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Salesforce Shield

Salesforce Shield is a Salesforce add-on that adds extra security features to the Salesforce platform. It is comprised of three components:

  • Event Monitoring

  • Field Audit Trail

  • Platform Encryption

The first two are reporting only and do not present a risk of adverse conflict. Platform Encryption, however, poses several potential risks to the Medical Information Cloud Inquiry Management platform, and using it is subject to many limitations. Several of the potential risks have been listed below, however, this list may not be exhaustive and is subject to change as the Salesforce platform evolves.

Note

Customers should plan for extensive testing cycles whenever considering platform encryption to verify that changes made do not impact Medical Information Cloud Inquiry Management adversely.

Platform Encryption Limitations

  • If you encrypt a field using the deterministic encryption scheme, the field can be displayed, utilized, and filtered using exact matches only. However, the field cannot be used as search criteria in any search (like Account Search) due to an unsupported filter type used by the Account Search handler. Unless a custom account search handler is implemented, an error will be thrown.

  • You cannot encrypt Picklist, Rich Text, Number, External ID/unique, or Name fields.

  • Encrypted fields cannot be used in sharing rules.

  • DocGen appears to merge encrypted fields into documents without issue but DocGen has no official stance or testing with Shield so use caution when encrypting fields that are intended to be merged.

  • Some fields, such as Email on Contact Information, cannot be encrypted as they cause unit test failures which prevents Medical Information Cloud Inquiry Management upgrades. Komodo Health does not have an exhaustive list of such fields but will make a good-faith effort to fix them if possible as they are discovered.

  • Encrypting Files and Attachments is ok.

  • Be sure to read the Salesforce organization setup documentation before implementing Platform Encryption.

Veeva CRM Orgs

Veeva CRM is also subject to severe limitations around Platform Encryption Veeva CRM Shield Support.

Expose Shield data in the Lightning user interface

For instructions on how to implement and test the Field Audit Trail Related List component with Shield, visit Field Audit Trail Related List.