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Get Started with Shield Extension
Shield Extension provides comprehensive tools to analyze Salesforce field encryption options, review data retention policies, and explore field history for enhanced data security.
- Shield Extension enables a Salesforce Administrator to:
- Select encryption wish list fields and run an analysis against them, allowing you to see if they comply with or go against the Salesforce rules for encryption at the platform level.
- Review and compare the platform encryption analysis results against each field’s data classification level. This helps determine the next steps for each of the fields.
- Schedule analysis and snapshots on a daily, weekly, or monthly basis.
- Estimate field usage to drive security tech debt prioritization decisions.
- Encrypt fields using Salesforce Shield Platform Encryption directly from within the Platform Encryption Analyzer tab.
- View and update your Salesforce org’s history retention policies within Salesforce Shield Field Audit Trail.
- View and update field history tracking in a centralized place against each field’s data classification level.
- View history changes on tracked fields at the record level in several ways, including Over Time, By Field, or By User.
- Export views and results to a CSV file for review outside of Shield Extension, or to retain the data for future reporting needs.
- Shield Extension supports the use of keyboard navigation for all of its features.
- The process for upgrading Shield Extension is identical to installing Shield Extension.
Shield Extension Permission Sets
Secure has permission sets that assign users different levels of access to tabs and functionality. To assign permissions, add any of the permission sets below to a user account:
- Shield Extension Super User: Provides full access to all Shield Extension and features.
- Shield Extension Field Audit Trail User: Grants access to both the History Retention Policy Manager and Field History Explorer tabs.
- Shield Extension Field Audit Trail User - Field History Explorer: Grants access to the Field History Explorer tab.
- Shield Extension Field Audit Trail User - History Retention Policy Manager: Grants access to the History Retention Policy Manager tab.
- Shield Extension View Platform Encryption Analysis Tab: Allows access to view the Platform Encryption Analyzer tab.
- Shield Extension Modify Config: Grants the ability to modify all options on the Config tab.
- Shield Extension Platform Encryption Analyst: Grants the ability to run an analysis on the Platform Encryption Analyzer tab.
Shield Extension Feature Tabs
- Platform Encryption Analyzer: Provides a detailed analysis on which fields can be encrypted, states why they can or cannot be encrypted, and displays the current encryption status for them.
- History Retention Policy Manager: Provides an interface which summarizes data classification and field tracking information to enable the configuration of field change history retention.
- Field History Explorer: Displays the change history for a specified field if tracking is enabled.
- Shield Extension Configuration: Contains the configuration options for Shield Extension.
- Install Shield Extension
Analyze and encrypt Salesforce fields to enhance data security and compliance. Shield Extension helps you manage and monitor data history and retention policies for comprehensive auditing and control. - Shield Extension Configuration
The Shield Extension Config tab contains configuration options for the Shield Extension. Users with the appropriate permissions can modify various settings such as encryption fields and analysis scheduling. - Add Lightning Components to Secure
Integrate security features and functionalities into Salesforce record pages by adding Lightning components. Improve the security posture of your Salesforce instance by using components that make security-related data easily accessible and manageable right from the record pages. - Add Visualforce Pages to Secure and Page Layouts
Enhance the functionality and security of your Salesforce environment by adding Visualforce pages. Create custom user interfaces tailored to your business that improve user experience and operational efficiency. - Update the Batch Configuration Custom Metadata Type
Batch Configuration Custom Metadata Type is included with Secure to handle issues that rise with certain Managed Package features within larger Salesforce orgs. Enabling the Custom Metadata Type with unique configurations enable, for example, specific jobs to finish without timeout errors, or load pages faster in some apps. - Shield Extension Tabs
Feature tabs provide a framework for maintaining data integrity and confidentiality within Salesforce. Understand which fields are displayed on the Shield Extension tabs. - Elevated Permissions for Non-Admin Users in Shield Extension
Let non-admin users access and manage certain features and functionalities that are typically restricted to administrators. - Troubleshooting Batch Configuration in Shield Extension
If you encounter issues while using the Shield Extension, there are some troubleshooting batch configurations that can sometimes help you.
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