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Elementor #2042

In the ever-evolving landscape of data security and compliance, organizations need robust tools to protect their sensitive information and adhere to regulatory requirements. Salesforce Shield is a comprehensive suite of security features designed to meet the unique needs of businesses looking to enhance data security and compliance within their Salesforce environment. This blog post will provide an in-depth guide to Salesforce Shield, including its components and best practices for implementation.

What Is Salesforce Shield?

Salesforce Shield is a specialized offering for organizations seeking heightened security and compliance measures. Comprising four key components, Salesforce Shield provides a multi-faceted approach to safeguarding data and ensuring adherence to regulations:

1. Platform Encryption: This component enables the encryption of data “at rest” within Salesforce, offering an extra layer of security. Organizations can encrypt data at the field level and manage their encryption keys.

2. Field Audit Trail: Salesforce Shield extends the standard Field Change Tracking capabilities by allowing organizations to retain field history data for up to ten years. This is crucial for meeting compliance requirements and preserving historical data.

3. Event Monitoring: Event monitoring helps organizations monitor user activities in real-time to detect and mitigate security threats. It allows for the creation of transaction security policies to track user events and take preventive actions.

4. Einstein Data Detect: This feature automatically scans Salesforce databases to identify sensitive data based on predefined patterns such as credit card numbers, emails, and more. It complements platform encryption by identifying what data needs to be encrypted “at rest.”

Why You Need Salesforce Shield:

Salesforce, as a vendor, provides infrastructure and services, but the responsibility for configuring and customizing Salesforce to meet specific security requirements falls on the customer. Salesforce Shield steps in to offer an additional layer of protection and helps customers manage their shared responsibility in terms of security controls.

Furthermore, Salesforce Shield offers capabilities not available out of the box with standard Salesforce configurations, making it a crucial tool for organizations dealing with sensitive data or operating in regulated industries.

Components of Salesforce Shield:

Let’s dive deeper into each of the four components that make up Salesforce Shield:

1. Salesforce Shield Encryption:
– Utilizes AES 256-bit encryption for data security.
– Allows field-level encryption, which is not available in standard Salesforce configurations.
– Encrypts data “at rest,” making it unreadable to unauthorized users.
– Offers flexibility in managing encryption keys, including the option to bring your own key (BYOK).

2. Field Audit Trail:
– Extends field history tracking, retaining field history data for up to ten years.
– Supports varying retention policies for different objects.
– Allows access to field history data through the History related list.
– Provides insights into data changes, including who, what, when, and where.

3. Salesforce Shield Event Monitoring:
– Monitors user activities in real-time to detect and prevent threats.
– Enables the creation of transaction security policies to block rogue behavior.
– Supports monitoring of browser, mobile app, and API activities.
– Enhances both security and performance monitoring.

4. Einstein Data Detect:
– Automatically scans Salesforce databases to identify sensitive data patterns.
– Recognizes patterns such as credit card numbers, email addresses, and more.
– Assists in data classification and informs platform encryption decisions.
– Offers an intuitive interface for data scanning and identification.

How to Implement Salesforce Shield:

Implementing Salesforce Shield requires careful planning and execution to ensure optimal results. Here are steps to guide your implementation:

Step 1: Run Einstein Data Detect:
– Initiate data detection to identify potential sensitive data within your Salesforce org.

Step 2: Data Classification:
– Use third-party tools like Own Secure’s Data Classification tool to classify and assign values to sensitive data fields.

Step 3: Perform Impact Analysis:
– Analyze the impact of encrypting sensitive data to avoid unintended consequences.
– Use tools like Own Secure’s Platform Encryption Analyzer to assess the effects on your org’s configuration.

Step 4: Platform Encryption:
– Set up Salesforce tenant secrets (encryption keys).
– Choose between Deterministic and Probabilistic encryption based on your needs.
– Enable encryption for files and attachments as needed.

Step 5: Setup Field Audit Trail:
– Configure field tracking policies using the metadata API or simplified interfaces like Own Secure.
– Define when to remove field history from related lists and when to permanently delete it.


Salesforce Shield is a powerful toolset that empowers organizations to enhance data security, meet compliance requirements, and gain valuable insights into user activities. By understanding its components and following best practices for implementation, businesses can leverage Salesforce Shield to protect their sensitive data and ensure the integrity of their Salesforce environment. As the digital landscape continues to evolve, Salesforce Shield remains a crucial asset in safeguarding critical information and maintaining trust with customers and partners.

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