Salesforce Shield-Enabled Mode

A SOQL query fails when there is an encrypted field in the 'WHERE' or 'ORDER BY' clause.

In Altify software, this means that a contact search using a Contact field that has been encrypted would normally fail.

To avoid this problem, you can set your Altify software to Salesforce Shield-Enabled mode.

(Salesforce Shield is a set of services for complex data governance and compliance needs, and includes field encryption.)

In Salesforce Shield-Enabled mode, users can successfully search on any of the fields in the following table even when they are encrypted. (Altify does not support searching on any other encrypted fields.)

Object Supported Fields
Account
  • Name
  • Website
  • Description
  • Street [detail of the Address field]
  • City [detail of the Address field]
Contact
  • First Name
  • Last Name
  • Title
  • Description
  • Phone
  • Mobile Phone
  • Mailing Street
  • Mailing City
  • Fax
  • Email
  • Assistant Name
  • Assistant Phone
Contact Searches in Altify Software

Contact searches occur in the following areas of the software:

  • Relationship maps, when the user is adding contacts to the map.
  • Insight maps, when the user is associating an owner with an element on the map.
  • Actions in Opportunity Manager, when the Name field is being set.
Opportunity
  • Name
  • Description
Altify Account Opportunity
  • Name
Altify Contact Map Details
  • Note
Altify Insight Card
  • Long Description
  • Short Description
  • Note
Altify Account Solution
  • Block Reason
  • Other Note

To enable Salesforce Shield-Enabled mode:

  1. In Setup, go to Custom Settings.
  2. Click Manage beside Altify Core Settings.
  3. Click Edit.
  4. Select the Salesforce Shield-Enabled checkbox.
  5. Click Save.

Your Altify software is now in Salesforce Shield-Enabled mode.