Fix Compatibility Problems
When you select fields or files to encrypt with Shield Platform Encryption,
Salesforce automatically checks for potential side effects. The validation service then
warns you if any existing settings may pose a risk to data access or your normal use of
Salesforce. You have some options for how to clear up these problems.
Available in both Salesforce Classic (not available in all orgs) and Lightning Experience. |
Available as an add-on subscription in: Enterprise, Performance, and Unlimited Editions. Requires purchasing Salesforce Shield or Shield Platform Encryption. Available in Developer Edition at no charge. |
If your results include error messages, you're probably running into one or more of these limitations:
- Portals
- You can’t encrypt standard fields, because a legacy customer or partner portal (created before 2013) is enabled in your organization. To deactivate a legacy customer portal, go to the Customer Portal Settings page in Setup. To deactivate a legacy partner portal, go to the Partners page in Setup.
- Criteria-Based Sharing Rules
- You’ve selected a field that is used in a filter in a criteria-based sharing rule.
- SOQL/SOSL queries
- You’ve selected a field that’s used in an aggregate function in a SOQL query, or in a WHERE, GROUP BY, or ORDER BY clause.
- Formula fields
- You’ve selected a field that’s referenced by a custom formula field in an unsupported way. Formulas can use BLANKVALUE, CASE, HYPERLINK, IF, IMAGE, ISBLANK, ISNULL, NULLVALUE, and concatenation (&). Custom formula fields can reference encrypted data in Salesforce Classic but not Lightning Experience or via SOQL.
- Flows and Processes
- You’ve selected a field that’s used in one of these contexts.
- To filter data in a flow
- To sort data in a flow
- To filter data in a process
- To filter data in a record choice set
- To sort data in a record choice set