Protect your Salesforce data — and your organisation’s reputation — with a certified Shield implementation partner
Certified Salesforce Partner | ISO 27001 Certified | HIPAA · GDPR · PCI-DSS · SOX · CCPA Ready | 200+ Implementations Delivered
Salesforce Shield is a premium security and compliance suite that extends the core Salesforce platform with four integrated capabilities: Shield Platform Encryption, Event Monitoring, Field Audit Trail, and Einstein Data Detect. Organisations operating in regulated industries — healthcare, financial services, retail, and the public sector — use Shield to protect sensitive data, monitor user activity, maintain long-term audit records, and demonstrate compliance with frameworks including HIPAA, GDPR, PCI-DSS, SOX, and CCPA.
GetOnCRM’s Salesforce Shield consulting services are built around one principle: compliance is not just a configuration — it is a business outcome. We design, implement, and validate every Shield deployment to satisfy the specific regulatory requirements your legal
and security teams are accountable for.
Shield Platform Encryption secures sensitive fields stored within Salesforce — including PII, Protected Health Information, financial records, and payment card data — using AES-256 encryption at rest. Unlike standard Salesforce encryption, Platform Encryption extends protection across a wide range of standard and custom fields while preserving full platform functionality: search, workflows, validation rules, and automations continue to operate exactly as
before.
GetOnCRM’s implementation approach starts with a data mapping exercise — identifying every field in your org that carries sensitive data — before a single encryption policy is configured. This prevents the most common implementation risk: enabling encryption on a field that breaks an existing automation or integration.
Acomplete Salesforce Shield deployment covers four integrated capabilities. GettOnCRM configures all four in sequence, ensuring each layer works together to support your compliance posture.
Encrypt sensitive Salesforce fields — PII, PHI, and financial data — using AES-256 at rest. With BYOK support, you control your own encryption keys. Workflows, search, and automations continue working exactly as before. Ideal for HIPAA, PCI-DSS, and GDPR compliance.
Log every significant user action across your org — logins, record views, report exports, and API calls. GetOnCRM configures role-appropriate access controls and connects event data to your existing SIEM tools or builds Salesforce-native dashboards for ongoing visibility.
Standard field history tracks changes for up to 18 months across 20 fields. Field Audit Trail extends this to 10 years and 60 fields per object — giving you the deep change history that SOX, HIPAA, and FINRA audits actually require.
Before encrypting fields, know exactly where sensitive data already lives. Data Detect scans your org for PII patterns — credit cards, SSNs, email addresses — surfacing fields you may not have known were carrying regulated data. The right first step before any encryption engagement.
Salesforce Shield maps directly to the technical control requirements of the most common data protection and financial compliance frameworks. The table below shows which Shield component satisfies which regulatory requirement — providing a practical reference for security teams, compliance officers, and legal counsel evaluating Salesforce for regulated use cases.
| Regulation | Applies To | Shield Component | Requirement Satisfied |
|---|---|---|---|
| HIPAA | Healthcare, health-tech, insurers | Platform Encryption + Event Monitoring + Field Audit Trail | PHI encryption at rest; access audit logging; change history |
| GDPR | Any org handling EU resident data | Platform Encryption + Audit Trail | Encryption of personal data; right to traceability; data retention controls |
| PCI-DSS | Financial services, retail, e-commerce | Platform Encryption + Event Monitoring | Cardholder data encryption; access logging for payment systems |
| SOX | Publicly listed companies | Field Audit Trail + Event Monitoring | Long-term change records for financial data; user access audit trails |
| CCPA | Businesses serving California residents | Data Detect + Platform Encryption | PII identification and protection |
| FINRA / SEC | Financial advisors, wealth management | Event Monitoring + Field Audit Trail | Regulatory reporting; communication and data change records |
Shield is the most powerful security layer in the Salesforce ecosystem — but it performs best as part of a broader security posture. GetOnCRM offers a complete range of Salesforce security consulting services for organisations at every stage of their security journey
We run a structured review of your org’s current security settings against Salesforce best practices — profiles, permission sets, sharing model, password policies, network access, and session settings — and deliver a prioritised remediation roadmap.This is the right starting point for any organisation that has never formally reviewed their Salesforce security posture.
Salesforce has announced the deprecation of
permissions on profiles. GetOnCRM designs and executes a clean migration to a permission sets architecture that tightens access control, simplifies ongoing user management, and positions
our org for future Salesforce releases.
For organisations running multiple Salesforce orgs or
business units, Security Center provides a unified dashboard to monitor security health across every instance. GetOnCRM configures Security Center and defines the monitoring policies your
central security team needs to maintain governance at scale.
If your team is deploying Salesforce AI tools or
Agentforce, the Einstein Trust Layer ensures your AI-powered workflows meet your data privacy requirements — with data masking, grounding controls, and zero-retention policies for sensitive prompts. GetOnCRM configures the Trust Layer as part of every Agentforce engagement.
Raw Salesforce Event Monitoring data becomes powerful when it flows into your organisation’s existing SIEM platform. GetOnCRM integrates Shield event logs with Splunk, Sumo Logic, New Relic, or your chosen security platform — creating unified threat detection across your entire technology stack.
Over-privileged users are one of the most common and highest-risk findings in Salesforce security assessments. GetOnCRM audits your role hierarchy, profiles, permission sets, sharing rules, and field-level security identifying access gaps and delivering a remediation plan that moves your org toward a least-privilege model.
GetOnCRM follows a structured, six-step process for every Salesforce Shield engagement. This approach is designed to protect your data without interrupting your team’s daily operations — and to leave your security and admin teams fully equipped to manage your Shield configuration after go-live.
We begin every engagement witha detailed review of your current Salesforce org: existing security health check score, sharing model, profiles and permission sets, known compliance obligations, and the regulatory frameworks that apply to your business. This shapes every configuration decision that follows.
Using Data Detect and a structured field audit, we identify every location where sensitive data currently lives across your Salesforce org — including fields populated by free-text entry that may contain unexpected PII. Nothing is assumed; everything is verified.
We configure Platform Encryption policies field by field, activate Event Monitoring with role-appropriate permissions, and define Field Audit Trail retention policies aligned to your compliance requirements. Every configuration decision is documented.
Encryption changes can affect automations, workflows, integrations, and external API connections. Before any encryption policy goes live, we test every affected process in a sandbox environment. Your team experiences zero disruption at cutover.
We build security monitoring dashboards — in Salesforce or integrated with your existing SIEM — so your security team has actionable visibility from day one, not a raw event log they need to interpret.
Your admins and security team receive hands- on training covering encryption key management, event log interpretation, and audit trail access. We document every policy decision so your team is self-sufficient — not dependent ona consulting engagement for routine maintenance.
3-6 Weeks Timeline depends on org complexity, data volume, and the number of regulatory frameworks in scope. A fixed-scope timeline is provided during your free security assessment.
Salesforce Data Cloud Integration Shield Platform Encryption now extends to Salesforce Data Cloud, protecting unified customer data across your entire Salesforce ecosystem. GetOnCRM configures encryption policies that apply consistently whether data lives in your core CRM org or in Data Cloud — ensuring your data unification strategy does not create new compliance gaps.
Third-Party Security Tool Integration Shield Event Monitoring data exports cleanly to industry-standard SIEM and security analytics platforms. GetOnCRM has implemented Shield integrations with Splunk, Sumo Logic, New Relic, and Microsoft Sentinel — connecting Salesforce activity data with your broader security operations centre without requiring custom Apex development.
Encryption Key Management & BYOK For organisations requiring maximum control over their encryption key lifecycle, Shield supports Bring Your Own Key (BYOK) — enabling you to generate, rotate, and revoke encryption keys independently of Salesforce's key management infrastructure. GetOnCRM configures BYOK deployments and trains your security team on ongoing key rotation procedures.
GetOnCRM delivers Salesforce Shield implementations across regulated industries where data security and compliance are non-negotiable. Our consultants bring industry-specific compliance knowledge — not just Salesforce configuration expertise — to every engagement.
GetOnCRM isa certified Salesforce consulting partner with deep expertise in security, compliance, and data governance across regulated industries. Here is what makes our Shield practice different.
Compliance-First Approach We begin with your regulatory requirements — not the Shield feature list. Every configuration decision is traceable back to a specific compliance obligation, so your implementation satisfies auditors, not just project checklists.
Our consultants have implemented Shield in healthcare, financial services, retail, and public sector environments — with direct experience of the audit scenarios, data sensitivity levels, and regulatory edge cases that these industries face.
Enabling Platform Encryption on live Salesforce data is a high-risk operation if done without thorough pre-testing. Our process includes sandbox validation of every affected automation, workflow, and integration before any encryption policy goes live in production.
Our Shield engagements are led by certified Salesforce professionals with hands-on experience across all four Shield components. You are not learning alongside our team — we have done this before, in your industry.
Every policy decision, field mapping, retention configuration, and monitoring threshold is documented. Your team receives full handover training and documentation — so you are not dependent on an ongoing consulting retainer to manage your Shield configuration.
GetOnCRM Solutions holds ISO 27001 and ISO 27701 certifications — meaning the organisation you trust to configure your Salesforce security operates its own business under internationally recognised information security management standards.
Salesforce Shield is an advanced security and compliance suite that extends the Salesforce platform with four integrated tools: Shield Platform Encryption (encrypts sensitive data fields at rest using AES-256), Event Monitoring (logs all user activity across the org), Field Audit Trail (retains field-level change history for up to 10 years), and Einstein Data Detect (scans Salesforce data for sensitive information patterns like PII and financial data). Together, these four capabilities help organisations meet regulatory requirements including HIPAA, GDPR, PCI-DSS, SOX, and CCPA.
Shield Platform Encryption encrypts sensitive field values at the database level — meaning data is protected even if the underlying infrastructure is compromised. It uses AES-256 encryption and supports both Salesforce-managed and customer-managed (BYOK) encryption keys. Unlike older Classic Encryption, Platform Encryption extends to a wide range of standard and custom fields while preserving full Salesforce functionality including search, workflow rules, and validation logic.
Yes. Platform Encryption addresses HIPAA's encryption-at-rest requirements for Protected Health Information stored in Salesforce. Event Monitoring provides the audit access logs HIPAA requires. Field Audit Trail satisfies HIPAA's data change tracking and history requirements. A properly configured Shield deployment, combined with appropriate access controls and a Salesforce Business Associate Agreement (BAA), forms a strong technical foundation for HIPAA compliance in Salesforce.
A typical Shield implementation takes 3 to 6 weeks from Kickoff to go-live. The timeline depends on the number of objects and fields in scope, the complexity of the existing org configuration, the number of integrations that need pre-encryption testing, and the regulatory frameworks driving the implementation. GetOnCRM provides a fixed-scope timeline estimate during the initial security assessment.
Standard Salesforce field history tracking retains data for 18 to 24 months and covers up to 20 fields per object. Shield Field Audit Trail extends retention to up to 10 years and supports up to 60 fields per object. For organisations with multi-year audit obligations — common in financial services, healthcare, and public companies — this difference is material. Field Audit Trail data also does not count against your org's standard data storage limits.
Yes. GetOnCRM regularly performs Shield remediation engagements. We assess the current configuration, identify gaps or misconfigurations (including encryption enabled on fields that have broken downstream automations), and bring the deployment into alignment with actual compliance requirements. Remediation is conducted in a sandbox environment before any changes are made to the production org.
Salesforce Shield delivers the highest compliance value for organisations in healthcare (HIPAA requirements for PHI), financial services (SOX, FINRA, PCI-DSS, SEC), retail and e-commerce (PCI-DSS for payment data, CCPA for California consumer data), and the public sector (government data handling regulations). Any organisation managing PII, financial data, or regulated information within Salesforce benefits from a Shield deployment.
Yes. Shield is fully compatible with Salesforce's industry clouds, including Health Cloud and Financial Services Cloud. GetOnCRM has specific implementation experience within both platforms — understanding the data models, standard objects, and compliance considerations unique to each cloud in the context of Shield configuration.
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