Transaction Security

Transaction Security is a Setup feature in Salesforce Shield that allows administrators to create policies that monitor real-time events and take automatic action when suspicious activity is detected. Policies can block actions, require multi-factor authentication, freeze users, or send notifications based on conditions like data export volume or login location.

Standard auditing tells you what happened after it happened. Transaction Security tells you what's happening as it happens - and lets you do something about it. A user trying to export 50,000 Account records, a login from a country your team doesn't operate in, an admin elevation outside business hours: each is a real-time event Transaction Security can match against a policy and respond to. Block the action, require step-up MFA, freeze the user, send an alert. The decision happens before any damage is done.

The reason it earns its place in any security-conscious org is that the alternative is forensic. Without real-time enforcement, the data export already left, the suspicious login already created the session, the elevation already touched something sensitive. Build policies for the high-impact event categories first (bulk export, admin elevation, login anomaly), test their detection rate in a sandbox, and roll them on alongside whatever incident response process catches the alerts.