Salesforce Shield is an advanced security and compliance suite built on the Salesforce platform. It provides businesses with enhanced tools to safeguard sensitive data, monitor user activity, and adhere to industry regulations.
Salesforce Shield consists of four core components: Event Monitoring, Field Audit Trail, Platform Encryption and Data Detect. Each of these features plays a unique role in securing your Salesforce data and ensuring compliance.
Key Components of Salesforce Shield
1. Event Monitoring
Event Monitoring provides detailed visibility into user activity within your Salesforce environment. It tracks and logs events such as logins, report exports, data changes, and API usage. This data is invaluable for identifying unusual behavior, detecting potential security breaches, and maintaining compliance.
Benefits of Event Monitoring:
- Track who, when and where data is being accessed for up to 10 years of event history.
- Monitor data exports and downloads to prevent data leaks.
- Define security policies and receive alerts and automate responses to suspicious activity.
2. Field Audit Trail
Field Audit Trail extends the standard Salesforce field history tracking by allowing businesses to retain a longer history of changes to their data. With Field Audit Trail, you can track up to 10 years of field history, which is critical for audits and regulatory compliance.
Benefits of Field Audit Trail:
- You can select certain fields to track and show the field history in the History related list of an object.
- When Field Audit Trail is turned off, Salesforce retains field history data for up to 18 months, and up to 24 months via the API. If Field Audit Trail is turned on, Salesforce retains field history data until you delete it
- Field history tracking data doesn’t count against your data storage limits
3. Platform Encryption
Platform Encryption adds an extra layer of security by encrypting data at rest. Unlike standard Salesforce encryption, which is applied selectively, Platform Encryption allows businesses to encrypt nearly all data, including files, attachments, and standard/custom fields. This ensures that sensitive information remains protected, even if a breach occurs.
Benefits of Platform Encryption:
- Protect standard and custom fields, files and attachments while sustaining search, lookups and chatter.
- Maintain control over encryption keys.
- Meet compliance requirements for data security.
- Encrypt data without impacting user functionality or workflows.
4. Data Detect
Data Detect is a proactive tool designed to help organizations identify and manage sensitive information within their Salesforce environment. It uses pattern recognition to locate sensitive data such as personally identifiable information (PII), credit card numbers, or health records. By identifying sensitive data, businesses can take steps to protect it and ensure compliance with regulations.
Benefits of Data Detect:
- Automatically scan, identify and classify sensitive data within Salesforce.
- Reduce the risk of exposure by flagging improperly stored information.
- Pair with other security features to comply with data protection laws and security best practices.
To learn more, click Salesforce Shield | Salesforce India
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.




