Salesforce Shield for Secure Healthcare Compliance
About Client
Our healthcare client focuses on transforming midlife and menopause care through personalized, evidence-based virtual consultations. The company combines clinical expertise with technology to deliver structured assessments, symptom tracking, and data-driven care plans. By prioritizing comprehensive and context-aware healthcare, our client empowers women with clarity, confidence, and clinically guided decision-making.
Industry
Health and Human Services
Products
Salesforce Sales Cloud
Salesforce Experience Cloud
Salesforce Health Cloud
Salesforce Shield license
Challenges
- Standard field history tracking did not provide the long-term audit records needed for compliance and governance.
- Managing data governance and maintaining a complete history of record changes across the Salesforce environment required a more robust security framework.
- Standard Salesforce audit capabilities were insufficient to meet long-term compliance and data retention requirements.
Solutions
- Implemented Salesforce Shield to strengthen data security with Platform Encryption, Event Monitoring, and Field Audit Trail.
- Configured Event Monitoring to track user activities, identify unusual behavior, and improve security visibility.
- Extended audit history with Field Audit Trail to retain historical data changes and simplify compliance reporting.
Results
- Strengthened protection of sensitive business and customer data across the Salesforce environment.
- Improved compliance readiness with comprehensive audit trails and long-term data retention.
- Increased visibility into user activity, enabling faster identification and investigation of potential security risks.
- Reduced compliance and audit efforts through centralized monitoring and automated tracking of data changes.
