how to encrypt custom fields in salesforce

^{Encrypt New Data in Custom Fields in Salesforce Classic}

• 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.

Can I encrypt data in Salesforce?

- Formula & Reference fields cannot be encrypted. - After marking all fields for encryption if historical data is present you will need to export and import records to trigger a full encryption of data at rest or log a case with Salesforce Support to have a back end encryption job processed.

Can I encrypt custom fields?

To encrypt custom fields that have the Unique or External ID attribute, you can only use deterministic encryption. Some custom fields can’t be encrypted.

How do I keep custom text fields private in Salesforce?

Restrict other Salesforce users from seeing custom text fields that you want to keep private. Only users with the View Encrypted Data permission can see data in encrypted custom text fields.

What happens when I encrypt the name field?

When you encrypt the Name field, enhanced lookups are automatically enabled. Enhanced lookups improve the user’s experience by searching only through records that have been looked up recently, and not all existing records.

Can we encrypt custom fields in Salesforce?

You can encrypt standard fields on custom objects, and custom fields on both standard and custom objects. Shield Platform Encryption also supports custom fields in installed managed packages. Apply encryption to custom fields from the management settings for each object.

How do I encrypt a 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.

Which custom fields can I encrypt?

Which Custom Fields Can I Encrypt?Email.Phone.Text.Text Area.Text Area (Long)Text Area (Rich)URL.Date.More items...

How do I encrypt a field in Salesforce shield?

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 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.

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).

Can you encrypt formula fields in Salesforce?

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

Can we query encrypted field in Salesforce?

Salesforce does not allow use of encrypted fields in the WHERE and ORDER BY clauses of a query. These clauses are used in Salesforce Object Query Language (SOQL) and Salesforce Object Search Language (SOSL) queries in BMC Remedyforce code.

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.

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.

What are text 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. Some important points : User profiles who have the “View Encrypted Data” configuration enabled will be able to view the field normally.

Implementation Notes

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.

Best Practices

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.

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.