Slaesforce FAQ

how to implement salesforce shield

by Max Sporer PhD Published 2 years ago Updated 2 years ago
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  • Identify your organization’s encryption requirements. For this, it’s important to note that the more fields you encrypt, the higher the risk is that your Salesforce org can be impacted by ...
  • Confirm your security and permissions settings. ...
  • Define your “Key-Keepers”. ...

Full Answer

What is Salesforce shield and how do I get It?

Salesforce Shield is a trio of security tools that developers can use to build a new level of trust, transparency, compliance, and governance right into business-critical apps. It includes Platform Encryption, Event Monitoring, and Field Audit Trail. Ask your Salesforce administrator if Salesforce Shield is available in your organization.

Can I bring my own key to Salesforce shield?

Bring Your Own Key (BYOK) When you supply your own tenant secret, you get the benefits built-in to Salesforce Shield Platform Encryption, plus the extra assurance that comes from exclusively managing your tenant secret. Cache-Only Key Service Shield Platform Encryption’s Cache-Only Key Service addresses a unique need for non-persisted key material.

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 to enable encryption on the Employee object in Salesforce?

To enable encryption on the Employee object, contact Salesforce Customer Support. Alternate Email Email First Name Employee Home Address Home Phone Last Name Middle Name Preferred First Name 11 Strengthen Your Data's Security with Shield Platform Which Standard Fields Can I Encrypt?

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How do I use Salesforce shield?

0:301:39Salesforce Shield - Product Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd software with simple point-and-click tools you can encrypt fields files. And attachments at theMoreAnd software with simple point-and-click tools you can encrypt fields files. And attachments at the UI level and easily manage encryption keys by rotating the exporting and destroying keys.

How do I turn on Salesforce shield?

Turning on Shield Platform Encryption is as easy as 1-2-3.Provision your license. Contact Salesforce to get one. ... Assign permissions.To enable Shield Platform Encryption, you need the Customize Application and Manage Encryption Keys permissions. ... Enable Shield Platform Encryption for your org.

What does Salesforce shield do?

Salesforce Shield is a trio of security tools that helps you build extra levels of trust, compliance, and governance right into your business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.

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.

How many fields can Salesforce shield track?

60 fieldsYou can update the retention policy on an object as often as needed. With Field Audit Trail, you can track up to 60 fields per object. Without it, you can track only 20 fields per object. With Field Audit Trail, archived field history data is stored until you manually delete it.

How do I encrypt data in Salesforce?

Required Editions and User PermissionsMake 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.

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.

Do I need Salesforce shield to be Hipaa compliant?

Salesforce can be HIPAA compliant, but you must talk to your account representative to sign a Business Associate Agreement (BAA). You can connect Salesforce to “Shield” premium services for additional monitoring, encryption, and auditing.

What is data Shield Salesforce?

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.

What is the difference between Shield platform encryption and classic 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.

How do I enable platform encryption?

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.

Does Salesforce encrypt data at rest?

Is Salesforce Encrypted? 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 learning map?

The Shield Learning Map is a friendly, centralized resource for all things Shield. No matter which Shield product you buy or how you plan to use it, the learning map offers a clear path toward success. You can find links to the Shield Learning Map from Shield product documentation, or go directly to https://shieldlearningmap.com.

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.

What is field audit trail?

You can use it for regulatory compliance, internal governance, audit, or customer service. Built on a big data backend for massive scalability, Field Audit Trail helps companies create a forensic data-level audit trail with up to 10 years of history. You can also set triggers for when data is deleted.

Platform Encryption

Platform Encryption allows you to natively encrypt your most sensitive data at rest across all your Salesforce apps. This helps you protect PII, sensitive, confidential, or proprietary data and meet both external and internal data compliance policies while keeping critical app functionality — like search, workflow, and validation rules.

Event Monitoring

Event Monitoring gives you access to detailed performance, security, and usage data on all your Salesforce apps. Every interaction is tracked and accessible via API, so you can view it in the data visualization app of your choice. See who is accessing critical business data when, and from where. Understand user adoption across your apps.

Field Audit Trail

Field Audit Trail lets you know the state and value of your data for any date, at any time. You can use it for regulatory compliance, internal governance, audit, or customer service.

What is shield encryption in Salesforce?

Available in both Salesforce Classic and Lightning Experience. Shield Platform Encryption lets you encrypt a wide variety of standard fields and custom fields. You can also encrypt files and attachments stored in Salesforce, Salesforce search indexes, and more. We continue to make more fields and files available for encryption. IN THIS SECTION: Which Standard Fields Can I Encrypt? 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. Which Custom Fields Can I Encrypt? You can apply Shield Platform Encryption to the contents of fields that belong to one of these custom field types. Which Files Are Encrypted? When you enable Shield Platform Encryption for files and attachments, all files and attachments that can be encrypted are encrypted. The body of each file or attachment is encrypted when it’s uploaded. What Other Data Elements Can I Encrypt? In addition to standard and custom field data and files, Shield Platform Encryption supports other Salesforce data. You can encrypt Tableau CRM data sets, Chatter fields, fields in the Salesforce B2B Commerce managed package, and more. 2 Strengthen Your Data's Security with Shield Platform What You Can Encrypt Encryption

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.

What is a key management and rotation shield?

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. This derived data encryption key is then used in encrypt and decrypt functions. You can also use the Bring Your Own Key (BYOK) service to upload your own key material, or store key material outside of Salesforce and have the Cache-Only Key Service fetch your key material on demand. Shield Platform Encryption Customizations Some features and settings require adjustment before they work with encrypted data. Tradeoffs and Limitations of Shield Platform Encryption A security solution as powerful as Shield Platform Encryption doesn't come without some tradeoffs. When your data is encrypted, some users may see limitations to some functionality, and a few features aren't available at all. Consider the impact on your users and your overall business solution as you design your encryption strategy.

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.

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.

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.

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