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A customer is operating in a highly reputated industry and is planning to implement SF. The customer information maintained in SF, includes the following: Personally, identifiable information (PII) IP restrictions on profiles organized by Geographic location Financial records that need to be private and accessible only by the assigned Sales associate. User should not be allowed to export information from Salesforce. Enterprise security has mandate access to be restricted to users within a specific geography and detail monitoring of user activity. Which 3 Salesforce shield capabilities should a data architect recommend? Choose 3 answers:
Correct Answer: B,D,E
The best Salesforce Shield capabilities for the customer are to restrict access to SF from users outside specific geography, implement transaction security policies to prevent export of SF data, and encrypt sensitive customer information maintained in SF. Salesforce Shield is a set of security features that help protect enterprise data on the Salesforce platform. It includes three components: Event Monitoring, Platform Encryption, and Field Audit Trail. Restricting access to SF from users outside specific geography can be done using network-based security features, such as IP whitelisting or VPN. Transaction security policies can be used to define actions or notifications based on user behavior patterns, such as exporting data or logging in from an unknown device. Platform Encryption can be used to encrypt data at rest using a tenant secret key that is controlled by the customer.
Recent Comments (The most recent comments are at the top.)
appy - Jun 15, 2025
Correct Answers: A. Event Monitoring to monitor all user activities Yes. Event Monitoring (part of Salesforce Shield) enables detailed logging of user activity, including:
Login history
Report exports
API calls
Page views
Session hijacking attempts
This is critical for audit trails, security reviews, and compliance.
D. Transaction Security Policies to prevent export of Salesforce Data Yes. Transaction Security in Shield lets you:
Detect and block/report real-time actions, like data exports or logins from risky contexts
Enforce policies, e.g., prevent users from exporting data via reports or APIs
Critical for protecting sensitive customer and financial data.
E. Encrypt Sensitive Customer Information maintained in SF Yes. Platform Encryption (also part of Salesforce Shield) allows you to:
Encrypt PII (e.g., name, SSN, email) and financial info
Retain search, validation, and workflow functionality
Meet compliance standards like GDPR, HIPAA, etc.
❌ Why the other options are incorrect: B. Restrict access to SF from users outside specific geography This is a valid security requirement, but it’s not directly fulfilled by Shield.
You’d need to implement network restrictions like:
Login IP ranges
VPN/Identity Provider policies
Geolocation-based access control via SSO or external IdP
Shield does not natively block logins by geography — that’s done outside Shield.
C. Prevent Sales users access to customer PII information Again, this is a valid functional requirement, but it’s achieved through:
Field-level security
Permission sets
Sharing rules
Shield doesn't control who sees what — it monitors, encrypts, or blocks behavior.
You use core platform security, not Shield, for access restriction.
✅ Final Answer: A. Event Monitoring D. Transaction Security Policies E. Encrypt Sensitive Customer Information
These are all part of Salesforce Shield and directly address:
Recent Comments (The most recent comments are at the top.)
Correct Answers:
A. Event Monitoring to monitor all user activities
Yes. Event Monitoring (part of Salesforce Shield) enables detailed logging of user activity, including:
Login history
Report exports
API calls
Page views
Session hijacking attempts
This is critical for audit trails, security reviews, and compliance.
D. Transaction Security Policies to prevent export of Salesforce Data
Yes. Transaction Security in Shield lets you:
Detect and block/report real-time actions, like data exports or logins from risky contexts
Enforce policies, e.g., prevent users from exporting data via reports or APIs
Critical for protecting sensitive customer and financial data.
E. Encrypt Sensitive Customer Information maintained in SF
Yes. Platform Encryption (also part of Salesforce Shield) allows you to:
Encrypt PII (e.g., name, SSN, email) and financial info
Retain search, validation, and workflow functionality
Meet compliance standards like GDPR, HIPAA, etc.
❌ Why the other options are incorrect:
B. Restrict access to SF from users outside specific geography
This is a valid security requirement, but it’s not directly fulfilled by Shield.
You’d need to implement network restrictions like:
Login IP ranges
VPN/Identity Provider policies
Geolocation-based access control via SSO or external IdP
Shield does not natively block logins by geography — that’s done outside Shield.
C. Prevent Sales users access to customer PII information
Again, this is a valid functional requirement, but it’s achieved through:
Field-level security
Permission sets
Sharing rules
Shield doesn't control who sees what — it monitors, encrypts, or blocks behavior.
You use core platform security, not Shield, for access restriction.
✅ Final Answer:
A. Event Monitoring
D. Transaction Security Policies
E. Encrypt Sensitive Customer Information
These are all part of Salesforce Shield and directly address:
Monitoring
Export control
Data encryption and compliance...
Answer: ADE
ADE reference: https://www.salesforce.com/ap/platform/shield/