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Salesforce Shield: A Comprehensive Security Solution for Financial Services | Vantage Point Consulting

Learn about Salesforce Shield, the comprehensive security solution for financial services organizations who want to stay ahead in today's increasingly digital world.


Salesforce Shield: A Comprehensive Security Solution for Financial Services

Salesforce Shield: A Comprehensive Security Solution for Financial Services

With its comprehensive suite of features and tools, Salesforce Shield is the perfect security solution for financial services organizations looking to stay ahead in today's increasingly digital world. From native encryption and event monitoring to field audit trails and platform encryption, Salesforce Shield offers a complete package of protection for sensitive customer data stored in the cloud.

Native Encryption

Native Encryption is a core feature of Salesforce Shield that provides organizations with added protection for their customer data. With Native Encryption, customer data can be protected from unauthorized access without additional coding or development. This helps ensure compliance with various industry regulations such as HIPAA and GDPR.

Native Encryption also allows organizations to decrypt the data at any time while retaining its integrity. This makes it possible for them to access customer information quickly and efficiently when needed while still ensuring that it remains secure. Additionally, organizations can customize the encryption settings based on their specific needs.

Event Monitoring

Event Monitoring provides an extra layer of security by giving organizations real-time visibility into user activities across all Salesforce orgs. It also allows them to quickly detect suspicious activity and take immediate action to protect customer data. Event Monitoring enables organizations to monitor all user activities regardless of where they are located or what device they are using.

Field Audit Trail

The Field Audit Trail feature of Salesforce Shield provides a full audit trail of user activities across all Salesforce orgs which can be used for compliance purposes. Organizations can track changes made to records over time and quickly identify potential issues so corrective action can be taken. The Field Audit Trail also helps ensure accuracy by following errors in real-time, which makes it easier to resolve issues before they become costly problems down the line.

Platform Encryption

Platform Encryption is another key component of Salesforce Shield that helps protect customer data from unauthorized access while still ensuring compliance with industry standards such as HIPAA and GDPR. With just one click, organizations can encrypt their entire Salesforce orgs which helps protect customer information from malicious actors or accidental errors while providing peace-of-mind assurance that their data will remain secure even in a breach or attack attempt.

Summary

Salesforce Shield is a comprehensive security solution that provides organizations with an extra layer of protection for their customer data. Vantage Point Consulting is here to help financial services companies evaluate and set up Salesforce Shield to ensure that their customer data remains secure and compliant with industry regulations such as HIPAA and GDPR. With our expertise, we can help you to confirm your organization's data is properly protected. Please reach out to us today to learn more about how we can help you unlock the potential of Salesforce Shield.

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO  
david@vantagepoint.io
469-499-3400
www.vantagepoint.io

David Cockrum

David Cockrum

David Cockrum is the founder and CEO of Vantage Point, a specialized Salesforce consultancy exclusively serving financial services organizations. As a former Chief Operating Officer in the financial services industry with over 13 years as a Salesforce user, David recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies—and created Vantage Point to bridge the gap between powerful CRM platforms and industry-specific needs. Under David’s leadership, Vantage Point has achieved over 150 clients, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95% client retention. His commitment to Ownership Mentality, Collaborative Partnership, Tenacious Execution, and Humble Confidence drives the company’s high-touch, results-oriented approach, delivering measurable improvements in operational efficiency, compliance, and client relationships. David’s previous experience includes founder and CEO of Cockrum Consulting, LLC, and consulting roles at Hitachi Consulting. He holds a B.B.A. from Southern Methodist University’s Cox School of Business.

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