how to encrypt fields 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.

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.

What are the limitations of encrypted fields in Salesforce?

An encrypted field cannot be configured with a default value. You can’t use encrypted fields in report filters and list views. You can’t use the encrypted fields in SOQL “where/order” clauses. Also we can not use encrypted field formula fields, workflow rules, workflow field updates, approval process entry criteria, and approval step criteria.

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.

What happens when you clone an encrypted custom field in Salesforce?

If you clone a record that has encrypted custom fields, Salesforce will copy the data from the field ONLY if the user has the “view encrypted data” permission. You can access the data of encrypted field in apex, i.e value is always unmasked.

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.

How do I encrypt an existing 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.

Can we encrypt standard fields 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.

How do you encrypt data fields?

We use the following steps for column level encryption:Create a database master key.Create a self-signed certificate for SQL Server.Configure a symmetric key for encryption.Encrypt the column data.Query and verify the encryption.

How do I enable 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.

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.

What type of fields can be encrypted in Salesforce?

You can apply Shield Platform Encryption to the contents of fields that belong to one of these custom field types.Email.Phone.Text.Text Area.Text Area (Long)Text Area (Rich)URL.Date.More items...

Is data in Salesforce encrypted?

Salesforce.com utilizes some of the most advanced technology for Internet security available today. When you access our site using a supported web browser, Secure Socket Layer (SSL) technology protects your information using both server authentication and data encryption.

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 is an encrypted field?

Encrypted fields are stored with additional security on our servers, so they're ideal for fields that are collecting extra-sensitive data. Encrypted data can only be read by a machine with a specific key and password that we keep hidden and protected, so if the data were to be compromised it could not be read.

What field should be encrypted?

Examples of fields that can be encrypted are credit card numbers, social security numbers, bank account numbers, health-related information, wages and financial data. Once a field is chosen, all the data in that field will automatically be encrypted. Encryption can be done using either secret or public keys.

What is the use of field encryption?

On the other hand, applying Field Level Encryption on the client-side allows the security engineers to specify the fields of a document that should be kept encrypted. Sensitive data is transparently encrypted/decrypted by the client and only communicated to and from the server in encrypted form.

What's the difference between classic encryption and shield platform encryption?

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 are text encrypted fields?

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.

What is platform encryption in Salesforce?

Key Management and Rotation Shield Platform Encryption lets you control and rotate the key material used to encrypt your data. You can use Salesforce to generate a tenant secret for you, which is then combined with a per-release master secret to derive a data encryption key.

What is Salesforce shield?

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.

Why use encrypted custom fields?

Use encrypted custom fields only when government regulations require it because they involve more processing and have search-related limitations.

Can you clone an encrypted field?

Only users with the View Encrypted Data permission can clone the value of an encrypted field when cloning that record.

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.

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.

Can you use deterministic encryption to encrypt custom fields?

To encrypt custom fields that have the Unique or External ID attribute, you can only use deterministic encryption.

Can you apply shield encryption to fields?

You can apply Shield Platform Encryption to the contents of fields that belong to one of these custom field types.

When you encrypt a field, are existing values encrypted?

When you encrypt a field, existing values aren't encrypted immediately. Values are encrypted only after they’re touched or after they’re synchronized with the latest encryption policy. Synchronize existing data with your policy on the Encryption Statistics page in Setup.

What does selecting an activity field do?

Selecting an Activity field encrypts that field on standalone events, event series (Lightning Experience), and recurring events (Salesforce Classic).

Is Salesforce Shield available in Developer Edition?

Available as an add-on subscription in: Enterprise , Performance, and Unlimited Editions. Requires purchasing Salesforce Shield. Available in Developer Edition at no charge for orgs created in Summer ’15 and later.

Is email to case encrypted?

If you use Email-to-Case, these fields are also encrypted on the customer emails that generate cases.

Can you use deterministic encryption on long text fields?

Deterministic encryption is unavailable for long text fields and fields that have Notes in the name .

Can you encrypt 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.