Locking down Salesforce data access the way Headless 360 agents will

Jessie Grenfell
Jessie Grenfell

I recently shared how my team secured a wealth management mobile app and portal using Salesforce and Snowflake on the backend. With the introduction of Salesforce Headless 360, this design is more relevant than ever.

A more digestible breakdown is coming soon. For now, check out this Salesforce Security Hours session where I walk through locking down authentication and row-level data security when accessing Salesforce data via an integration user, the same pattern agents will use with Headless 360: https://youtu.be/BW75AQrl7n8

#Salesforce #TDX26 #Headless360 #Agentforce #SalesforceArchitecture #EnterpriseAI

Jessie Grenfell

Jessie Grenfell

Jessie has spent 20+ years architecting and delivering software for organizations where complexity is the norm — financial services, insurance, nonprofits, and regulated industries where getting it wrong isn't an option. She specializes in the hard problems: unique operational workflows, cross-system integrations, and the kind of compliance requirements (HIPAA, CCPA, SOC 2) that most developers treat as someone else's job.

At Codality, she leads every principal engagement from discovery through delivery — because she's seen what happens when that thread gets cut.