To get started with CRM Analytics Encryption, generate a tenant secret with Shield
Platform Encryption. After you generate a CRM Analytics tenant secret, CRM Analytics Encryption
uses the Shield Platform Encryption key management architecture to encrypt your CRM Analytics
data.
Required Editions
Available as an add-on subscription in:
Enterprise
,
Performance
, and
Unlimited
Editions. Requires purchasing CRM Analytics Platform and either Salesforce
Shield or the Platform Encryption add-on.
Available in both Salesforce Classic and Lightning Experience.
User Permissions Needed
To view setup:
View Setup and Configuration
To manage key material:
Manage Encryption Keys
You must be approved by the CRM Analytics Encryption Product Manager to use CRM Analytics
Encryption. To request access, file a case with Salesforce Customer Support.
From Setup, in the Quick Find box, enter
Platform Encryption
, and
then select
Key Management
.
In the Key Management Table, select
Analytics
.
Generate a tenant secret or upload key material.
From Setup, in the Quick Find box, enter
Encryption Settings
, and
then select
Encryption Settings
.
In the Encryption Policy section, select
Encrypt CRM
Analytics
.
New datasets in CRM Analytics are now encrypted.
Note Data that was in CRM Analytics
before encryption was enabled isn’t encrypted. If preexisting data is imported from Salesforce
objects through the dataflow, the data becomes encrypted on the next dataflow run. Other
preexisting data, such as CSV data, must be reimported to become encrypted. Although
preexisting data isn’t encrypted, it’s still accessible and fully functional in its
unencrypted state when encryption is enabled.
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