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What To Look For In A CASB Solution - Critical Capabilities

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  • Aditya Sahu

The scale, speed and savings offered by SaaS and IaaS models are powering transformation across industries, but they come at a cost.

The move to hybrid cloud and remote work has shattered the traditional network perimeter, and critical data now moves through a patchwork of personal devices, unsanctioned apps and unmanaged networks. With every click, sync and share, the risks grow.

Enterprises need intelligent control, which is why a cloud access security broker (CASB) is an invaluable investment.

What is a CASB?

A cloud access security broker (CASB) acts as the intelligent middle layer between users and cloud services to detect risk, enforce policy and protect sensitive data as it travels through apps like Microsoft 365, Salesforce, Google Drive and beyond.

This guide unpacks the critical capabilities of this solution, shares real-world use cases and highlights how Forcepoint CASB, backed by its market-leading DLP, helps organisations take back control of their cloud data.

Critical Capabilities You Should Demand from a CASB

Not all CASBs are created equal. Some offer visibility but no enforcement. Others overload you with alerts but offer little clarity. Below is a breakdown of non-negotiable capabilities to look for.

CapabilityWhy It Matters
Cloud app discoveryIt identifies unsanctioned apps (Shadow IT) and maps usage patterns before they become blind spots.
Deep visibility into SaaS dataGo beyond logins to see who accessed what, when, where and how across apps like Salesforce, Microsoft 365, Box and Google Workspace.
Automated threat remediationDetect and respond to insider threats or compromised accounts with automated actions, from step-up authentication to session revocation.
Inline inspection and controlEnforce DLP policies to inspect uploads, shares and downloads for sensitive content like PII, IP or financial records.
Compliance automationUse prebuilt templates and reporting for standards like APRA CPS 234, ISO 27001 and PCI DSS.
Agentless application accessAllow secure, browser-based access to cloud apps without the need to install endpoint agents (ideal for third parties, contractors and unmanaged devices).
API and proxy supportSupport both out-of-band API and inline proxy models to fit your architecture. Choose what works best for each app or use case with minimal user disruption.

From Theory to Execution: Cloud Access Security Broker Use Cases

Below are common use cases where cloud access security brokers deliver tangible security outcomes.

Use CaseBusiness ProblemCASB Solution
Shadow IT controlStaff uses unsanctioned apps like Dropbox, WhatsApp or ChatGPT on company devices, risking data leakage and bypassing governance.Forcepoint CASB detects cloud app usage across endpoints. IT gains a complete inventory of sanctioned vs unsanctioned apps, with usage metrics by user, location and device.
Insider threat detectionA disgruntled employee exfiltrates sensitive files to a personal Google Drive before resigning (unnoticed by traditional endpoint tools).CASB monitors download spikes, strange access times or geolocation mismatches. Behavioural analytics flags anomalies and triggers automated policies like step-up authentication or alert escalation to SOC teams.
Compliance enforcementA finance company must meet APRA CPS 234 and NDB scheme obligations, but can’t prove who accessed what or when in its cloud ecosystem.Forcepoint CASB logs every cloud interaction and matches it against sensitive data policies. Auditable reports map directly to regulatory benchmarks, reducing overhead and legal exposure.
BYOD and remote workRemote contractors access sensitive project files on personal laptops with no device hardening — risking exposure of client IP.CASB applies context-aware access control where unmanaged devices can view content in “browser only”, with watermarks or redactions applied.
SaaS activity visibilityA healthcare provider stores patient files in Box, but has no visibility into how staff interact with those files.Forcepoint CASB enables document-level activity tracking — showing who viewed, downloaded, edited or shared each file. Admins can apply DLP rules to redact personal health data or block external shares.
Third-party collaborationA partner consultancy is onboarded to a joint environment, but months later, still retains full access to internal files.CASB identifies dormant and orphaned accounts to revoke access, alert owners and prompt access review.
Custom app risk managementA company develops an internal SaaS tool but lacks proper access controls and logging. This exposes client data to engineers who don’t need it.CASB extends protection to custom-built apps via API or proxy integration. It applies access controls, logging and DLP policies to in-house platforms — enforcing least privilege without costly redevelopment.

Australia's Compliance Reality

Australia doesn't just recommend data security, but regulates it. Local frameworks like the Privacy Act 1988, APRA CPS 234 and the Notifiable Data Breaches (NDB) scheme demand proof of active security measures on top of due diligence. For many sectors, non-compliance is both a legal and reputational issue.

A CASB is what helps navigate these frameworks by providing auditable control over cloud activity and real-time visibility on where data is going, who's accessing it and how. Forcepoint's CASB aligns natively with Australian compliance standards and offers pre-configured policies and integration with your broader cyber stack. It delivers proactive protection, not just patchwork coverage.

Unifying Cloud Control: How Forcepoint CASB and DLP Work Together

Plenty of CASBs highlight visibility. But most fall short when it comes to absolute control and deep DLP integration.

Forcepoint CASB does precisely that by going beyond surface-level monitoring to deliver granular, context-aware protection across SaaS, IaaS, web apps, email, endpoints and private cloud. With built-in support for over 800,000 cloud applications, it empowers your organisation to protect what matters most.

Forcepoint DLP leads the market for good reason. It leverages a 50-dimensional AI model to continuously identify sensitive data across cloud, email and endpoint environments. This intelligence directly informs DLP policy enforcement across the platform.

More than just flagging risky activity, it understands context. That means fewer false positives, stronger policy enforcement and better protection (without getting in your team's way).

Secure Your Cloud Apps with Confidence

The question is no longer "What is a CASB?", but are you using one capable of handling the risks you face?

Forcepoint helps regulated industries lock down cloud data, detect insider risk and meet compliance head-on. Our CASB and DLP technologies work hand-in-hand to secure how data is used, not just where it lives.

If you're evaluating CASBs or assessing your compliance risk, our specialists can help. Talk to a Forcepoint expert today.

  • Aditya Sahu - Sr. Technical Marketing Engineer

    Aditya Sahu

    Aditya Sahu serves as the Senior Technical Marketing Engineer at Forcepoint, focusing on Secure Service Edge (SSE) and other security products. With more than 14 years of expertise in cybersecurity, Aditya is dedicated to assisting organisations in safeguarding their data against constantly evolving cyber threats.

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