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Set Up and Maintain Your Salesforce Organization
Fix Compatibility Problems

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Fix Compatibility Problems

When you select fields or files to encrypt with Shield Platform Encryption, Salesforce automatically checks for potential side effects. The validation service then warns you if any existing settings may pose a risk to data access or your normal use of Salesforce. You have some options for how to clear up these problems.

Required Editions

Available in both Salesforce Classic (not available in all orgs) and Lightning Experience.
Available in: Enterprise, Performance, and Unlimited Editions with the Salesforce Shield or Shield Platform Encryption licenses.
Available for free in Developer Edition.

If your results include error messages, you're probably running into one or more of these limitations:

Portals
You can’t encrypt standard fields, because a legacy customer or partner portal (created before 2013) is enabled in your organization. To deactivate a legacy customer portal, go to the Customer Portal Settings page in Setup. To deactivate a legacy partner portal, go to the Partners page in Setup.
Note
Note Experience Cloud sites aren’t related to this issue. They’re fully compatible with encryption.
Criteria-Based Sharing Rules
You’ve selected a field that is used in a filter in a criteria-based sharing rule.
SOQL/SOSL queries
You’ve selected a field that’s either used in an aggregate function in a SOQL query, or it's a field used in a WHERE, GROUP BY, or ORDER BY clause.
Formula fields
You’ve selected a field that’s referenced by a custom formula field in an unsupported way. Formulas can use BLANKVALUE, CASE, HYPERLINK, IF, IMAGE, ISBLANK, ISNULL, NULLVALUE, and concatenation (&). Custom formula fields can reference encrypted data in Salesforce Classic but not Lightning Experience or via SOQL.
Flows and Processes
You’ve selected a field that’s used in one of these contexts.
  • To filter data in a flow
  • To sort data in a flow
  • To filter data in a process
  • To filter data in a record choice set
  • To sort data in a record choice set
Note
Note By default, your results only list the first 250 errors per element. You can increase the number of errors listed in your results to 5000. Contact Salesforce for help.
Note
Note This page is about Shield Platform Encryption, not Classic Encryption. What's the difference?
 
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