Fortify Your Security Posture With Salesforce Shield

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To protect their data from both internal and external threats, businesses need to step up their efforts. Circumstances have changed dramatically; recent events of a pandemic have made remote working a new culture, a little sooner than anticipated. In the face of increased remote working and a growing reliance on digital systems, we’re all trying to stick as close to business-as-usual as possible and CRM users all over the world are now accessing Salesforce and its data on their personal devices.

Why does data privacy matter?

Data privacy is rapidly becoming highly regulated and legally enforceable as it enables trust, customers expect it. Examples of legislation that governs the regulation of consumer privacy and data protection are the upcoming CCPA (California Consumer Privacy Act), the EU’s GDPR (General Data Protection Regulation), and HIPAA (Health Insurance Portability and Accountability Act).

Why is trust important for organizations?

To ensure trust, companies have the responsibility to protect their information, as custodians of customers’ private data. Especially in an increasingly technological world where data is obtained and stored in the cloud, businesses must build a reputation of trust with customers. The most important consideration for any business that wants to succeed is to believe that the customer is always right.

Reports estimate that 83% of enterprise workloads (software, platforms, and infrastructures) will be in the cloud, by 2020. The access to data from anywhere at any time will also increase with the increase in cloud usage. By mobile devices, SaaS apps like Salesforce, and other sources, customer information in the cloud is accessible. Your company must embrace a culture of privacy, to protect your customers’ sensitive information, because it’s crucial to retain customer trust. You’re establishing a stronger relationship and committing to the customer, by creating an organization-wide culture of privacy. Recently one of the major concerns both for commercial companies and the public sector is Data protection in Customer Relationship Management systems.

Is your sensitive information secured in Salesforce?

Businesses generally store sensitive data in a CRM environment and rely on Salesforce for mission-critical activities. But leaving it vulnerable to security risks, many users have access to that data. And it is critical to protect that data from being breached or landing in the hands of a competitor. You should know who is accessing what information in your critical applications when it comes to your organization’s most sensitive data to keep valuable company data inside the organization.

In Salesforce, you can gain insight into your employee’s behavior inside your cloud applications, with user activity monitoring feature. For example, using this feature, you can detect suspicious activity like attempt login, login from multiple devices, who is the user from a particular IP address.

Everything You Need To Know about Data privacy in Salesforce

Is it safe when we submit our details on any platform? Isn’t it the main concern? What protects and secures your data against authorized access is Data privacy, so it’s quite important.

When your customers are trusting you with their data, privacy matters the most. While they purchase from you or visit your site or register on your website, you incur the data from your customers and that is their personal information which needs to be protected.

To help with data regulation and data restriction, Salesforce requires some order management tools which can ensure data privacy.

Let’s check few

1. Delete Salesforce Order Management Records

The deletion of records used in Salesforce Order Management may require privacy and data protection policies. But the order in which you delete them is essential, as many of these records share complex linking. For example, a reference file may cause errors if you delete a file before deleting another record that references it. Consider the few requirements, while designing your disposal procedures. They are:

  • Delete the obtained file before the original record, when a record is derived from another document. For example, remove any related change orders and the corresponding order summary, when you cancel an order.
  • Step by step deleting. Deleting a record does not automatically delete all the related files. For example first remove your order items, when you cancel an order and before deleting ordered items, make sure you delete summaries from order items. 

2. General Data And Protection Regulation (GDPR)

For managing customer’s data and respecting their privacy, GDPR acts as a blueprint. Customers expect customization so Salesforce has seen a continuing demand for it. They are also concerned about the data when it is in the companies’ hands who sell and market them. Customers have a keen interest in knowing how companies are using them or what happens to their data and if required how they can tell companies to stop using their data.

3. Data Protection & Salesforce

It’s a joint responsibility between you and Salesforce to protect it when you enter data into a cloud app like Salesforce. But it becomes the company’s responsibility to protect it once the data comes to the SaaS environment, SaaS applications are secure.

CCPA and GDPR place the financial service provider’s burden to protect customer information as they contain a default notification law to protect customer’s data and organizations have to know what information is stored which one have to delete if the need arises.

It’s a very common model among the multiple cloud platform providers such as Salesforce, Amazon Web Services, Google Cloud, etc. To workaround for data privacy and customer protection, CCPA (California Consumer Privacy Act) and HIPAA (Health Insurance Portability and Accountability Act) are some upcoming regulations like GDPR, which will change the definition of the customer’s data privacy.

Recently, questions were raised that to compete in industries that require high levels of protection on their data, is Salesforce able?

Do you know the response from Salesforce?

Salesforce Shield

Customer privacy is the #1 priority for Salesforce and it is proven again. To respond to the rising needs of different industries, Salesforce Shield is a signal of Salesforce’s willingness to keep their customer first. Beyond adding stronger security capabilities to the platform, Salesforce Shield is a critical piece of the platform.

Let us take a closer look at Salesforce Shield and how it helps businesses to immensely amplify security.

What is Salesforce Shield?

Salesforce Shield is the best data security tool that provides security, transparency, and governance across the business-critical apps to deeply strengthen trust, compliance, and it empowers enterprise clients with all the points and clicks.

Salesforce Shield - ETG

1. Platform Encryption

Meeting compliance standards to maintain confidentiality and privacy of data has become essential as enterprise clients increasingly using Salesforce to store confidential/ sensitive/ proprietary data and PII. All data at rest including data stored in fields and files being uploaded to Salesforce can be encrypted by the administrator and this is a feature of Shield. The Platform Encryption feature empowers administrators to encrypt. While retaining critical app functionality like search, workflow and validation rules, this encryption can be done. To prevent unauthorized users from accessing sensitive/ confidential data, the clients also have full control over setting encrypted data permissions. All the data are still stored in Salesforce environment while the enterprise clients are provided full control over the encryption keys.

2. Event Monitoring

Shield enables administrators and security professionals to monitor user adoption, tune end-user experiences and optimize performance, and security across apps, by providing visibility into security, user behavior and application performance. All interactions can be tracked and visualized with Event Monitoring. Administrators get visibility into who is viewing what critical business data, from where and when. So, potential insider threats can be analyzed and identified easily, if event logs from Shield are combined with third-party app monitoring and data visualization tools.

3. Field Audit Trail

To track the default capabilities provided by Salesforce’s standard Field History Tracking feature, Shield introduces this new feature – Field Audit Trail feature of Shield – and worth mentioning, it dramatically increases the tracking capacity.

When these two features are compared we got that standard Field History Tracking can track and retained data for only 18 months up to 20 fields per object whereas Field Audit Trail can track 10 years across contacts, leads, opportunities, custom objects, cases, etc. for 60 fields per object. This clearly shows that whether it is for regulatory compliance, internal governance, audit or customer service, this Field Audit Trail feature of Shield can empower enterprises to build a high-class audit trail to know the state and value of data for any date, at any time.

4. Single Sign-In

Salesforce Shield discards the option of logging in multiple devices using the same credentials at a time. It indicates that a single credential is live in a single device. All other devices are logged out automatically when one device signs in using a credential.


For Internet security available today, Salesforce utilizes some of the most advanced technology. Secure Socket Layer (SSL) technology protects your information using both server authentication and data encryption when you access Salesforce-powered site using a supported web browser.

Take expert help from a Salesforce Partner like ETG Digital, to understand how you can fortify the security posture of your Salesforce org.

About ETG Digital

ETG is a Crest Level Salesforce Partner headquartered in Plano, Texas. We are ISO 9001:2015 certified company with a global delivery center in Hyderabad, India. We have dedicated teams of professionals spanning continents located in US, Canada, UAE, UK, Australia and India. Our ability to maintain talent hubs in multiple locations and working on projects for clients from various domains gives us a very unique advantage. An advantage to leverage proven technologies like Salesforce Commerce, Sales, Service, Partner and Marketing Clouds and using them to deliver tailor made solutions for clients to suit their business requirements.

If you are looking to take your business into the next league, you are at the right place. Connect with us at or call us at +1 469 666 1119

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