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Securing Your Data with Salesforce Shield
Salesforce Shield—a set of security tools that helps you protect data at rest, monitor usage, and prevent malicious activity—is fully supported. If you implement Shield, remember these considerations when securing your confidential client data using Platform Encryption, event monitoring, and Field Audit Trail.
We strongly recommend that you first review the Salesforce online help to understand how the Salesforce Shield security tools work. Use that information along with these important considerations when implementing security for Financial Services Cloud.
Note Financial Services Cloud doesn’t support Classic Encryption, for example, for data masking
in components. To know more about the differences between Classic Encryption and Salesforce
Shield, see What’s the Difference Between Classic Encryption and Shield
Platform Encryption?
- Considerations for Shield Platform Encryption
Shield Platform Encryption gives your data a whole new layer of security while preserving critical platform functionality. The data you select is encrypted at rest, to help your firm confidently comply with privacy policies, regulatory requirements, and contractual obligations for handling private data. All Financial Services Cloud objects and fields are fully compliant with Shield Platform Encryption, excluding the restrictions in Financial Services Cloud Availability and Limitations. - Considerations for Monitoring User Activity with Event Log Files
Event log files contain the granular details of user activity. Information about these user activities, known as events, let you swiftly identify abnormal behavior and safeguard data. Refer to these considerations when retrieving event log files that are stored in the EventLogFile API object.
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