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Grant Access to Shield

Grant Access to Shield

Manage user access to individual Shield products by assigning user permissions.

Required Editions

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Salesforce Shield, Event Monitoring, Field Audit Trail, or Shield Platform Encryption add-on license.

General Access for the Shield App

If you grant your users access to either Data Detect, Event Monitoring, or Shield Platform Encryption, then they can view the Shield app by default. Review special considerations for Data Detect and Field Audit Trail.

Grant View-Only Access to the Shield App

To grant view-only access to the Shield app, assign users the View Shield App Pages permission. This option is useful for auditors or other limited users who need visibility into your Shield implementation. Users with this permission can view all Shield app pages except for Data Detect, and they can also use Field Audit Trail's Field History Explorer. They can’t change any Shield settings or configurations.

Access Data Detect

See Grant User Access to Data Detect.

Note
Note To view the Data Detect page within the Shield app, users need the Data Detect user permission. Without it, the page's content isn't visible.

Access Event Monitoring

See Enable Access to Event Monitoring.

Access Field Audit Trail

  • To view archived data, users need the View All Data user permission.
  • To configure Field History Tracking for a given object, users need Edit access for that object.
  • To access Field History Explorer, users need the View Shield App Pages permission, unless they already have the user permissions associated with a different Shield product. Field History Explorer is available only within the Shield app.
    Note
    Note The results that a user sees when viewing a record’s field history are limited to the user’s object Read access. For example, if a user lacks Read access for the Contact object, then Contact fields are excluded from the record search results.
 
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