Salesforce Shield Platform Encryption and ClosePlan

Owned by David Depman
Last updated: Dec 30, 2024
2 min read

Overview

Salesforce Shield Platform Encryption enables SFDC Clients to encrypt sensitive data at rest, not just when transmitted over a network. Shield is an option for companies to comply with privacy policies, regulatory requirements, and contractual obligations for handling private data.

Shield Platform Encryption is offered as an additional service beyond what Salesforce offers out of the box. Data stored in many standard and custom fields and in files and attachments is encrypted using an advanced HSM-based key derivation system.

Problem

Salesforce Shield Platform Encryption can interfere with ClosePlan's normal operations and prevent ClosePlan from working.

Shield encryption can interfere with many basic SQL operations like using ORDER BY, LIKE, and other statements, which are critical for ClosePlan (and many other managed package installations).

Note: Salesforce Admins should inform People.ai if their company has deployed or is planning to deploy Shield Platform Encryption.

Shield Platform Encryption is a possible hard stop for managed package installations.

Example of an error Message:

Field 'Name' cannot be sorted in a query call

 

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Encryption Limitations for ClosePlan Functionality

Shield Encryption may not encrypt data currently needed by ClosePlan. Below you will find the data that cannot be encrypted for ClosePlan to work correctly. Implementation should be always tested in a sandbox environment before going live in a production environment.

ClosePlan Shield Requirements

The following fields cannot be encrypted:

  • Account

    • Name

  • Contact

    • Name

    • Title

    • Email

  • Opportunity

    • Name

  • All ClosePlan Managed Fields

Expected Future Requirements

As of January 2025, the following Fields are NOT currently in use and will not affect ClosePlan functionality at this time)

  • Lead

    • Name

    • Title

    • Email

    • Company

  • Case

    • Subject

Is Shield enabled?

If Shield is enabled, please schedule a call with People.ai Technical Success to review options: Support@people.ai

Planning to enable Shield?

If Shield is in the plans, please discuss with a Sales Representative or schedule a call with People.ai Technical Success to review options: Support@people.ai

Additional Resources: