how to encrypt a field in salesforce

How do I encrypt a field in Salesforce?

• From the management settings for the object, go to Fields.
• In the Custom Fields & Relationships section, create a field or edit an existing one.
• Select Encrypted. All new data entered in this field is encrypted. By default, data is encrypted using a probabilistic encryption scheme.
• Click Save.

Full Answer

What fields can I encrypt in Salesforce?

You can encrypt certain fields on standard and custom objects, data in Chatter, and search index files. With some exceptions, encrypted fields work normally throughout the Salesforce user interface, business processes, and APIs. Available as an add-on subscription in: Enterprise , Performance, and Unlimited Editions.

How do I enable encryption on Salesforce CPQ standard objects and fields?

Salesforce CPQ standard objects and fields are available to users who have the Salesforce CPQ permission set license. To enable encryption on the Employee object, contact Salesforce Customer Support.

How do I manage master encryption keys in Salesforce?

You can archive, delete, and import your master encryption key. To enable master encryption key management, contact Salesforce. You can use encrypted fields in email templates but the value is always masked regardless of whether you have the View Encrypted Data permission.

How do I encrypt custom fields in platform encryption?

When implementing Platform Encryption you may need to encrypt custom fields which contain PII or other sensitive information. Using the Setup menu you can review and mark custom fields for encryption. Navigate to Setup.

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How do I encrypt a custom field in Salesforce?

Encrypt Custom Fields on Standard/Custom Objects in LightningNavigate to Setup.Select Object and Fields - Object Manager.Select object.Select Field and Relationship.Click on Field Name.Select Edit and check the box next to Encrypt.Click Save.

How do I create an encrypted text field in Salesforce?

To encrypt the values of an existing (unencrypted) field, export the data, create an encrypted custom field to store that data, and import that data into the new encrypted field. Mask Type isn't an input mask that ensures the data matches the Mask Type.

How do I create a classic encrypted field in Salesforce?

Encrypt New Data in Custom Fields in Salesforce ClassicFrom the management settings for the object, go to Fields.In the Custom Fields & Relationships section, create a field or edit an existing one.Select Encrypted. All new data entered in this field is encrypted. ... Click Save.

Can you encrypt formula fields in Salesforce?

Formula values are not stored in the database, and thus cannot be encrypted.

How do I enable encryption in Salesforce?

Encrypt Fields, Files, and AttachmentsFrom Setup, in the Quick Find box, enter Platform Encryption, and then select Encryption Policy.Select Encrypt Fields.Click Edit.Select the fields you want to encrypt, and click Save.

How do I mask a field in Salesforce?

Follow the steps to create a new masking configuration:From the list of all standard and custom objects in your production org, select any objects that contain sensitive data that you want to mask. ... For each selected object, configure the masking rules for each of its fields. ... Click Save.

How is data encrypted in Salesforce?

Salesforce encryption uses an HSM-based key derivation system. Your organization will have its own data encryption key, which will never be shared or saved across other organizations. Your unique key material will encrypt and decrypt documents as needed.

Who can see encrypted field in Salesforce?

4 Answers. Show activity on this post. By Default no profile can see Encrypted Data. Only those profile which has “View Encrypted Data” permission can see encrypted fields and by default this permission is not given to any profile.

Which tools are used for data encryption in Salesforce?

Salesforce provides several tools for encrypting data:encrypted text fields (classic encryption)Salesforce Shield. event monitoring. Field Audit Trail. Shield Platform Encryption.protecting data in Apex. Apex encryption (Crypto class)

What is the use of encrypted fields in Salesforce?

Encrypted Custom Fields are a new field type (released after winter 08) that allows users to store sensitive data in encrypted form and apply a mask when the data is displayed (e.g., Credit Card Number: XXX-XXX-XX-1234).

How do I find encrypted fields in Salesforce?

Available in both Salesforce Classic and Lightning Experience. From Setup, in the Quick Find box, enter Platform Encryption , and then select Key Management. Select Search Index from the picklist.

How do I decrypt an encrypted field in Salesforce?

How do I Decrypt an Encrypted Field in Salesforce?Select the Encryption Policy in Setup.Click Encrypt Fields.Deselect the fields that you no longer want to encrypt. Please note that File encryption is either on or off, so you can't turn it off for just specific fields!

What is an encrypted field?

Encrypted fields are encrypted with 128-bit master keys and use the Advanced Encryption Standard (AES) algorithm. You can archive, delete, and import your master encryption key. To enable master encryption key management, contact Salesforce. You can use encrypted fields in email templates but the value is always masked regardless ...

Can encrypted text fields be unique?

Encrypted text fields: Can’t be unique, have an external ID, or have default values. Aren’t available for mapping leads to other objects. Are limited to 175 characters because of the encryption algorithm. Aren’t available for use in filters such as list views, reports, roll-up summary fields, and rule filters.

Can you use encrypted fields in email templates?

You can use encrypted fields in email templates but the value is always masked regardless of whether you have the View Encrypted Data permission. If you have the View Encrypted Data permission and you grant login access to another user, the user can see encrypted fields in plain text.

Can you edit encrypted fields?

Encrypted fields are editable regardless of whether the user has the View Encrypted Data permission. Use validation rules, field-level security settings, or page layout settings to prevent users from editing encrypted fields. You can still validate the values of encrypted fields using validation rules or Apex.

What is enhanced lookup?

Enhanced lookups improve the user’s experience by searching only through records that have been looked up recently, and not all existing records. Switching to enhanced lookups is a one-way change. You can’t go back to standard lookups, even if you disable encryption.

Can you change the field type after encrypting?

After a custom field is encrypted, you can’t change the field type. For custom phone and email fields, you also can’t change the field format. Important. When you encrypt the Name field, enhanced lookups are automatically enabled.

Compatible Health Cloud Fields

Health Cloud standard objects and fields are available to users who have the Health Cloud Platform permission set license.

Compatible Financial Services Cloud Fields

Financial Services Cloud standard objects and fields are available to users who have Financial Services Cloud enabled.

Compatible Insurance for Financial Services Cloud Fields

Insurance for Financial Services Cloud standard objects and fields are available to users who have Financial Services Cloud enabled.

Compatible Loyalty Management Fields

Loyalty Management standard objects and fields are available to users who have Loyalty Management enabled.

Compatible Salesforce CPQ Fields

Salesforce CPQ standard objects and fields are available to users who have the Salesforce CPQ permission set license.