4. Double Down On Security Precautions

Given that people were entering sensitive financial information into the CFB Strategies database, the company had to address several security concerns.

Salesforce sent users an independent verification code every time they attempted to log in to the system, Anderson said. Additionally, if a user attempted to log in from a different IP address, they would receive an email confirming their identity.

CFB experienced no security incidents during the campaign, Anderson said.