Encrypt Data at Rest with Shield for Work Orders and Service Appointments

Shield Platform Encryption and Field Audit Trail are now available for certain fields on work orders, work order line items, and service appointments. You can store field values for up to 10 years and encrypt supported fields to provide an extra layer of protection to your customers’ data.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

Who: Shield Platform Encryption requires purchasing Salesforce Shield. To encrypt fields, you need the View Setup and Configuration and Customize Application permissions.

Why: Encryption boosts the security of your customers’ data and helps you comply with privacy policies, regulatory requirements, and contractual obligations. The following fields are now available for Shield Platform Encryption on work orders, work order line items, and service appointments:
  • Description
  • Subject
  • Address (Street and City only)
Note

Note

Encryption is not supported for the Latitude and Longitude fields.

Field Audit Trail, a component of the Shield service package, is also now available for all fields of supported types on work orders, work order line items, and service appointments. You can define a policy to retain archived field history data, independent of field history tracking. By default, data is archived after 18 months in a production org and after one month in a sandbox org. All archived data is stored for 10 years.

How: To encrypt these fields, add them to your Encryption Policy from Setup. The Subject and Address fields support both probabilistic and deterministic encryption, while the Description field supports only probabilistic encryption.

If Field Audit Trail is enabled, you can get started setting field history data retention policies for the fields whose data you want to retain.
Note

Note

When you encrypt a field, existing values aren’t encrypted. Contact Salesforce for help encrypting existing data.