Slaesforce FAQ

how to encrypt ssn field in an object in salesforce

by Emanuel Adams Published 2 years ago Updated 2 years ago
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To make field encrypted in your salesforce Organisation:- 1)Goto Setup, use the Quick Find box to find the Platform Encryption setup page. 2)Click Encrypt Fields.

Encrypt Data in Custom Fields in Lightning Experience
  1. Locate the “Object Manager” tab and then choose your object.
  2. Then, click on the “Fields & Relationships” button.
  3. After doing so, you will be prompted to create or edit a custom field.
  4. Make sure that you select “Encrypted” when generating your field.

Full Answer

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.

How do I encrypt data in an existing field?

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.

Can other users see the value of an encrypted field?

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

Are the fields in an email-to-case file encrypted?

If you use Email-to-Case, these fields are also encrypted on the customer emails that generate cases. The Individual object is available only if you enable the org setting to make data protection details available in records.

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How do I encrypt a field in Salesforce?

Encrypt New Data in Standard FieldsMake sure that your org has an active encryption key. ... From Setup, in the Quick Find box, enter Platform Encryption , and then select Encryption Policy.Click Encrypt Fields.Click Edit.Select the fields you want to encrypt. ... Click Save.

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 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.

Can you encrypt formula fields in Salesforce?

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

What fields Cannot be encrypted in Salesforce?

Some custom fields can't be encrypted.Fields on external data objects.Fields that are used in an account contact relation.Fields with data translation enabled.Rich Text Area fields on Knowledge Articles.

How do I encrypt a custom field in Salesforce lightning?

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).

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 does encryption protect data in Salesforce?

In the general sense, data encryption is the process of preventing unauthorized users from accessing your data. When data is encrypted, it is coded using a key. The only people that can decrypt the data are those with the key. Hypothetically, it is possible for people to decipher the data without the key.

How do I view encrypted fields in Salesforce?

You can only assign the View Encrypted Data permission to a custom profile.Navigate to Salesforce Setup.In the Quick Find search box, type in Profiles.Click Profiles.Select the User Profile that needs to merge encrypted data.Click System Permissions.Click Edit.Check the View Encrypted Data checkbox.Click Save.

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.

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