documentation, test results, and assessment findings into a formal SOC 2 report. The report should provide a clear and concise overview of your organization’s control environment, control objectives, control activities, and the results of your testing.
  • Engage an Independent Auditor: To enhance the credibility of your SOC 2 report, engage an independent auditor or a certified public accounting firm. The auditor will review your documentation, perform their testing, and provide an opinion on the effectiveness of your controls.


In conclusion, the Salesforce SOC 2 report plays a vital role in establishing trust, meeting customer demands, and demonstrating compliance. It provides customers with the assurance that Salesforce maintains effective controls and safeguards for their data. By obtaining and sharing this report, Salesforce showcases its commitment to security and transparency. If you require further information or assistance regarding Salesforce’s SOC 2 report, do not hesitate to seek help from Salesforce’s sales representatives or compliance team.

If you are looking to implement any of the Infosec compliance frameworks such as SOC 2 complianceHIPAAISO 27001, and GDPR compliance, Impanix can help. Book a Free consultation call with our experts or email us at  [email protected] for inquiries.