You take your clients’ confidentiality seriously and so do we. Now you can add an extra layer of protection to deal information and data discussed in your interactions with Financial Services Cloud customers.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
Who: This change applies to editions that have both Shield Platform Encryption and Financial Services Cloud add-on subscriptions.
Why: You can now encrypt these Financial Services Cloud fields.
- Financial Deal—Description, Financial Deal Code, Name
- Financial Deal Interaction—Comment
- Financial Deal Interaction Summary—Comment
- Interaction—Description, Name
- Interaction Summary—Next Steps, Meeting Notes, Title
- Interaction Summary Discussed Account—Comment
How: On the Encryption Policy page in Setup, click Encrypt Fields. Then click Edit, and select the fields you want to encrypt.