Salesforce Shield Compatibility

Salesforce Shield is a set of services designed to help organizations to deal with complex data governance and compliance needs. One of these services is field encryption.

Salesforce Shield encryption can be applied to fields on standard objects. However, some SOQL and SOSL queries don’t work when field encryption is applied.

This has a bearing on contact searches in the following areas of Altify software:

• Adding a contact to a relationship map
• Setting an element owner on an insight map
• Setting the name on an action in Opportunity Manager

To ensure that these searches continue to work when certain contact fields are encrypted, your administrator can set the software to 'Salesforce Shield Compatibility' mode.

Bear in mind, however, that in this mode the search mechanism searches against sets of fields, rather than against the specific fields in which search text was entered. Because of this, search results may be broader than would be the case in normal mode.

For example, suppose that you enter 'john' in the contact search First Name field:

• In normal mode, this finds any contacts whose first name starts with 'john'.
• In Salesforce Shield Compatibility mode, the search is more general. It matches 'john' against a number of different contact 'Name' fields (on a 'word starts with' basis). So a contact whose last name is Johnson would be found.

Note: For more detailed information about how contact searching works in Salesforce Shield Compatibility mode, see Salesforce Shield-Enabled Mode [for AM] or Salesforce Shield-Enabled Mode [for OM] in the administrator section of the online help.