SaaS Security Posture Management (SSPM) Checklist

Automate Remediation with a SaaS Application Security Platform

With the increasing reliance by organizations on a multitude of SaaS applications for core business functions, managing the security posture of these applications can be a complex challenge. These applications have evolved to become complex platforms, with many unique configurations distinct from other platforms, which security executives acknowledge is one of their top SaaS security challenges. These new features result in complexity that requires security teams to develop specific expertise in SaaS applications and to stay up-to-date as they rapidly change. In addition, many mission critical SaaS applications, such as GitHub, Salesforce, and Workday, are administered by specific business units, outside of the purview of IT or security teams.

This is where SaaS Security Posture Management (SSPM) comes in. An SSPM solution provides continuous visibility and control over your business-critical SaaS applications, helping you identify, prioritize and remediate security misconfigurations, identity threats, excessive data exposure, and risky SaaS-to-SaaS integrations.

Establishing a SaaS security and compliance checklist can help your security and IT teams identify the top SaaS security challenges and efficiently mitigate SaaS security risks.

As your organization explores the role SaaS Security Posture Management plays in your security stack, it is important to focus on some key deliverables. For each category, the SSPM solution should deliver value that aligns with your company’s strategy. Below is a list of key functions that an SSPM platform should deliver for your organizations.

The SaaS Security Checklist was created by SaaS Security experts to help your Security and IT teams build successful SaaS security programs. It is modeled on best practices as outlined by the NIST Cybersecurity Framework, ISO-27001, CIS Critical Security Controls and the NCSC’s Shared Responsibility Model.

Get Started: SSPM Key Functions to Evaluate

SaaS Coverage

The first step in effective SaaS security is to map out existing business-critical applications, as well as to verify the range of applications your SSPM covers as you adopt new applications as your organization grows.

Existing SaaS Coverage
Integrate and support the mission critical SaaS applications in your environment.
For example: Microsoft 365, Google Workspace, Slack, Salesforce, Atlassian, Okta, GitHub, ServiceNow, Zoom, Workday
Expanding SaaS Coverage
Support requests for new SaaS applications based on expanding business user needs
Settings Risk Scoring
Generate a risk score for each misconfiguration to prioritize action based on impact

Visibility

SSPM should make it easy to know your SaaS risk exposure

Identify SaaS Misconfigurations

Security Settings & Configuration Drift
Identify SaaS misconfigurations and their deviations over time
Standard Regulations
Align misconfigurations with industry standards and best practices such as NIST, ISO and CIS to prioritize action

Ensure Identity Security

MFA Coverage
Identify all accounts that do not have proper MFA enforcement configured
Dormant Accounts
Discover inactive accounts (ex-employees or contractors)
Admin Access
Determine every user with admin level access to a SaaS application
SSO Configuration
Detect accounts that have direct SaaS access without corporate SSO via SAML or OIDC

Manage Data Exposure

External Data Shares
Generate an inventory of all externally shared assets - including who they are shared with and what permissions were granted
Data Shared with an Open Link
Identify all assets that have been widely shared to “anyone with a link”
Dormant Data Sharing Links
Discover external asset shares that are inactive and no longer used by external collaborators
Data Shared with Private Accounts
Distinguish between assets shared with corporate accounts and private ones (such as gmail.com or hotmail.com)
Email Forwarding Rules
Detect automated email forwarding rules that users have configured

Discover SaaS-to-SaaS Integrations

API Keys, OAuth Tokens, and 3rd Party Apps
Discover every API enabled SaaS-to-SaaS integration into your Mission Critical SaaS applications
Integrations Risk Score
Generate a risk score for every integration based on the impact, exposure, vendor, andother critical context
SSO Integration
Distinguish between SSO integrations for SAML apps or “sign in with” and integrations with access to corporate data
Third-party Vendor Access
Identify the vendor behind every SaaS-to-SaaS integrations
High Privilege Access
Identify all SaaS-to-SaaS integrations that have high privilege access, including the difference between org-wide admin consent and user consent
Integration Vetting
Enable a process for managing vetting status of approved and unauthorized integrations

Request A SaaS Security Risk Assessment

Get a detailed assessment of your SaaS security posture with detailed recommendations for remediating risks for one of your core SaaS platforms like Microsoft 365, Google Workspace, or Salesforce.

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SaaS Compliance Checklist

SSPM tools allow you to measure compliance of your SaaS applications against industry standards.

Access Management
Identify and reduce excessive permissions to minimize data exposure and align with SOC 2, HIPAA, ISO, and NIST regulatory frameworks and standards
Risky Integrations
Detect and manage over-privileged, inactive, or dormant third-party SaaS integrations
External Data Shares
Monitor and secure inactive or risky external shares to reduce data exposure
Audit Readiness
Monitor multi-SaaS activity logs and access reports to support compliance audits and security reviews.
Compliance Reporting
Generate reports demonstrating compliance for regulatory bodies, partners, and internal stakeholders

Remediation

SSPM should make it easy to fix any security issues. To meet SaaS security compliance standards and reduce risks, the SSPM should include manual and automated remediation options that align with your security policy.

Manual Remediation

Manual Remediation Guidance
Identify and reduce excessive permissions to minimize data exposure and align with SOC 2, HIPAA, ISO, and NIST regulatory frameworks and standards
Ticketing Workflow Management
Integrate with your ticketing system such as ServiceNow and Jira to support opening tickets for security, IT, and business admins
Role-Based Access Control for SaaS Admins
Enable non-security users to access the SSPM with least privilege access to track the posture of the SaaS they manage

Automated Remediation

Customized Automated Workflows
Automate manual processes according to the security policy. Can be based on a pre-defined trigger with or without a business user justification and with optional ticketing automation
Revoke SaaS-to-SaaS Integrations
Revoke integrations through policy-based evaluation of their risk score, level of access, activity, etc.
Remove Data Shares
Remove data shares through policy-based evaluation of their risk score, level of access, activity, etc.

Business User Collaboration

Collect Business User Justifications
Engage the business users to collect additional context on configured SaaS risks to enable remediation
User Guided Remediation
Give clear instructions for business users to self-support the remediation of SaaS risks
Education on SaaS Risk Remediation
Provide the business users with clear guidance on the risks they configured and how to remediate it themselves

Management

SSPM should be easy to operate and manage

Enforce Access to Mission Critical SaaS Applications

Configurable Settings
Customized alerting based on individual company risk tolerance and policy
Ecosystem Integrations
Integrate with TPRM, SIEM, SOAR, etc. to enable security team workflows based on SSPM platform data

Emerging Risks in SaaS Security

As organizations adopt more SaaS applications, emerging risks—such as unauthorized AI integrations, unmonitored SaaS-to-SaaS integrations, and shadow IAM—pose significant threats. Additionally, the growth of Generative AI tools heightens data privacy risks and complicates compliance efforts. Valence proactively addresses these evolving challenges by monitoring for risky integrations, providing insights into shadow IAM, and securing data flow across AI-powered applications.

Explore the SaaS Security Posture Management
Buyer’s Guide

For organizations managing multiple mission-critical SaaS applications, selecting the right SSPM platform is key to addressing today’s SaaS security challenges. Our SSPM Buyer’s Guide provides an in-depth look at SSPM features, SaaS coverage needs, and remediation options to help you make an informed decision. Discover how SSPM can enable your security team to build a proactive, effective SaaS security program.

Get Started by Understanding Your Own Risk

Business-critical SaaS applications contain highly valuable information, and can often be used by cybercriminals as an entrance point to your environment. While many of the security products deployed appear effective, they leave gaps in coverage and do not mitigate individual SaaS applications risk. To close these gaps, an SSPM platform is needed to help security teams enable the business while keeping up with the rapid pace of SaaS adoption.

To best understand the unique risks of your SaaS environment, integrate a chosen SSPM platform with your business-critical SaaS and begin generating actionable insights. Since the deployment of SSPM is agentless and very lightweight, using real data will not impact business operations and will speed up the correction of any identified SaaS security risks. This process should prove the value of SSPM, with a detailed report on critical SaaS security risks showing the wider security team where to focus their attention in the short term. The best SSPM platforms are quick to integrate and take less than 48 hours to generate a detailed report on key areas of SaaS security risk.

We Can Help You Get Real-Time Insights - Request A SaaS Security Risk Assessment

Our comprehensive SSPM checklist ensures you're asking the right questions, but true security comes from actionable data.

Start your free SaaS risk assessment today and see how Valence can help you:

  • Identify and prioritize critical SaaS security risks.
  • Gain comprehensive visibility into misconfigurations, data exposure, and risky SaaS-to-SaaS integrations.
  • Automate remediation workflows to simplify security operations.
  • Take control of your SaaS security posture. Get your free assessment now!

About Valence Security

Valence enables security teams to find and fix SaaS risks. As SaaS complexity and distributed management present security challenges, the Valence SaaS security platform provides unparalleled and actionable insights into configuration, identity, data, SaaS-to-SaaS integration, and GenAI risks. The Valence platform offers comprehensive SaaS security posture management (SSPM), risk remediation, and identity threat detection and response (ITDR). Valence’s unique remediation by choice capabilities allow security teams to leverage manual remediation, automated workflows and business user collaboration to scale their risk reduction and proactively secure their SaaS. Leading organizations leverage Valence to empower their business to securely adopt SaaS.

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SaaS Security & Posture Management - A Buyer's Guide

If you’re looking to invest in SaaS Security, here’s the 2024 Buyer’s Guide that covers everything you need to know when buying an SSPM solution.

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