Sunday, 23 Jun 2024
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How to Create a Text Encrypted Field Type in Salesforce?

salesforce encrypted fields

In this Salesforce tutorial, we will learn how to create a text encrypted field type in Salesforce and how we can use it to encrypt sensitive information. The text encrypted field type is a cybersecurity functionality that allows us to protect our data from unauthorized access. Let’s dive into the details and explore how to create this field type in both Salesforce Lightning and Salesforce Classic.

Text Encrypted field type in Salesforce

The text encrypted field type in Salesforce is designed to secure sensitive data by encrypting it and applying a mask when the data is displayed. This field type ensures that the data remains hidden from unauthorized users unless they have the appropriate permissions. It’s a valuable feature for protecting information such as credit card numbers, social security numbers, or any other sensitive data.

For example, imagine a bank account where there is a lot of sensitive information we don’t want everyone to see. To enhance the security of this information, we can use the text encrypted field type to encrypt the data. This way, other users won’t be able to view this sensitive information without the account holder’s permission. The text encrypted field type is a valuable tool for safeguarding sensitive information.

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Now let’s move on to the step-by-step process of creating the text encrypted field type in both Salesforce Lightning and Salesforce Classic.

How to create a text encrypted field type in Salesforce Lightning

Here’s how you can create a text encrypted field type in Salesforce Lightning:

  1. Log in to your Salesforce Lightning account and click on the gear icon.
  2. Under the gear icon, click on the “Setup” option.
  3. In the Setup page, click on “Object Manager” in the navigation bar.
  4. Search for and select the “Account” object.
  5. Under the Account object, click on “Fields and Relationships”.
  6. Click on the “New” button to create a new field.
  7. Select the “Text Encrypted” data type from the list.
  8. Fill in the field details such as label, length, and description.
  9. Choose the mask type and mask character.
  10. Establish field-level security by selecting the profiles that can access the field.
  11. Add the custom field to the page layout.
  12. Save the changes.

Once you’ve completed these steps, you can go to the app launcher in Salesforce Lightning and navigate to the Account object. You’ll see that the text encrypted field type has been created, and you can enter text in the field. The data will be masked to ensure the sensitive information remains protected.

How to create a text encrypted field type in Salesforce Classic

If you prefer to use Salesforce Classic, here’s how you can create a text encrypted field type:

  1. Log in to your Salesforce account.
  2. Click on your profile picture and select “Switch to Salesforce Classic”.
  3. Click on the dropdown arrow next to your username and select “Setup”.
  4. In the Setup page, enter “Account” in the Quick Find box and select the Account object.
  5. Click on “Fields” in the left sidebar.
  6. Scroll down to the “Account Custom Fields & Relationships” section.
  7. Click on the “New” button to create a new field.
  8. Select the “Text Encrypted” data type from the list.
  9. Fill in the field details such as label, length, and description.
  10. Choose the mask type and mask character.
  11. Establish field-level security by selecting the profiles that can access the field.
  12. Add the custom field to the page layout.
  13. Save the changes.
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After following these steps, you can go to the Account object in Salesforce Classic and see that the text encrypted field type has been created. You can enter text in the field, and the data will be masked to protect the sensitive information.

Frequently Asked Questions

Q: What is a text encrypted field type in Salesforce?
A: A text encrypted field type in Salesforce is a field type that allows users to store sensitive data in an encrypted form. The data is masked when displayed, ensuring that unauthorized users cannot access the information.

Q: Why is the text encrypted field type important?
A: The text encrypted field type is important because it provides an additional layer of security for sensitive data. It ensures that only users with the appropriate permissions can view the information, protecting it from unauthorized access.

Q: Can I create a text encrypted field type in both Salesforce Lightning and Salesforce Classic?
A: Yes, you can create a text encrypted field type in both Salesforce Lightning and Salesforce Classic. The process may vary slightly between the two interfaces, but the functionality remains the same.

Conclusion

The text encrypted field type in Salesforce is an essential feature for protecting sensitive data. By encrypting the information and applying a mask when displayed, it ensures that only users with the appropriate permissions can access the data. In this article, we’ve explored step-by-step how to create a text encrypted field type in both Salesforce Lightning and Salesforce Classic. Now you can enhance the security of your data and keep sensitive information safe.

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For more Salesforce tutorials, check out the following articles:

  • Create a Time Field Type in Salesforce
  • How to Make Text Encrypted Field Required in Salesforce
  • How to Select Mask Character in Text Encrypted Field in Salesforce
  • How to Create a URL Field Type in Salesforce?

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