Salesforce and Microsoft Intune Integration

📱 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

⚙️ How It Works

1. Entra ID Integration

   • Configure Salesforce as enterprise app with SAML SSO
   • Set risk-based Conditional Access policies

2. Intune Policies

   • Deploy device compliance rules (OS version, encryption, jailbreak detection)
   • Apply app protection policies to Salesforce mobile app

3. 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.

• ➡️ +1-855-700-0365
• ➡️ sales@o365hq.com
• ➡️ Request a Call
• ➡️ Message via Teams