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Set Up and Maintain Your Salesforce Organization
Quick Start for Salesforce Shield

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Quick Start for Salesforce Shield

Set up Shield features and start using them right away. This learning map guides you through how to scan your org for sensitive data, encrypting search indexes with just a few clicks, setting up access to event logs, and creating a prebuilt transaction security policy. You can also see how others are using Shield as part of their broader Salesforce implementation strategy and learn more about Shield features.

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Get Inspired

Own’s Data Resilience Tools, Now Part of Salesforce

Customer Success Story: RBC Wealth Management Wows New Clients with Onboarding in 24 Minutes.

Customer Success Story: How Humana uses data to bring patients back to the doctor.

Customer Success Story: How Year Up raised staff efficiency 45% and saved 4,500 hours annually.

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Find and Classify Sensitive Data

Data Detect Considerations

Manage User Access to Data Detect

Create a Data Detect Policy and Run a Scan

Data Detect Sensitive Data Categories

Use Custom Patterns in Data Detect Scan Policies

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Encrypt Your First Set of Data

Review What You Can Encrypt

Own from Salesforce: Use Platform Encryption Analyzer to Prepare Sensitive Data for Encryption

Choose Permissions for Encryption Tasks

Encrypt Search Index Files with a Root Key

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Set Up Access to Event Logs

Assign Permissions to Access to Event Monitoring

Turn on Storage and Streaming for Real-Time Events

Access Event Log Files with the Event Log Browser

Access and Query Log Data with Event Log Objects

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Make a Transaction Security Policy

Review Types of Transaction Security Policies

Review Transaction Security Policy Actions and Notifications

See Transaction Security Policy Examples

Build a Transaction Security Policy

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Learn More About Shield

Trailhead: Secure Your Apps with Salesforce Shield

Trailhead: Data Detect: Quick Look

Trailhead: Platform Encryption for Data Cloud: Quick Look

Salesforce Datasheet: Gain Visibility and Insights into Your Data with Event Monitoring

Salesforce Datasheet: Track Changes to Sensitive Data with Field Audit Trail

Shield Platform Encryption Architecture Guide
 
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