Configuring the data protection policy

Configure the data protection policy in eperi sEcure Platform, so that cases generated from incoming emails are encrypted.

1. Log into the eperi sEcure Admin Console, select the Salesforce tab and configure the data protection policy as follows:

   Table 1. Data protection policy for Email-to-Case

   Object	Field	Encryption method	Tokenizer
   EmailMessage	BccAddress	Tokenization	de.eperi.ca.email
   EmailMessage	CcAddress	Tokenization	de.eperi.ca.email
   EmailMessage	FromAddress	Tokenization	de.eperi.ca.email
   EmailMessage	FromName	Tokenization	String
   EmailMessage	HtmlBody	Encryption	n/a
   EmailMessage	Subject	Encryption or Tokenization	String
   EmailMessage	TextBody	Encryption	n/a
   EmailMessage	ToAddress	Tokenization	de.eperi.ca.email

   Important:

   • The table above contains only those settings that are directly required for the Email-to-Case process. Possibly, further settings are required for the encryption / tokenization of fields of other objects, e.g. the case object.
   • In Salesforce, there are no fields for the ToName, CcName and BccName fields of an email. Therefore, eperi sEcure Platform automatically applies the policy configured for the field EmailMessage.FromName to the fields ToName, CcName and BccName, too.
   • If you have defined a different policy for EmailMessage.Subject and Case.Subject, eperi sEcure Platform will apply – in the context of Email-to-Case – the policy that you defined for EmailMessage.Subject. The reason for this is that Salesforce generates cases from the emails.
2. Go to the Dashboard tab and restart the Salesforce Reverse Proxy.
   Important: In a cluster setup, the proxy must be restarted with Cluster Wide option.