Protect, Monitor, and Retain Critical Data with Salesforce Shield

Summit Blog Salesforce Shield

Safeguarding your most sensitive data and staying ahead of evolving compliance and industry regulations with Shield saves you staggering costs, according to Salesforce’s 2022 Top Data Security Trends report.

The Summit team is excited to introduce Salesforce Shield.

Cutting-edge encryption software assuring trusted data monitoring and securing cloud apps faster.

Shield is a suite of capabilities that provides an extra level of security and protection above and beyond what’s already baked into Salesforce out of the box. With Salesforce Shield, you can ensure the sensitive data in your Salesforce environment is safe. And ensure that it stays that way.

How Does Salesforce Shield Protect?

Salesforce Shield protects you and your data in four primary ways:

  1. Blocks unauthorized or unlawful activity
  2. Finds and classifies sensitive data quickly
  3. Adds additional security to sensitive data
  4. Meets compliance and industry regulations

Working with your company Summit LLC will configure Salesforce Shield to meet these requirements.

Salesforce Shield:

  • Allows you to create real-time security rules in your Salesforce org to prevent undesired events with Event Monitoring.
  • Enables you to discover and classify sensitive data in just a few simple clicks with Data Detect.
  • Encrypts your sensitive data at rest and manages keys with Platform Encryption.
  • Views data going back an entire ten years with Field Audit Trail.

Why should you consider having Summit implement Salesforce Shield? There has been a 667% increase in phishing attacks since March 2020. There has been a 71% increase in data breaches since March 2020. And the projected cost to companies of cybercrimes is estimated to be $10.5 trillion annually by 2025.

As a “Salesforce Platform” product, Shield’s capabilities can span across all of the Salesforce “cloud” products your organization uses, to support the reduction of data risks in all areas of your critical business. Salesforce Shield delivers additional security capabilities that are not provided with standard Salesforce especially important for Salesforce customers who maintain sensitive data in Salesforce or who operate in highly regulated industries.

Salesforce Shield is not whole disk encryption. Rather it is encryption at the field level and for files and attachments. Salesforce Shield also extends your field history tracking for up to ten years including what data changes in what fields and when and by what user. And Salesforce Shield extends the number of fields supported to 60 fields per object versus the standard of 20 fields per object.

For Event Monitoring Analytics, you get reporting on Event Monitoring, Salesforce provides a CRM analytics app (pre-built dashboard), which comes with event monitoring (two licenses).

Events, such as an example with a disgruntled salesperson, are logged and shown in a variety of components. You can monitor trends by user, which reports are being downloaded, or how users are accessing certain reports.

Many customers will choose to bring that into Splunk or Qradar to align Salesforce event monitoring with other event monitoring from across their entire tech stack.

All events are stored in the Event Log File standard object, meaning you can run queries to do the analysis and forensics in the face of threats.

Salesforce Shield employes Einstein Data Detect to automatically scan your Salesforce database and identify sensitive data based on five data patterns:

  • Credit Card Numbers
  • Emails
  • Social Security Numbers
  • URLs
  • IP Addresses

Einstein Data Detect works compatibly with platform encryption showing you what data needs to be encrypted at rest.

For more information on Salesforce Shield reach out to your Summit team, your Salesforce AE, or check out Salesforce’s own guide to Salesforce Shield Implementation.

Salesforce Shield and Summit secures your enterprise and your Salesforce org by protecting your sensitive data. Summit will work through a data classification exercise to identify which fields you need to encrypt based on regulatory, security, privacy, and compliance requirements. Shouldn’t your business and your data be protected by Salesforce Shield?

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

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Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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