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  • Tag: Access Encrypted Data in Flow

    • Getting Started with Process Builder – Part 75 (Accessing Encrypted Data in Process Builder)

      Posted at 10:28 AM by Rakesh Gupta, on July 27, 2017

      Have heard about, and implemented, Shield Platform Encryption (SPE), Right? No? No worries – Trailhead is at your rescue! Trailhead has an amazing module  Get Started with Shield Platform Encryption. The module will teach you the ins and outs of platform encryption!

      In this blog, my primary focus is to show you how we can use Process Builder to access encrypted data. But before we explore this concept, let us take a closer look at Platform Encryption. To state briefly, Platform Encryption gives your data a new layer of security while preserving most of the Salesforce functionality you rely on. It enables you to encrypt sensitive data at rest – and not just when transmitted over a network. As a result, your organization can confidently comply with regulatory requirements, privacy policies, and contractual obligations for handling private data. 

      One of the salient features of SPE is that it helps you to build on the data encryption options that Salesforce already offers out of the box. Data stored in many standard and custom fields, and in files and attachments, are encrypted using an advanced Hardware Security Modules – based key derivation system. As a result, the data is protected even when other lines of defense have been compromised. Another critical feature of SPE is that your data encryption key is never saved or shared across organizations; instead, it is derived on demand from a master secret and your organization-specific tenant secret. And then, the key is cached on an application server.

      Reference – Salesforce Doc

      Preceding screenshot displays how fields get encrypted when SPE is enabled for an object. People with the View Encrypted Data permission can see the data of encrypted fields. You can control it by implementing Permission Set. 

      Please note, if you enable  Turn Off Masking for Encrypted Data – Critical Updates then, field masking will be decoupled from SPE. As a result, the View Encrypted Data permission, and its resulting masking behavior will no longer be available in SPE. 

      As a result – of enabling ‘Turn Off Masking for Encrypted Data – Critical Update’ – now you have to use field-level security and object-level security features to control who can Read the rest of this entry!

      Posted in Process Builder | 0 Comments | Tagged Access Encrypted Data in Flow, Access Encrypted Data in Process Builder, Access encrypted data in Visual Workflow, Accessing Encrypted Data in Flow, Accessing Encrypted Data in Process Builder, Accessing Encrypted Data in Visual Workflow, Activate a Process, Add action Process Builder, Automation Champion, Get Started with Shield Platform Encryption, Lightning Process builder, Process Builder, Process builder use case, Process Criteria, Rakesh Gupta Processes, Salesforce Platform Developer I, Salesforce Platform Developer I I, Shield Platform Encryption, Shield Platform Encryption and flow, Shield Platform Encryption and Process Builder, Shield Platform Encryption and Visual Workflow, Shield Platform Encryption in Salesforce, Shield Platform Encryption use vase, Shield Platform Encryption with Flow, Shield Platform Encryption with process Builder, when a record is created or edited
    • Salesforce Summer17 release quick summary

      Posted at 5:31 AM by Rakesh Gupta, on April 23, 2017

      *Image credit – Daniel Peter

      Salesforce Summer’17 release notes preview are out. The Summer’17 release of Salesforce is now in available under the pre-release program. On 05th and 06th May Sandboxes will be upgraded so that your organization gets the look and feel of Summer’17 release. In this release, you can find lot of new features as well as new enhancements related to Lightning Experience, and Search functionalities.

      For example, Make the Lightning Experience the only experience, Navigate to a Record Directly from an Action Success Message, Lightning Console Split View, Access Field History related lists in Lightning Experience, and  See Results from External Search Engines with Federated Search are now available in Lightning Experience. 

      Also, check out these beta and pilot features:

      • Connect Your Content Management System to Your Community (Beta): – CMS Connect lets you bring your Adobe Experience Manager content, such as headers, footers, and banners, into your community. CMS Connect is available in communities that are based on Customer Service (Napili), Partner Central, and any Lightning Bolt solutions.
      • Encrypt Sensitive Lead Fields (Beta): -You can now encrypt 10 standard fields containing personally identifying information (PII) in Lead records.
      • Dynamically Update Flow Screen Fields (Pilot): -Use field rules to control when to show, or hide, particular screen fields. Turn your flows into guided UIs that respond to users’ inputs and selections. This feature is available in Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. However, it takes effect only for flows that use Lightning runtime.
      • Lightning Console JavaScript API (Pilot): – The Lightning Console JavaScript API provides JavaScript methods so that developers can programmatically control tabs, subtabs, and the utility bar in Lightning console apps. 
      • Lightning Data Service (Beta): – Use Lightning Data Service to load, create, edit, or delete a record in your component, without using Apex code. Lightning Data Service handles sharing rules and field-level security for you. Lightning Data Service also improves performance and user-interface consistency.
      • Use Advanced PDF to Render Visualforce Pages as PDF Files (Pilot): – Advanced PDF renders Visualforce pages as PDF files with broader support for modern HTML standards, such as CSS3, JavaScript, and HTML5. 

      You can now convert an existing object level picklist to a Global value Set. To promote a single picklist field into a global value set, edit your picklist field by clicking Promote to Global Value Set button.

      Promote Your Picklist Fields to Global Value Sets

      Promote Your Picklist Fields to Global Value Sets

      Lightning Experience is supported by Apple® Safari® version 10.x+ on Mac OS X and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. Microsoft® Internet Explorer® version 11 is retiring starting in Summer ’16(EOL December 31, 2020). You can’t access Lightning Experience in a mobile browser.

      Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, Apple® Safari® version 8.x, 9.x, and 10.x on Mac OS X, and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. Below is the quick summary of Summer’17 release from user’s /customer’s

      Customers/Users Point of view

      1. Use Your Classic Email Templates in Lightning Experience: – Now it is possible to use Salesforce Classic email templates in Lightning Experience. You can use your Text, Custom HTML, and Letterhead email templates in Lightning Experience. This change applies to Lightning Experience only.

      Reference – Salesforce release notes

      2. Filter Your Case Feed in Lightning Experience: – Support agents can find what they are looking for in a case faster by using filters in feed-based case page layouts. This change applies to Lightning Experience only. For support agents, Lightning Experience feed filters work just like Salesforce Classic filters. Lightning Experience users see any custom feed filters created in your instance of Salesforce. 

      Reference – Salesforce release notes

      Read the rest of this entry!

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