ClosePlan Shield Platform Encryption Requirements

The following fields are used in SOQL filters and must be excluded from Salesforce Shield Platform Encryption.

  • Implementation should be always tested in a Sandbox with the same Shield Platform Encryption settings before going live.

  • If you have or are planning to deploy Shield Platform Encryption, please open a support ticket with People.ai Support to review before installing ClosePlan. Send an email to support@people.ai

Fields that must be excluded from Encryption

Account

  • Name

Contact

  • Name

  • Title

  • Email

Opportunity

  • Name

All ClosePlan Managed Fields

Lead (future)

  • Name

  • Title

  • Email

  • Company

Case (future)

  • Subject

Enabling Shield?

If you plan to enable Encryption, we recommend the following articles:

Tradeoffs and Limitations of Shield Platform Encryption
Which Custom Field Types Can I Encrypt?
Which Standard Fields Can I Encrypt?
Encrypt Custom Fields in Installed Managed Packages