Setting up the encryption of files uploaded to Salesforce

If necessary, you can additionally configure the eperi sEcure Platform to encrypt files that you upload to your Salesforce org.

About this task

To setup the encryption of files (such as PDF, Word, Excel, PPTX, TXT) uploaded to Salesforce, it is necessary to configure the following fields of the Salesforce object ContentVersion:
  • Title
  • Description
  • VersionData

Procedure

  1. Setup the encryption of the field ContentVersion.Title:
    1. In the eperi sEcure Admin Console, select the Salesforce Tab and click New.
      Figure 1: Salesforce tab - New encryption
      Salesforce tab - New encryption
    2. In the next menu, select from which App the credentials for Salesforce should be used. Then click Next.
      eperi Customer Portal Login
    3. In the next menu, search and pick the object ContentVersion and click Next.
      Figure 2: Select object
      Select object
    4. In the next menu, search and pick the field Title of the object ContentVersion and click Next.
      Figure 3: Select field
      Select field
    5. In the next menu, select the encryption method Tokenization and the Tokenizer String. Then click Finish.
      Figure 4: Select encryption method
      Select encryption method
  2. Setup the encryption of the field ContentVersion.Description:
    1. Click again on New, enter your credentials for Salesforce and click Next.
    2. In the next menu, search and pick the object ContentVersion and click Next.
    3. In the next menu, search and pick the field Description of the object ContentVersion and click Next.
      Figure 5: Select field
      Select field
    4. In the next menu, select the encryption method Tokenization and the Tokenizer String. Then click Finish.
      Figure 6: Select encryption method
      Select encryption method
  3. Setup the encryption of the field ContentVersion.VersionData:
    1. Click again on New, enter your credentials for Salesforce and click Next.
    2. In the next menu, search and pick the object ContentVersion and click Next.
    3. In the next menu, search and pick the field VersionData of the object ContentVersion and click Next.
      Figure 7: Select field
      Select field
    4. In the next menu, select the encryption method Encryption and click Finish.
      Figure 8: Select encryption method
      Select encryption method
  4. Restart the proxy for the settings to take effect:
    1. Select the Dashboard tab.
    2. Select the respective proxy in the list of services and click Restart.
      Figure 9: Dashboard - restart proxy
      Dashboard - restart proxy
      Important: In a cluster setup, the proxy must be restarted with Cluster Wide option.

      Proxy Status - Proxy cannot (re)start

Results

In the Salesforce tab the new settings are displayed in the list of encryption settings. From now on, files uploaded to your Salesforce org are automatically encrypted by the eperi sEcure Platform.
Figure 10: New encryption settings
New encryption settings
Note: The encryption will only be applied to files uploaded after the encryption policy has been set up and the proxy has been restarted. Currently, a maximum file size of 1.5 GB is supported by the eperi sEcure Platform.