With Salesforce backup and recovery, there are two primary approaches to ensure Salesforce business continuity: Self-Hosted vs SaaS. Each of these methods provides different key advantages and disadvantages.
In 2021, the average cost of a data breach hit a 17 year high. Last year, every data breach cost companies approximately $3.86M per incident. The current average is roughly $4.24M per data breach. Recently, representatives from top technology companies, including Google, Okta, Slack, and Salesforce, have created a partnership to develop a cybersecurity baseline. This set of guidelines has been dubbed the Minimum Viable Security Product (MVSP). Among other things, the creators of the MVSP recommend that you encrypt your data. Fortunately, Salesforce already has several mechanisms in place that facilitate the encryption process, including “Salesforce encrypted fields.” What is an Encrypted Field in Salesforce? In Salesforce, an encrypted field is a cybersecurity functionality that allows you to mask data. When your data is masked using field encryption, users without the appropriate permissions will not be able to view the data. Conversely, team members who have a profile with “View Encrypted Data” enabled will have the ability to view encrypted information normally. Salesforce encrypted fields have several limitations. For instance, the character limit on an encrypted field is often lower than the standard field length, with Case Comment as a prime example. In addition, some field encryptions can limit other features, like Einstein Lead Scoring can be limited if Lead fields are encrypted. Encrypt Data in Custom Fields in Salesforce Classic We were tempted to jump right into custom field encryption for Salesforce Lightning, but we wanted to throw in a section for those who are still running on Classic. Classic Encryption is included for free for Classic, and you can always add on Shield Platform Encryption if you need additional features. The encryption options work the same way in Classic as they do in Lightning with a few small exceptions. You can implement Salesforce Classic encryption without the Shield Platform Encryption add-on. The algorithm will be a 128-bit Advanced Encryption Standard instead of a 256-bit AES. If you want to try the add-on, it’s included in Salesforce Developer sandboxes. If you want to check out some additional differences between Classic Encryption and Slalesforce’s Platform Encryption, here’s a handy reference guide. Encrypt Data in Custom Fields in Lightning Experience When encrypting new data using custom fields in Salesforce Lightning, you will again have the option to choose between standard encryption or purchase the Shield add-on. If you opt to buy the add-on, navigate to the Platform Encryption Advanced Settings page in your “Setup” menu and enable deterministic encryption. You will need to remain in the “Setup” menu to create your custom field. Locate the “Object Manager” tab and then choose your object. Then, click on the “Fields & Relationships” button. After doing so, you will be prompted to create or edit a custom field. Make sure that you select “Encrypted” when generating your field. How do I Encrypt Field Data in Salesforce? Salesforce has numerous encryption schemes fields that you can use to protect Salesforce data. However, setting up an encryption policy requires the Salesforce Shield Platform Encryption add-on. Of course, it is always best practice to test any change in a Salesforce sandbox, prior to implementing in production! For many organizations, you can enable standard field encryption in a few minutes. To begin, ensure that your organization’s encryption key is active. If it is, then you can navigate to the “Setup” menu and use the Quick Find search box to query the phrase “Platform Encryption.” From the results, select “Encryption Policy.” When the next menu opens, select “Encrypt Fields” and click on the edit button. Select which fields that you would like to encrypt. Salesforce will encrypt all new data governed by that field with a probabilistic scheme. Unfortunately, that scheme makes it difficult to perform data filtering. Therefore, we recommend switching to deterministic encryption. You can encrypt both standard and custom objects. In addition, new files and attachments can be encrypted, though the indicator denoting a file and encryption will only be visible if you are using Salesforce Classic. How do I Decrypt an Encrypted Field in Salesforce? You can always decrypt a field by turning off Salesforce Encryption! This is needed if you want to integrate data with a legacy portal, use a Salesforce feature that does not support Shield Platform Encryption, or leverage specific Salesforce apps with this data like the Customer 360 Data Manager. If, for example, you want to implement Salesforce’s Einstein Recommendation Engine in Marketing Cloud, this app does not support Shield Platform Encryption. Any data used with this app will need to be unencrypted. To stop encryption on a field, simply: Select the Encryption Policy in Setup Click Encrypt Fields Deselect the fields that you no longer want to encrypt. Please note that File encryption is either on or off, so you can’t turn it off for just specific fields! If you want to read more about decrypting data, Salesforce’s Shield Platform Encryption Implementation Guide is a handy reference. Can Salesforce Search Encrypted Fields? Under all encryption types, a Salesforce user can search for data using the standard search functionality. Users are not prevented from finding and viewing data that they are authorized to view! SOQL use, however, can be limited on encrypted fields. If you selected the deterministic scheme when encrypting fields, you would still be able to search them in Salesforce. However, there are several limitations, even when using this scheme. Specifically, Salesforce cannot use encrypted fields in list views or report filters. In addition, Salesforce does not support encrypted fields in some of SOQL clauses, such as WHERE, MAX(), or ORDER BY. Key Use Cases for Encryption of Your Salesforce Data Shield Platform Encryption adds an additional security layer to your Salesforce Organization by encrypting data at rest. Each company can bring their own key or use the key provided by Salesforce, providing flexibility for all industry verticals. This helps each company meet compliance requirements while also providing a user friendly app with critical elements like search, data validation, and automation like Salesforce Flow. Some of the most common types of data that you can encrypt with Salesforce custom fields include: Email addresses Phone numbers Written text Text Area (standard, long, and rich) URLs Date/Time Credit card numbers SSNs Addresses The more custom fields you encrypt, the more difficult it will be to query your data. Most organizations only encrypt the most important data types, such as SSNs, credit card numbers, and email addresses Salesforce Data Governance From Capstorm While Salesforce encrypted fields and Salesforce Shield allow you to control data within the Salesforce platform, these security controls are limited to data utilization on-platform. Data controls do not extend to data utilization as data is imported and exported out of Salesforce. To remedy this issue, Capstorm has created Govern. This solution is designed for organizations that use Salesforce but must also adhere to multiple complex regulatory requirements. Our technology complements existing Salesforce Shield capabilities while also creating an auditable chain of custody for compliance data. Contact us today if you would like to learn more about Govern or our full suite of Salesforce solutions. You can also schedule a free demo.
Salesforce, the market-leading cloud-based customer relationship management solution, is a powerful management tool for handling many, if not all, company operations. You’ve presumably selected Salesforce for an established business with active sales opportunities and tasks in progress. If this is the case, you know how cumbersome manual data entry can be either in the initial work to bootstrap a new Salesforce implementation or during day-to-day Salesforce data import operations. Well, fret not; there are several methods for importing data into Salesforce to ensure that you are up and running in the least amount of time conceivable. How do I import Data Into Salesforce? Data entry and extraction are necessary skills for every Salesforce Admin or consultant. Did you know there are many programs available to assist you in your endeavor? Salesforce offers a variety of data loaders, each with its own array of applications and suited to different methods of uploading and exporting your data. In selecting the best data loader for Salesforce, keep in mind that it all relies on your particular objectives, experience level, and the degree of convenience you desire. By far, the most frequently used data import Salesforce tools for managing complete data migration are Data Loader.io, Data Loader, and Data Import Wizard. But before we get into these three tools in greater depth, let’s take a look at two of the other popular Salesforce data uploaders available if you are starting from a basic spreadsheet. Microsoft’s XL-Connector 365 Here is an add-on for Excel that allows you to interact with your Salesforce data directly from the spreadsheet. This approach is pretty convenient, given that before most data loaders, you will be altering data in Excel anyhow, at least for simple data sets. Google’s Data Connector for Salesforce This extension lets you import data from Salesforce, update data in Salesforce, or even delete Salesforce records. You can import data to a Google Sheet from Salesforce using their query builder or SOQL, and you can even bring a Salesforce report directly to your spreadsheet. What is the Difference Between the Import Wizard, Data Loader, and Data Loader.io? With any of the following widely used tools, the amount of data you can import relies partly on your permissions settings, the sort of data you’re preparing to import, and the overall data storage constraints of your company. Data Loader.io Dataloader.io is totally cloud-based and accessible via a web browser. You have the same options as with the Salesforce Data Loader, but with some added capabilities that really make this solution stand out. This is the most popular data loader for Salesforce, and you can import up to 10,000 records on a free account. Two user-favorite features are the ability to schedule tasks and the fact that dataloader.io can automatically locate parent records using text rather than an ID, effectively performing the VLookup for you. Pros It saves you a lot of time over a more manual data load The mass upload/insert capability simplifies the process of updating many data sets on multiple fields Although it has a simple UI, it is extremely powerful and entirely cloud-based Cons The free version will only get you so far before you have to pay for subscription based on the number of users Reviewers reference a steeper learning curve as a result of the interface’s slightly less-than-optimal design Dataloader.io was originally developed by Mulesoft and was later acquired by Salesforce. Data Loader This Salesforce data import option provides bulk data import and export from files or a database connection — up to five million records of any data type at a time. You can use Data Loader in two unique ways: Via UI or via the command line. The user interface enables you to interact with configuration parameters, CSV files used for import and export, and field mappings that convert the field names in your import file to Salesforce field names. When you use the command line (Windows only), you define the settings, data sources, mappings, and actions in files. This configuration enables you to automate the Data Loader processing. Pros You can load objects that the Data Import Wizard does not support Regular data loads, such as nightly imports, can be schedule For the seasoned Salesforce worker, this option is faster, more powerful, and has additional settings. Cons A maximum upload limit of five million records may be insufficient for some larger enterprises — if you want more than 5 million records to be loaded, we suggest working with a Salesforce partner or searching the AppExchange for a suitable partner solution Requires download and installation Import for related Salesforce records requires much manual effort, as record mappings must be providedAdditionally, the solution can be difficult to scale if your data import contains more than a handful of Salesforce objects. Data Import Wizard Developed by Salesforce.com, the Salesforce Import Wizard is marketed as an easy-to-use tool for importing accounts, contacts, leads, solutions, and custom objects. This software provides an entirely free service that prevents the loading of duplicate data. Its user-friendly interface is also ideal for newcomers. Accessed via Setup or directly from a Salesforce campaign, this tool can import up to 50,000 records simultaneously. It provides an intuitive interface for configuring the setup parameters, data sources, and field mappings that transfer the field names in your import file to their Salesforce equivalents. Pros Intuitive and simple to use on the first go To avoid importing duplicate records, you can match records based on their name, email address, or Salesforce ID Cons Working with a maximum upload limit of 50,000 records may not be suitable for your objectives Certain objects that you wish to import may be incompatible with the wizard The import procedure is not fully automated All editions of Salesforce include the Salesforce Data Import Wizard. Its user-friendly interface guides you step-by-step through the process. It has also been improved in recent years to support the import of additional objects, including custom objects. FAQ Can you import Excel/CSV fields into Salesforce? Yes! You may import data from Excel into Salesforce by exporting the Excel spreadsheet as a CSV file (comma-separated values). The process is straightforward if the following procedures are followed: Prepare your CSV file for import or edit by following these prompts: A comma must be used to separate field values within a row When creating a record, you must include all needed fields Any fields not described in the CSV file are ignored when changing a record Navigate to your Salesforce instance’s object tab and select ‘Import’ to initiate the import. Select the type of object you wish to import or update. Select whether to import new records, update current records, or perform both operations simultaneously. Select the CSV file that you wish to import or change. Map the data in your CSV file to the fields associated with the object type in your Salesforce instance. This step is typically performed automatically if your field headers match your Salesforce instance’s field names. You are redirected to a comprehensive page where you can view the import status, the number of records that were imported correctly, and the number of records that were not. You will also get an email after the data import has finished. Where is the Data Import Wizard in Salesforce? The Data Import Wizard tool is easily accessible via the Setup menu or by clicking “Import Leads and Contacts” from any Campaign. How do I import Leads into Salesforce? If you have a database of leads, you’re probably looking for a more efficient approach to import them into Salesforce than manually entering them. First, verify that you have the required access or contact your Salesforce administrator for assistance to import leads. Next, navigate to the bottom of the Leads home page and click the Import Leads link beneath the Tools heading. The Lead Import Wizard page will appear, guiding you through the procedure in four easy steps while providing helpful hints. How do you automate data imports in Salesforce? It is possible to automate the import process using API calls.Application Programming Interface (API) calls denote certain activities that your client apps can invoke at runtime to accomplish tasks, such as: Conduct a data query on your organization’s data Data can be added, updated, and deleted Acquire metadata for your data Execute utilities to complete administrative duties Beforehand, make sure you’ve specified key data sources, field mappings, and other parameters within Data Loader’s configuration files. Next-Level Data Enablement with CapStorm Unleash the full power of your data with CS:Enable. CapStorm’s solutions help businesses worldwide manage their Salesforce data including Salesforce data import / export operations with a streamlined approach that automatically handles Salesforce data relationships. CapStorm customers have more autonomy over their Salesforce data, expediting data migrations while enhancing overall data control and usability. With CapStorm, you can access the full value of your Salesforce data. Request a demo today.
If your organization utilizes the Salesforce platform and its suite of enterprise applications, then you must have a comprehensive Salesforce disaster recovery plan in place. Such a plan can help your organization quickly resume normal operations if it falls victim to a cyberattack or experiences a data loss due to a natural disaster. Cyberattacks are of particular concern, as the FBI received over 791,000 complaints of cybercrime in 2020 alone. Unfortunately, many organizations do not know how to create a Salesforce disaster recovery plan. With that in mind, our experts have created this comprehensive guide. In it, they outline how to create your Salesforce disaster recovery plan while also providing you with the tools and information you need to implement your strategy. Is Salesforce Data Backed Up? Salesforce recently debuted a “Backup and Restore” service for its popular platform. This service is designed to help businesses protect themselves from cybercrime, disaster-related data losses, and any other mishaps that may compromise a company’s Salesforce data. The Backup and Restore service can automatically create backup copies of vital business data. This user-friendly feature is an excellent way of backing up your irreplaceable files. However, the Backup and Restore service only addresses a small component of your Salesforce disaster recovery plan. To unlock the full potential of Salesforce, you will need to incorporate a data enablement solution into your framework. This technology allows you to do more with your data than simply create duplicate copies. Data enablement empowers your Salesforce development team to maintain business continuity, streamline data migrations, integrate Salesforce data into your enterprise data fabric, and more. Salesforce Disaster Recovery Defined The term “Salesforce disaster recovery” refers to the various processes and protocols designed to ensure business continuity when an organization encounters a disruptive event. Whereas a general disaster recovery plan addresses an organization’s entire IT infrastructure, a “Salesforce disaster recovery plan” specifically pertains to the CRM and its related applications. Organizations should develop a Salesforce-specific disaster recovery plan given the large scope of the platform. Operators will deploy the procedure in the event of human or nature-induced disasters. There are two primary Salesforce disaster recovery methodologies, Software as a Service (SaaS) and Self-Hosted. The SaaS option is also referred to as DRaaS or Disaster Recovery as a Service. All of your backup data will be stored in a third-party cloud environment when using the SaaS method. SaaS/DRaaS Many organizations prefer the SaaS approach because the cloud-storage solutions reduce setup and implementation times. When an organization’s backup data storage needs exceed its existing capabilities, the data size can increase without direct intervention. Self-Hosted As the name suggests, a Self-Hosted Salesforce disaster recovery plan is managed in-house. Your organization must use its own cloud-based or on-site servers in order to store and maintain all backup data. Upgrading Self-Hosted Salesforce disaster recovery capabilities can be a bit more time-consuming. That said, Self-Hosted disaster recovery data has its advantages. The data is easier to verify, test, and manage. Without a Salesforce disaster recovery plan in place, it is simply not possible to verify a SaaS backup of Salesforce data for two reasons. Firstly, online software data is not accessible in these instances; secondly, you are relying on the provider’s verification methods. In addition, self-hosted solutions provide customers with autonomous control over their data. This approach means that they can leverage this wealth of information to improve other processes. How to Develop a Salesforce Disaster Recovery Plan In order to make the process of developing your Salesforce disaster recovery plan more seamless, we have broken it down into four distinct steps, which are as follows: 1. Select an Approach The first step to developing a Salesforce disaster recovery plan is to choose your preferred data storage approach. You can select either the SaaS or Self-Hosted methods outlined above. When selecting a strategy, it is important to consider factors such as your company’s current size, projected growth, and budget. If your organization opts for the Self-Hosted solution, make sure that you do not purchase hardware based on your current data storage needs. Instead, you should estimate your projected growth over the next five to ten years and purchase your Self-Hosted equipment accordingly. A good vendor will address these issues for you during the purchasing and installation process. The SaaS Salesforce disaster recovery approach is much more pragmatic if you want to implement your plan quickly. This solution also offers a significant space savings benefit when compared to the Self-Hosted method. However, the Self-Hosted option allows you to engage in data enablement, but more on that below. 2. Evaluate Criteria After you have decided on a specific approach for your Salesforce disaster recovery plan, there are a few more factors that you must consider. First, you must decide how “hot” you need your backup to be. Do you need to have your Salesforce data backed up in close proximity to production? If so, then you will need a vendor that allows for frequent, incremental backups. Keep in mind that some vendors limit the number of daily or weekly backups that they will allow. Salesforce is a dynamic platform that allows you to rapidly make changes or create custom objects. Therefore, you must implement a disaster recovery solution that can accommodate frequent structure changes. Ideally, you want a solution that can automatically detect and apply structural changes so that it can effectively backup the metadata. Finally, you must clearly determine what a vendor’s Salesforce disaster recovery services entail. Do you want them to simply provide CSV files while you perform the restore process? Or would you like them to oversee the entire disaster recovery process? 3. Test Your Proof of Concept Once your Salesforce disaster recovery plan is complete, it is time to conduct Proof of Concept Testing. During this testing phase, your data backups are analyzed to ensure that they can be used to guard against ransomware, natural disasters, etc. Without these tests, your organization may be left vulnerable to downtime or data losses in the event of an actual disaster. Consider Additional Ways to Use the Data The Self-Hosted Salesforce disaster recovery approach opens the door for data enablement. When using the SaaS solution, your backup data is used almost exclusively for a backup.However, self-hosted backup data can be utilized for a variety of other purposes. This method offers superior cybersecurity and gives your organization complete control of its Salesforce data. That data can be used to empower Salesforce development teams, preserve business continuity, and streamline data migrations. 4. Salesforce Data/System Backup Testing? System backup testing is an integral part of your Salesforce disaster recovery plan. You should perform a full-scale backup test at least once annually. If you are operating an exceedingly complex business, then more frequent backup tests may be necessary. In addition, you should implement automated testing protocols that should be performed after each backup is completed. This approach ensures that the data can be accessed and recovered in the event of a disaster. FAQ What are RTO and RPO in Salesforce? When designing your Salesforce disaster recovery plan, you must clearly define your RPO and RTO. An RPO or Recovery Point Objective is essentially a measure of how much data your company can lose without negatively impacting regular operations. For instance, if you backup your data once per day, then your RPO would be 24 hours. If you believe that 24 hours of lost data would cripple your business, then you should increase the frequency of your data backup protocol. The RTO or Recovery Time Objective is your self-imposed deadline for restoring data after it is lost or corrupted. Setting an RTO will help you calculate how rapidly you must recover in order to prevent the business from suffering significant harm. What is the difference between Salesforce RPO and typical database RPO? If you own a typical database and it experiences a data loss, you can perform a data rollback. This operation will discard all information changes that have occurred since the last time you began altering information on the database. For instance, if you started work at 8 a.m. and the incident occurred at 4 p.m, the data rollback would revert the database to the state it was in at 8 a.m. Data rollbacks cannot be performed on the Salesforce platform because you do not own the underlying SF database. Therefore, you will likely need to set a stringent RPO threshold and schedule more frequent updates. What is BCP in Salesforce? Business continuity plans or BCPs are a long-standing concept. These plans are intended to ensure that organizations can continue operations, even when dealing with unusual circumstances. Your Salesforce disaster recovery plan should be a part of your broader BCP. The BCP should be dynamic enough to facilitate a recovery in the event of a disaster. However, it must be agile enough for rapid deployment. Salesforce Data Enablement Solutions from CapStorm If you want to get the most out of your Salesforce disaster recovery data, CapStorm can help. We offer Salesforce data enablement solutions that provide Salesforce backup and recovery while also providing Salesforce data enablement to gain additional value from your investment in Salesforce. . If you would like to learn more about Self-Hosted Salesforce disaster recovery, contact us today or schedule a demo.
In 2020 alone, there were 1,001 data breaches in the United States. The hackers that perpetrated these breaches gained access to the confidential data of over 155.8 million people. The companies that were the victims of these data breaches faced irreparable damage to their reputations. These types of attacks can often attribute their success to a lack of sufficient cybersecurity protocols. As one of the most widely used customer relationship management platforms in the world, Salesforce is a prime target for these attacks. Businesses across virtually every industry rely on Salesforce for maintaining positive interactions with clients and storing consumer data. The Salesforce platform is overflowing with all of the types of data that hackers love. Social Security numbers, credit card numbers, addresses, and more can be obtained by gaining access to a company’s Salesforce data.If your business uses Salesforce and its massive suite of applications, then it is vital that you understand the difference between the platform’s two types of encryption. Below, our experts discuss these two encryption solutions. We’ll also highlight the differences between Salesforce data at rest encryption and Salesforce data in transit encryption. What Is Salesforce Encryption and Why Does Encryption Matter? In the general sense, data encryption is the process of preventing unauthorized users from accessing your data. When data is encrypted, it is coded using a key. The only people that can decrypt the data are those with the key. Hypothetically, it is possible for people to decipher the data without the key. However, it is an extremely difficult process that requires a vast number of technological resources. Therefore, Salesforce encryption is one of the most effective ways to protect your data. Salesforce encryption can use one of two different schemes. The default scheme of Salesforce Classic encryption and Shield Platform is known as “probabilistic encryption.” The probabilistic encryption algorithm uses random patterns when encoding data. This means that the same text will be translated to a unique cipher text every time that it is encrypted. The downside to a probabilistic scheme is that it is so complex that companies can no longer filter their encrypted data. Salesforce is also capable of encrypting data using a deterministic encryption scheme. Most organizations prefer this method, as it allows them to reap the benefits of data filtering — but more on that a bit later. There are not only different Salesforce data encryption methods, but there are also varying types of data that must be encrypted. The two primary types of Salesforce data that must be encrypted are “data at rest” and “data in transit.” What Is Salesforce Data at Rest Encryption? Salesforce data at rest encryption is the process of encoding your data while it is stationary. Data at rest encryption adds an extra layer of protection for your data in the event that all other defenses are breached. If a hacker is able to successfully make it past your firewall and gain access to your network, data at rest encryption prevents them from acquiring any usable information. What Is Salesforce Data in Transit Encryption? Data in transit encryption is the more widely known type of encryption. This type of encryption is designed to protect data when it is being sent or received. However, data in transit encryption offers no protection for your confidential information when it is “at rest” or simply being stored on the server. Due to the significant rise in breaches and cybercrime over the last decade, data in transit encryption alone is no longer an adequate way to protect data. By deploying data in transit and data at rest encryption protocols for your Salesforce resources, you can protect your information at all stages of its lifecycle. Classic Encryption vs. Shield Platform Encryption Salesforce offers two primary encryption solutions for its clients. The first is known as Classic Salesforce encryption. This is the standard encryption functionality that is included with a basic licensing agreement. The more robust option is known as Salesforce Shield Platform Encryption. This service is available to all Salesforce clients, but to access it, you must pay an extra fee. Before you select an encryption solution for your business, it is important that you understand the core differences between the two. How Shield Platform Encryption Works Salesforce Shield Platform Encryption is a 256-bit encryption solution. The technology allows you to “Bring Your Own Key,” which means that you can manage your encryption keys instead of relying on Salesforce to do so.The BYOK feature is appealing to organizations that handle extremely sensitive data and are subject to stringent regulatory requirements. Shield Platform Encryption protects data while it is at rest. It does not provide a masking feature for key fields, which means that you must deploy a Field Level Security (FLS) solution. Shield Platform Encryption is meant to supplement other cybersecurity efforts, not act as a replacement for them. Shield Platform Encryption allows you to encrypt standard fields, files, attachments, and custom fields. You can use this encryption solution in formula fields and workflows as well. However, it does not function well with some third-party applications. Use Cases for Classic Encryption Salesforce Classic Encryption’s primary use is to mask sensitive data. It is designed to protect your data against users operating on the Salesforce platform. Specifically, Classic Encryption can conceal data such as SSNs and credit card numbers. The downside to Salesforce Classic Encryption is that it cannot be used in formula fields or workflows. Furthermore, you must configure permission sets and profiles manually. FAQ Is Salesforce Encrypted? Yes, Salesforce has encryption solutions for your data while it is in transit and at rest. These various encryption strategies are designed to protect your data at all times. The Salesforce Classic Encryption solution is a standard part of any Base License. However, the more robust Salesforce Shield Platform comes at an additional cost. What Type of Encryption Does Salesforce Use? Salesforce Classic Encryption uses a 128-bit Advanced Encryption Standard (AES). This solution allows you to mask custom fields, which protects your data from internal Salesforce clients. Salesforce Classic is an excellent solution for concealing sensitive information, such as credit card numbers.Salesforce’s Shield Platform Encryption uses 256-bit encryption. This more comprehensive encryption solution includes additional functionalities, such as validation rules, search, and more. How Does Salesforce Encryption Work? Salesforce encryption is designed to protect data while it is at rest. Traditionally, encryption tools would only protect data while it was in transit. While this method has its benefits, the increase in cyberattacks has made it necessary to safeguard data at all times, including when it is passively stored in the cloud. Salesforce encryption uses an HSM-based key derivation system. Your organization will have its own data encryption key, which will never be shared or saved across other organizations. Your unique key material will encrypt and decrypt documents as needed. Specifically, Salesforce uses a probabilistic encryption protocol. Probabilistic encryption means that the algorithm relies on random patterns during the encoding process. The algorithm could encrypt the same text repeatedly, but it will generate a unique cipher text each time. What Is Salesforce Data Encryption at Rest? According to Salesforce, their data encryption at rest functionality “encrypts the underlying files stored in the file system.” This feature presents data as plain text while simultaneously encrypting the underlying file system. The data encryption at rest functionality may have minimal impacts on performance, as it requires resources to decrypt and encrypt data. Does Salesforce Shield Platform Encryption Back Up My Data Daily? Do the Rules Continue when I Extract Data from Salesforce? The Salesforce Shield Platform Encryption does not handle the backup process. You must define your backup parameters using a data backup solution, such as the one offered by Salesforce. Instead, it encrypts files, custom fields, and attachments. However, Salesforce Shield Platform encryption will have an impact on your data extraction. When you extract data, all Shield-encrypted files will be exported in an unencrypted format. The Salesforce Shield Platform Encryption is designed specifically for protecting Salesforce data while it is “at rest.” If you want to ensure that your data backups are encrypted, then you will need to implement the Backup and Restore Salesforce app. When you leverage encryption, data backup, and enablement solutions, you can make sure that your organization gets the most out of its Salesforce data. You can also address key vulnerabilities and protect your valuable data. Salesforce Encryption and Data Filtering from CapStorm If your organization wants to better protect data as it enters and leaves the Salesforce ecosystem, CapStorm can help. Our organization provides comprehensive Salesforce solutions. We are the only company in the market that offers Salesforce data extraction while maintaining 100% referential integrity. This means that you can avoid the common problems associated with probabilistic encryption while also retaining your ability to efficiently filter data. In addition, we are the only self-hosted platform, which means that our solutions install behind your firewall, giving you complete control over your business’ valuable data. Want to learn more? Contact us today. We can connect you with one of our knowledgeable experts or set you up with a demo.
According to Forbes, data analytics can provide a wealth of benefits for your organization. By leveraging the power of data analytics, you can improve customer retention, identify potential risks, and much more. However, you cannot conduct data analysis until you generate Salesforce reports or select a solution to report on Salesforce data outside of the Salesforce native report writer. Unfortunately, this is often easier said than done. The truth of the matter is that generating Salesforce reports can be quite tedious, especially if you are relatively new to the platform. To help, we have created this comprehensive guide to Salesforce reporting. In it, we break down report types and functions. Our team even discusses some notable shortcomings in Salesforce’s reporting functionality and reveals how you can streamline your data. Difference between Salesforce Reports & Dashboards Before we delve into the various Salesforce report types, let’s recap the difference between reports and dashboards. Generally speaking, a report is simply a list of data points or records that is compiled based on criteria that you define. In Salesforce, your reports will be displayed in columns and rows. You can refine reports by filtering them or grouping them with other data sets. Each Salesforce report is stored in a specific folder. You can control who can access these reports by setting custom permissions. Reports can be made public, shared, or left hidden. Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools. For instance, you can convert report data into a pie chart and bar chart. The Salesforce dashboard is highly customizable. You can incorporate multiple dashboard tools onto your page. This flexibility allows you to rapidly digest the information from numerous Salesforce reports that contain related data. What are Reports in Salesforce? 4 Types to Know Salesforce reports allow you to easily and efficiently understand data within your system. You can use this data to inform business decisions and improve customer relations. There are four types of reports available via Salesforce. Each style of report is designed for specific data review purposes. Some reports only provide a brief overview of certain data, while others offer more in-depth insights. The 4 Salesforce report types are as follows: Summary – Common & Popular Salesforce Summary Reports are among the most basic and frequently used types of reports. You can generate a summary report to show multiple groups of data. When generating a summary report, you can group data from different accounts. Then, your staff can perform calculations to determine metrics such as average sales, minimum purchase amounts, total revenue generated, etc. Summary reports are a great way of determining which services or products are most popular amongst your clients. You can also use summary reports to figure out which accounts are generating a large amount of revenue. Tabular – Simplest & Fast Export Format Tabular reports are extremely simple and are primarily used to prepare data for exporting. When you generate a Salesforce tabular report, your data will be displayed in rows. Tabular reports should not be used if you plan to manipulate or interact with the data. Tabular reports are a great tool when you need to complete tasks such as exporting a mailing list. The recipient of the report can easily locate required information, which may include client names and email addresses. Tabular reports are also supported in Salesforce dashboards. Matrix: Most Complicated; Great for Large Datasets Salesforce Matrix Reports are one of the most complicated types of reports available on the platform. Setting up matrix report generation is very time-consuming as well because you have the ability to group data by columns and rows. Matrix reports, like summary and tabular reports, can be used with dashboard tools. The matrix reporting format is a good choice when you need to review data like the number of products sold or revenue totals. Once the report is generated, you can quickly skim through it to find the desired information. Joined Reports – Comparing Datasets As the name implies, Salesforce’s Joined Reports feature allows you to create two distinct reports and “join” the data. The data from each report will be displayed side by side so that you can compare the two sets of information.While most users only generate two reports using the Joined Reports feature, you can actually add as many as five different blocks. This feature can help you gain valuable insights into a particular account. Joined Reports are the only type of Salesforce reports that are not compatible with dashboarding tools. This incompatibility is because a dashboard component can only display information from a single report. Since many companies prefer to view data in a visual format, the Joined Reports function is one of the least frequently used types of Salesforce reporting tools. How do I Create a Report in Salesforce? (Step-by-Step) Now that we have finished reviewing the various report types, let’s cover how to generate a report in Salesforce.When you are ready to create your Salesforce report, select the Salesforce Report Builder. The Builder can be found under the “Reports” tab, which is located on the top toolbar. After you have opened the Salesforce Report Builder, select “New Report.” You will then be prompted to choose your report type and category. When creating your first Salesforce report, you may want to keep it simple and just generate a summary report. If you already know what type of report you want to create, query that phrase using the search bar at the top of the new window. Otherwise, scroll through the list of available options until you find the category you are looking for. Next, click on the “Filters” tab and select which filters you want to apply. After that, you will need to transition to the “Outline” tab. On this tab, you can choose which fields will be displayed in your Salesforce report. Finally, click “Save & Run,” which will populate your report. You will need to name the report and can also include a brief description. Save the report in the folder of your choice and adjust the permissions if you want to restrict who can view the file. The above process is used anytime that you want to generate a Salesforce report. When creating Matrix Reports, you will have to complete a few additional steps when selecting your filters and outline. How to Integrate Salesforce Data into Tableau Analytics and Reports On their own, Salesforce reporting tools can provide some valuable information about the health of your organization. However, if you want to perform true data analysis, then you will need to integrate your Salesforce data into a full analytics application like Tableau. Tableau gives you the power to explore your data, create digestible reports, and much more. There are two ways to integrate your Salesforce data into Tableau. You can either use the native Salesforce connector or Capstorm’s Tableau integrations solution. The Salesforce native solution can be deployed rapidly, which allows you to start integrating your data into Tableau right away. However, this integration does have its shortcomings, which we will discuss below. Capstorm’s solution unlocks the full potential of Salesforce data. Our integration allows you to do more with your data by eliminating query restrictions and data join limitations. We accomplish this by enabling incremental replication of your data from Salesforce to your very own data repository in near-real time. How to Build Advanced Reports with Salesforce Data While you may have considered foregoing a full analytics integration like Tableau and simply relying on Salesforce’s native reporting, this approach will not make the most out of your data. Salesforce’s reporting tools have numerous limitations. For starters, you cannot create a chart with more than 250 groups or 4,000 values. There are also display issues when generating a report with more than 2,000 rows. Another concern is that reports “time out” after just 10 minutes. Capstorm overcomes these shortcomings by getting your data into a relational database management system (RDBMS). Database management systems that utilize a relational-data model organize and access your data by assessing the relationships between various items. This feature creates what is known as data independence. What does this mean for your organization? Essentially, we are unshackling your data from the constraints of native Salesforce reporting. This approach allows you to use any reporting engine you want without limitations… Break Free from Salesforce Reporting Limitations The Salesforce CRM platform is one of the most dynamic solutions on the market today. However, its inherent reporting limitations can prevent your organization from leveraging valuable data to gain key business insights. With the help of Capstorm, you can break free from these limitations and gain access to near-real-time data insights. Capstorm enables Salesforce data autonomy, thereby bringing better data into your analytics system. Our experts will eliminate data join limitations and query restrictions, allowing you to gain data insights in near-real time in Tableau. If you are ready to take your data analytics and your business to the next level, contact Capstorm today. We invite you to schedule a demo and see our innovative solutions for yourself.
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