Platform Encryption Enhanced Native Encryption in the App Cloud

 Peter Chittum  Developer Evangelist  @pchittum  github.com/pchittum  

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Peter Chittum Developer Evangelist @pchittum github.com/pchittum

Speakers

Agenda

▪  Overview of Platform Encryption ▪  Features and Architecture ▪  Managing Platform Encryption ▪  Developing in a Platform Encryption Environment

NEW

Quick Setup with Clicks, Not Code Designed for anyone to build and deploy

Native in Salesforce Integrated directly, everything works

Build Compliance into your Apps Encrypt, monitor and audit everything

Encryption - Event Monitoring - Field Audit Trail

Salesforce Shield  A new level of trust and compliance for Salesforce

Introducing

Salesforce Shield  New services to help you build trusted apps fast

Encrypt Audit Monitor

Platform Encryption Field Audit Trail Event Monitoring

 Monitor User Activity  Know who is accessing data from where

Optimize Performance  Troubleshoot application performance to improve end user experience

 Track Application Usage  Understand application usage to increase adoption

Gain Visibility Into User Actions with Event Monitoring

Retain Field History for Up to 10 Years with Field Audit Trail  

 Establish Data Retention Policies  Know the state and value of data at any time Access Retained Data at Scale  Normalize on big data back-end for performance

 Comply with Industry Regulations  Secure data archive with the highest trust standards

Encrypt Sensitive Data While Preserving Business Functionality  

 Seamlessly protect data at rest  Encrypt standard & custom fields, files & attachments   Natively integrated with key Salesforce features  E.g. Search, Chatter, Lookups work with encrypted data

 Customer managed keys  Customer-driven encryption key lifecycle management

Platform Encryption Use Cases

▪  Regulatory Compliance

▪  Unauthorized Access to Database

▪  Contractual Obligations

Platform Encryption is Not

▪  Sharing Model

▪  Object/Field Level Security

▪  Data Residency Solution

▪  Encryption for Other Non-Salesforce Data

▪  Protection against Social Engineering

trust.salesforce.com

Encryption

Authentication & SSO

Two factor Auth

Profiles/Permissions

Sharing & FLS

Setup Audit Trail

Field History Tracking

Event Monitoring

Identity

Encryption

Platform Encryption Is Unique

▪  Quickly Seamlessly interact and protect sensitive data

▪  Setup takes minutes - No Software! No Hardware!

▪  Makes the App Cloud ‘encryption aware’ (metadata driven)

▪  Salesforce1 Mobile-ready, natively

Agenda

▪  Overview of Platform Encryption ▪  Features and Architecture ▪  Managing Platform Encryption ▪  Developing in a Platform Encryption Environment

Users

Encrypt at Rest: Fields

Name: Darla Hood

Name: aI90xi60csICOdk

Enc

rypt

ion

Ser

vice

Darla Hood

***********

Encrypt at Rest: Files

Lorem ipsum dolor E

ncry

ptio

n S

ervi

ce Xvier0c

9ghcrucjf4x21ffdqbB Lorem

ipsum dolor

Granular Control: Fields

▪  Individual Custom Fields –  Text –  Text Area

–  Text Area (Long) –  Email –  Phone –  URL –  Selected Standard Fields

▪  Enabled with flag

Granular Control: Files

▪  Files enabled separately –  Attachments –  Chatter

–  Files –  Libraries

▪  All or none

Encryption Key

▪  Master Secret (Salesforce) –  Rotated each release –  Stored in the Key Derivation Servers

▪  Tenant Secret (Customer) –  Can be Rotated once per day in Prod

–  Stored encrypted in DB

▪  Data Encryption Key –  Derived from Secrets –  Stored in cache, never persisted

Features and Support

▪  Feature License Required ▪  Available to evaluate in Developer Edition orgs

▪  Support for –  Search

–  Workflow Rules –  Validation Rules –  Apex and VF Pages

–  And A LOT MORE...

Architecture & Encryption Process Flow Customer driven key lifecycle management FIPS140-2 Hardware Security Module based key management infrastructure AES encryption using 256bit keys in CBC mode and random IV Uses PBKDF2 HMAC with SHA256 deriving secure 256-bit keys that are never persisted in Salesforce Data encryption and decryption actions are transparent

Agenda

▪  Overview of Platform Encryption ▪  Features and Architecture ▪  Managing Platform Encryption ▪  Developing in a Platform Encryption Environment

Demo

▪  Managing Encryption –  Select Fields/Files –  Audit Encrypted Fields

–  Setup Audit Trail platform encryption events –  Rotate Your Key –  The TenantSecret sObject

The Tenant Secret sObject

 //Rotate your secret by creating a new TenantSecret record  String descText = UserInfo.getName() + ' new secret via Lightning';

 TenantSecret newSecret = new TenantSecret(Description=descText);

 insert newSecret;

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Agenda

▪  Overview of Platform Encryption ▪  Features and Architecture ▪  Managing Platform Encryption ▪  Developing in a Platform Encryption Environment

Building Apps with Platform Encryption

  SOQL Where Clauses/Filters

  SOQL Order By/Sorting

  Formula Fields

  SOSL Search

  Sort in Apex

  Workflow/Apex Trigger

  Instead of…   Use this feature…

Demo

▪  Customizing with Encryption –  Searching with SOSL –  Sorting in Apex

Searching with SOSL

 'FIND \'' + searchStr1 + '\'  IN ALL FIELDS  RETURNING   Account (Id, Name, type),   Contact (name,email, DLN__c, SSN__c)'

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Sorting with Apex: Wrapper with Comparable Interface

 public class AccountSortable implements Comparable {   public Account acct;   AccountSortable(Account acctParam){   acct = acctParam;   }   public Integer compareTo(Object compareTo){   AccountSortable compareToAcct = (AccountSortable) compareTo;   return acct.Name.compareTo(compareToAcct.acct.Name);   }  }

 //invoked like:  List<AccountSortable> listWithCustomSort = new List<AccountSortable>();  //...fill list with Accounts  listWithCustomSort.sort();

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Searching with SOSL: Handling Descending in Controller  //invoke your sort  listWithCustomSort.sort();

 //  List<AccountSortable> listToReturn = new List<AccountSortable>();  if (order.toLowerCase() == 'desc’) {   for(integer i = resultList.size()-1; i >= 0; i--){   items.add(resultList[i].obj);   }  } else {   listToReturn.addAll(listWithCustomSort);  }  return listToReturn;

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Workflow Field Update

Day__c Month__c Year__c

Birthday__c

Building Apps with Platform Encryption

  SOSL Search

  Sort in Apex

  Workflow/Apex Trigger

  SOSL is not SOQL

  Search First

  Text Data Type Field

  Feature   Considerations

Read the Docs

Plan

Back Up Your Secret

Q & A  Resources:

 Webinar:

 https://developer.salesforce.com/events/webinars/platform_encryption

 DF15 Talk:

 https://youtu.be/u0VxwyzU52w

 Key Lifecycle Video:

 https://youtu.be/LdPC7xT98Hg

Peter Chittum Developer Evangelist @pchittum github.com/pchittum

Thank you