📱 Secure Salesforce Access with Microsoft Intune

Zero Trust Device Security for Your CRM

Your sales team accesses customer data from multiple devices—office workstations, field tablets, or personal phones.
IT Partner's Salesforce + Intune Integration ensures only compliant, managed devices can access sensitive CRM data.

🔒 What This Integration Does

We connect Microsoft Intune with Salesforce to enable:

📱 Device compliance enforcement before granting Salesforce access
🛡️ Conditional Access via Microsoft Entra ID (location, device risk, user sensitivity)
📁 App protection policies for Salesforce mobile app and browser access
🚨 Real-time access revocation for non-compliant or compromised devices
📊 Unified monitoring of device access patterns in Microsoft Endpoint Manager

💡 Why It Matters

Without Intune:

❌ Salesforce accessed from unsecured personal devices
❌ No control over data copying to unmanaged apps
❌ Lost/stolen devices remain access points

With Intune:
✅ Block access from jailbroken or non-compliant devices
✅ Prevent data leakage via copy/paste restrictions
✅ Wipe corporate data remotely without affecting personal content

🚀 Key Benefits

Zero Trust access – Block risky Salesforce logins via Entra ID Conditional Access
Protect CRM data – Intune app policies prevent copy/paste & save-as in Salesforce Mobile
BYOD security – Protect data without full device enrollment (app-level only)
Fast response – Block access within 15 min of compliance failure
Compliance ready – Auto-generate GDPR, HIPAA & financial reports
Unified visibility – Track Salesforce access via Endpoint Manager

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⚙️ How It Works

Entra ID Integration
- Configure Salesforce as enterprise app with SAML SSO
- Set risk-based Conditional Access policies
Intune Policies
- Deploy device compliance rules (OS version, encryption, jailbreak detection)
- Apply app protection policies to Salesforce mobile app
Monitoring
- Track access attempts in Microsoft Defender for Cloud Apps
- Note: Windows/Mac clients require third-party MDM for full control

Technical Requirements:

Salesforce Enterprise/Unlimited Edition
Microsoft Intune Plan 1 (or Microsoft 365 E3/E5)
Microsoft Entra ID P1/P2

⚠️ Limitations

Browser-based access: Limited to session timeout controls
Windows/Mac apps: Require third-party MDM for full protection
Offline data: Encryption requires Salesforce Mobile v23.2+

🎯 Who's This For?

Sales organizations with field teams using mobile devices
Companies storing PII in Salesforce (healthcare, financial services)
IT teams managing BYOD programs

🏆 Why Choose IT Partner LLC

Microsoft Intune Specialists: 50+ endpoint security deployments
Salesforce implementation expertise since 2018
Compliance Ready: Pre-built templates for HIPAA/GLBA

💬 Secure Your Salesforce Mobility Today

Protect CRM access with enterprise-grade device management.

Salesforce and Microsoft Intune Integration

IT Partner LLC

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