Shield Platform Encryption is available for free in Developer Edition orgs. All other editions require you to purchase a license. With Shield Platform Encryption, you can encrypt all kinds of confidential and sensitive data at rest on the Salesforce Platform.
Full Answer
Is Salesforce shield available in my organization?
Ask your Salesforce administrator if Salesforce Shield is available in your organization. Shield Platform Encryption allows you to natively encrypt your most sensitive data at rest across all your Salesforce apps.
Why do I need a Salesforce platform license?
It is important that every user in your organization using Salesforce has their own license, so the cost can quickly add up. Salesforce Platform licenses provide you a way to have some of your users on less expensive credentials so you can reduce your overall licensing costs while still providing all users access to the data they depend on.
Which Salesforce billing portals don’t support shield platform encryption?
•Salesforce Billing Legacy portals (customer, self-service, and partner) don’t support data encrypted with Shield Platform Encryption. If legacy portals are active, Shield Platform Encryption can’t be enabled.
How do I enable demo licenses in Salesforce?
You can ask your Salesforce Account Executive to get (demo) licenses enabled. When you change a user’s license (e.g., between “Salesforce” and “Salesforce Platform”, as we’ll see later on) all the existing Permission Sets are removed from that user.
What does Salesforce Shield include?
Salesforce Shield is a trio of security tools that helps admins and developers build extra levels of trust, compliance, and governance right into business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.
How does Salesforce shield work?
Shield Platform Encryption builds on the data encryption options that Salesforce offers out of the box. Data stored in many standard and custom fields and in files and attachments is encrypted using an advanced HSM-based key derivation system, so it's protected even when other lines of defense have been compromised.
Is Salesforce shield an add-on?
Salesforce Shield is available as an add-on and is priced at a percentage of a customer's total Salesforce product spend.
How do I enable Shield platform encryption in Salesforce?
How to enable Platform Encryption in Salesforce?Create a Permission Set with "Manage Encryption Keys Permissions Salesforce" permission.Go to "Platform Encryption".Click "Generate Tenant Secret".Use Encrypt Files and Attachments to encrypt attachments and Encrypt Fields to encrypt the fields.
What is the difference between Shield platform encryption and classic encryption in Salesforce?
Classic encryption lets you protect a special type of custom text field, which you create for that purpose. With Shield Platform Encryption, you can encrypt a variety of widely used standard fields, along with some custom fields and many kinds of files.
What can businesses do with Salesforce shield?
See how Salesforce Shield helps you:Monitor app and data use.Encrypt sensitive data.Automate security policies.Run compliance audits.
How do I know if I have Salesforce shield?
Contact Salesforce to get Shield Platform Encryption License. Shield Platform Encryption is automatically available in Developer Edition orgs created on or after the Summer of 2015.Check this permission are available in case if you have Licensed.
What is Shield platform encryption?
Shield Platform Encryption relies on a unique tenant secret that you control and a master secret that's maintained by Salesforce. By default, we combine these secrets to create your unique data encryption key. You can also supply your own final data encryption key.
How many fields can Salesforce shield track?
60 fieldsWith Field Audit Trail, you can track up to 60 fields per object. Without it, you can track only 20 fields per object.
What is the difference between Shield platform encryption and classic encryption quiz?
Shield Platform Encryption also supports person accounts, cases, search, approval processes, and other key Salesforce features. Classic encryption lets you protect only a special type of custom text field, which you create for that purpose.
Which other tools should you use with Shield platform encryption to control who sees which data in your org?
Shield Platform Encryption is not a user authentication or authorization tool. To control which users can see which data, use out-of-the-box tools such as field-level security settings, page layout settings, and sharing rules, rather than Shield Platform Encryption.
Is Salesforce data encrypted at rest?
Yes, Salesforce has encryption solutions for your data while it is in transit and at rest. These various encryption strategies are designed to protect your data at all times.
What is shield platform encryption?
Shield Platform Encryption allows you to natively encrypt your most sensitive data at rest across all your Salesforce apps. Encrypting data at rest adds another layer of protection to PII, sensitive, confidential, or proprietary data. It also helps you meet both external and internal data compliance policies while keeping critical app functionality — like search, workflow, and validation rules. You keep full control over encryption keys and can set encrypted data permissions to protect sensitive data from unauthorized users. See Shield Platform Encryption.
What is event monitoring in Salesforce?
Real-Time Event Monitoring gives you access to detailed performance, security, and usage data on all your Salesforce apps. See who is accessing critical business data when, and from where. Understand user adoption across your apps. Troubleshoot and optimize performance to improve end-user experience. Event Monitoring data is tracked via the API and can be imported into any data visualization or application monitoring tool, like Analytics, Splunk, or New Relic. To get started, check out our Event Monitoring training course.
Salesforce Licenses – Recap
As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet – just click “download the full comparison sheet” on the relevant page:
What are Platform Licenses?
Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related.
Important Tips!
Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard features. The main example is Opportunities and recreating the functionality contained therein to save on cost.
Changing Salesforce Licenses
Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface.
Best Practice
Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course) – this enables users with different licenses to share the same permission sets.
Summary
There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business.
What is shield platform encryption?
Shield Platform Encryption gives your data a whole new layer of security while preserving criticalplatform functionality. It enables you to encrypt sensitive data at rest, and not just when transmittedover a network, so your company can confidently comply with privacy policies, regulatoryrequirements, and contractual obligations for handling private data.
How many fields can be encrypted in Salesforce?
Up to 200 formula fields can reference a given encrypted custom field. A field that is referenced by more than 200 formula fields can’tbe encrypted. If you need to reference an encrypted custom field from more than 200 formula fields, contact Salesforce.
How often can you encrypt data in Salesforce?
Self-service background encryption can encrypt data once every 7 days. This limit includes synchronization processes initiated from theEncryption Statistics and Data Sync page, synchronization that automatically runs when you disable encryption on a field, andsynchronization completed by Salesforce Customer Support at your request.
Can you encrypt a standard field?
You can’t encrypt standard fields, because a legacy customer or partner portal (created before2013) is enabled in your organization. To deactivate a legacy customer portal, go to the CustomerPortal Settings page in Setup. To deactivate a legacy partner portal, go to the Partners page inSetup.
Can you filter data with shield?
You can filter data that’s protected with Shield Platform Encryption using deterministic encryption. Your users can filter records inreports and list views, even when the underlying fields are encrypted. You can apply case-sensitive deterministic encryption orexact-match case-insensitive deterministic encryption to data on a field-by-field basis.
Can you encrypt a custom field in a managed package?
Turn on encryption for custom fields in installed managed packages from theAdvanced Settings page, and then apply encryption to custom fields in your installed managedpackage.
Where does Salesforce CRM originate?
It is common that Salesforce CRM implementation and usage originates in an organization’s sales department, where it creates a high degree of value for the firm. Recognizing the value of the platform, usage then expands into other areas of the company.
Can you leverage Salesforce Platform Licenses?
For those of you using Salesforce Enterprise, Unlimited, Performance, or Developer Editions of the respective products you’ve purchased, you may have the ability to leverage Salesforce Platform Licenses for some of your users to substantially reduce your total Salesforce licensing costs.
Is field data encrypted?
You’re all set. Field values are encrypted only in records created or updated after encryption is enabled. Remember, encryption doesn’t take the place of field-level access controls. Encrypted data looks just like unencrypted data from the user’s point of view.
Does Doc Mosey use Salesforce?
Now that Doc Mosey has his clinic all set up, he needs to make sure that his electronic patient records and online patient portal are ready for action. He’s done his homework and has decided to use Salesforce to meet regulatory requirements for securing access to health records. Roles and profiles help regulate internal access to certain records: Nurses have access to health records and lab results, office assistants can update contact and basic record information, and patients are able to update personal information and print prescriptions online.
Does Doc Mosey update tenant secrets?
Doc Mosey is fastidiously clean by trade and habit, and he encourages you to regularly update your org’s tenant secret. Just like updating a password, frequently updating tenant secrets reduces the likelihood that malicious third parties can brute-force their way into your org.
Salesforce Licenses – Recap
What Are Platform Licenses?
- Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related. Here are some examples of where the Platform licenses could be suitable: 1. Your busine...
Important Tips!
- Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard fe...
- Features do change over time– you can check the date at the top of this article for when it was last updated! e.g., a license may have a certain limitation at one point in time that may be cha…
- Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard fe...
- Features do change over time– you can check the date at the top of this article for when it was last updated! e.g., a license may have a certain limitation at one point in time that may be changed...
- If you’re not sure, test it in a sandbox. You can ask your Salesforce Account Executive to get (demo) licenses enabled.
- When you change a user’s license (e.g., between “Salesforce” and “Salesforce Platform”, as we’ll see later on) all the existing Permission Sets are removed from that user. You can just r…
Changing Salesforce Licenses
- Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface. It’s just a matter of a couple of clicks to transfer users between one an…
Best Practice
- Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course)– this enables users with different licenses to share the same permission sets. It reduces the number of profiles you need keeping things relatively easy to maintain going forward as you only need to update pe…
Summary
- There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business. Further reading: 1. Salesforce Licensing – Understand How Licenses Work (Trailhead) 2. A text version of the above diagram, which summarises the various features availa…