SECURING SENSITIVE EMPLOYEE HEALTH DATA
OVERVIEW
A large West Coast employer needed to securely manage highly sensitive employee health information as part of its HR operations. Because employee wellness and leave policies vary by region, the system also had to accommodate complex compliance requirements across CCPA, HIPAA, GDPR, and evolving state-level regulations. With Salesforce already in widespread use, the client’s goal was to extend the platform to meet stringent internal security certifications rather than introduce an entirely new system.
THE CHALLENGE
Storing and processing employee health data requires strict safeguards against misuse and unauthorized access. Out-of-the-box Salesforce security features were not sufficient to meet the organization’s internal compliance requirements. The client needed a way to apply advanced encryption, restrict reporting and list view capabilities, and prevent bulk extraction of sensitive records—all while ensuring long-term auditability for regulatory compliance.
OUR SOLUTION
Fiduciary Tech enhanced Salesforce Service Cloud with Salesforce Shield to achieve the required level of protection. Shield Platform Encryption was applied to standard and custom fields, attachments, and files to secure data at rest. To prevent misuse, reporting was disabled for these records, list views were restricted, and automated monitoring was introduced to block attempts to access more than 10 records within five minutes. Enhanced Field Audit Trail extended record history retention from the standard 24 months to 10 years, providing a durable compliance framework.
KEY FEATURES
• Shield Platform Encryption applied to fields, files, and attachments
• Probabilistic encryption for maximum data security
• Disabled reporting and restricted list views to prevent bulk data access and reduce misuse risk
• Automated monitoring to block high-volume record access
• Extended audit trail for up to 10 years of record history
GLOBAL IMPACT/RESULTS
• Ensured compliance with HIPAA, CCPA, GDPR, and regional labor regulations
• Provided HR teams with a secure, auditable system to manage employee health records
• Established a scalable security framework adaptable to future regulations
TECHNOLOGIES & SERVICES
Salesforce Service Cloud — HR case management foundation
Salesforce Shield — encryption, event monitoring, and audit trail
CONCLUSION
By augmenting Salesforce with advanced encryption and customized access controls, Fiduciary Tech enabled a large enterprise to securely manage sensitive employee health information. The solution reduced compliance risk, protected employee privacy, and positioned the organization to adapt as global and regional data regulations continue to evolve.