Salesforce Shield Implementation for a Global Investment Bank

About The Company:

Our client is a leading global investment bank and financial services company headquartered in Germany.They embarked on a technology-driven journey to enhance collaboration among their sales team, gain deeper customer insights, and streamline their onboarding processes.

Customer Challenges:

Their vision was to leverage Salesforce as a single CRM platform to drive business growth and efficiency, but they were facing some challenges in this, such as :

  • Lack of Automation and Real-Time Visibility: The bank lacked automated system operations, leading to inefficiencies in its daily processes. Real-time visibility into critical data and operations was missing, making decision-making cumbersome.
  • Fragmented Internal Systems and Applications: The bank needed to integrate Salesforce with its internal systems and applications to enable a cohesive workflow. The absence of these integrations was causing data silos and operational bottlenecks.
  • Data Security and Integrity: Given the sensitive nature of financial services, ensuring data security and integrity was paramount. The bank needed a robust solution to protect customer information and maintain regulatory compliance.


After assessing their internal system, we decided to implement Financial Service Cloud and Salesforce Shield to their data management system.

We did these implementations in the following steps.

  • Implementation of Financial Services Cloud Application: To address the challenge of delivering a superior customer experience and effective communication, we implemented the Salesforce Financial Services Cloud application. This allowed them to streamline their customer relationship management processes, gaining a comprehensive view of client interactions, preferences, and needs.
  • Implementation of Salesforce Shield: To address data security concerns, Salesforce Shield was implemented.

Initially, we acquired the necessary Salesforce Shield Platform Encryption license. We obtained the Customize Application and Manage Encryption Keys permissions to activate Shield Platform Encryption. As administrators, we granted ourselves the View Setup and Configuration permission, which enabled us to access encryption features for fields, files, attachments, and applications. Subsequently, we activated Shield Platform Encryption for the client's organization and tailored the encryption settings. Additionally, we created organization-specific tenant secrets according to specific requirements.

This provided robust encryption for sensitive customer information, ensuring that data remained confidential and protected against unauthorized access.


The whole implementation process was a big success, and the client was able to attain the following results.

  • Operational Efficiency: Automation of system operations and real-time visibility into data improved operational efficiency significantly. The sales team could now make data-driven decisions promptly, leading to quicker responses to customer needs.
  • Streamlined Integrations: Salesforce's integration capabilities allowed the bank to connect Salesforce with its internal systems and applications seamlessly. This eliminated data silos and streamlined workflows, leading to smoother operations.
  • Enhanced Data Security: Salesforce Shield's encryption capabilities ensure the security and integrity of customer data. This not only protected sensitive information but also helped the bank maintain compliance with regulatory requirements.

Technology and Tools Used:

Salesforce Shield, APIs, Managed Packages.

Final Words:

The implementation of Salesforce Shield and Financial Services Cloud played a pivotal role in addressing the challenges faced by the global investment bank. With the help of CloudCache Consulting’s Salesforce Professional resources and their assistance, the bank positioned itself for growth and continued success in the highly competitive financial services industry. For salesforce shield implementation services, contact us today. You can see our client reviews on Fiverr.

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