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

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            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Your Salesforce Organization

            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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