Encrypted on the device

The security answer in one page: field data on the phone is held in an encrypted database and governed by Salesforce permission sets.

The story

Chris · Salesforce admin · Head office

The IT security questionnaire has three questions about mobile data: where it's stored, who can access it and what happens offline. Chris answers all three from one page. Data on the device is held in an encrypted database. Access follows the Salesforce permission sets he already manages. Work done offline stays encrypted on the phone until it syncs to the company's own org. The questionnaire is returned in a day instead of a fortnight.

In Salesforce

Chris attaches the summary to the questionnaire.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Setup
FieldKo
FollowEdit
Status
Security and data handling
Owner
Chris
Security Review Answers
QuestionAnswer
Where is field data held?Your Salesforce org
Is device data encrypted?Yes
LoginSalesforce username
Who controls access?Your admin, in Salesforce
Details
Questions answered
3
Time to return
1 day
Access · Separate vendor database
None
  1. Encrypted at restField data on the phone or tablet is held in an encrypted database.
  2. Your permissions, not oursAccess is controlled by Salesforce permission sets and sharing.
  3. Synced to your own orgOffline work uploads to your Salesforce org, not to a separate vendor database.
One visit, itemized

Everything this visit sent back to Salesforce.

Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.

Features in this example
FIELDKOSecurity questionnaireWed 19 Nov

Questions answered3
Time to return1 day
Separate vendor databaseNone

Sent toSalesforce
✓ SYNCED
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Store names, people and figures in these examples are illustrative.

Related reading

Best practiceGPS, attendance and privacy for field teams →

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