--- title: "Salesforce Shield: How to Maximize Your Financial Services Company’s Investment - Salesforce Ops - Arovy" description: "Learn how Salesforce Shield enhances Salesforce data governance and compliance in the financial services industry, with strategic insights for maximizing its benefits. - Category: Salesforce Ops - Arovy" image: https://www.arovy.com/hubfs/hero%20image%20-%20Salesforce%20Shield%20How%20to%20Maximize%20Your%20Financial%20Services%20Company%E2%80%99s%20Investment.png --- [![arovy-logo-dark](https://www.arovy.com/hubfs/arovy-logo-dark.png)](https://www.arovy.com/) - Product - Solutions - Resources - Company - [Contact](https://www.arovy.com/contact) [Login](https://app.seesonar.com/?_ga=2.107586177.2061971783.1595815103-1960554115.1586437671) Book Demo - Product [![Data Dictionary](https://www.arovy.com/hubfs/Facebook%20Icon%20(8).webp) Data Dictionary AI-Powered Salesforce Data Documentation](https://www.arovy.com/data-dictionary)[![Impact Analysis and Dependency Mapping](https://www.arovy.com/hubfs/Impact%20Analysis%20and%20Dependency%20Mapping.png) Impact Analysis and Dependency Mapping Seamless visibility into all references across your organization.](https://www.arovy.com/impact-analysis-dependency-mapping)[![Change Tracking & Enhanced Audit Trail](https://www.arovy.com/hubfs/Facebook%20Icon%20(7).webp) Change Tracking & Enhanced Audit Trail Use a timeline view to track changes made across teams.](https://www.arovy.com/change-tracking-enhanced-audit-trail)[![Data Classification](https://www.arovy.com/hubfs/Facebook%20Icon%20(9).webp) Data Classification Ensure compliance with capture for every field added.](https://www.arovy.com/data-classification)[![Application Security Monitoring](https://www.arovy.com/hubfs/Facebook%20Icon%20(10).webp) Application Security Monitoring Keep a pulse on every integration and user.](https://www.arovy.com/application-security-monitoring)[![API Monitoring & System Uptime](https://www.arovy.com/hubfs/Facebook%20Icon%20(11).webp) API Monitoring & System Uptime Seamlessly detect every integration outage.](https://www.arovy.com/api-monitoring-system-uptime)[![Threat Detection & Risk Mitigation ](https://www.arovy.com/hubfs/Facebook%20Icon%20(12).webp) Threat Detection & Risk Mitigation Visual threat-detection and suggested action plans.](https://www.arovy.com/threat-detection-risk-mitigation) - Solutions [![Target Icon-1](https://www.arovy.com/hubfs/Target%20Icon-1.webp) Scope Salesforce Projects Confidently Understand impacts across Salesforce and your integrated tech stack.](https://www.arovy.com/solutions/scope-sfdc-projects/)[![Data Base Icon](https://www.arovy.com/hubfs/Data%20Base%20Icon.webp) Eliminate Tech Debt with AI Insights into every piece of data and configuration.](https://www.arovy.com/solutions/eliminate-tech-debt)[![Map point icons](https://www.arovy.com/hubfs/Map%20point%20icons.webp) Monitor Setup Audit Trail Automated access audits with Arovy.](https://www.arovy.com/solutions/monitor-setup-audit-trail)[![Shine Icon](https://www.arovy.com/hubfs/Shine%20Icon.webp) Reduce Agentforce Risk with AI Ensure the accuracy and usefulness of AI models.](https://www.arovy.com/solutions/reduce-agentforce-risk-with-ai)[![User Icon](https://www.arovy.com/hubfs/User%20Icon.webp) Automate User Profile Management Protect data and stay compliant with user access policies.](https://www.arovy.com/solutions/automate-user-profile-management)[![Shield Icon](https://www.arovy.com/hubfs/Shield%20Icon.webp) Optimize Shield Implementation Visualize Salesforce activity to spot anomalies and prevent leaks.](https://www.arovy.com/solutions/salesforce-shield)[![Process Icon](https://www.arovy.com/hubfs/Process%20Icon.webp) Visualize Connected Apps Get real-time visibility into apps accessing your Salesforce data.](https://www.arovy.com/solutions/visualize-connected-apps-to-reduce-integration-risk)[![icon](https://www.arovy.com/hubfs/Danger%20Icon-1.png) Stop Salesforce Phishing Attacks Block unauthorized Salesforce integrations without disrupting your business.](https://www.arovy.com/stop-salesforce-phishing-attacks) - Resources [![Arovy Icon](https://www.arovy.com/hubfs/Arovy%20Icon.webp) Blog Read the Arovy Blog](https://www.arovy.com/resources/blog) [![Arovy Icon](https://www.arovy.com/hubfs/Arovy%20Icon.webp) Webinars Watch the Latest Webinar](https://www.arovy.com/resources/webinars) Follow Us [![LinkedIn Icon](https://www.arovy.com/hubfs/LinkedIn%20Icon.svg)](https://www.linkedin.com/company/sonarsoftware.com?__hstc=24482917.e5b55d6fa1b1ae884b668cdcd6e03155.1745874937734.1746634187535.1746643628231.21&__hssc=24482917.1.1746643628231&__hsfp=3161940081) [![YouTube Icon](https://www.arovy.com/hubfs/YouTube%20Icon.svg)](https://www.youtube.com/channel/UCQwhXnb9tcw07SK78qnxiJw) Latest Resources - [![Webinar: Salesforce Data Dictionary: Build It Yourself or Automate It?](https://www.arovy.com/hs-fs/hubfs/Webinar_3%20Speakers%20(2)-2.jpg?width=960&name=Webinar_3%20Speakers%20(2)-2.jpg) Webinar: Salesforce Data Dictionary: Build It Yourself or Automate It? Join Arovy to learn how to build and maintain a Salesforce data dictionary, where LLMs can help, and when an automated approach makes more sense.](https://www.arovy.com/resources/webinars/webinar-salesforce-data-dictionary-build-it-yourself-or-automate-it) - [![Webinar: Top 3 Signs You Need a Modern Salesforce Data Dictionary](https://www.arovy.com/hs-fs/hubfs/Top%203%20Signs%20data%20dictionary%20webinar-1.webp?width=960&name=Top%203%20Signs%20data%20dictionary%20webinar-1.webp) Webinar: Top 3 Signs You Need a Modern Salesforce Data Dictionary Join BambooHR and Arovy to learn the top 3 signs your team needs a modern Salesforce data dictionary to improve visibility, reduce risk, and support AI initiatives.](https://www.arovy.com/resources/webinars/top-3-signs-you-need-a-modern-salesforce-data-dictionary) - Company [![Arovy Icon](https://www.arovy.com/hubfs/Arovy%20Icon.svg) Company Page Learn about Arovy.](https://www.arovy.com/company) [![Security/Compliance Icon](https://www.arovy.com/hubfs/Facebook%20Icon%20(13).webp) Security/Compliance A foundation of trust for every customer.](https://www.arovy.com/trust-center) [![Community Icon](https://www.arovy.com/hubfs/Cal.webp) Community Join the WizOps Community.](https://wizops.org/?__hstc=24482917.e5b55d6fa1b1ae884b668cdcd6e03155.1745874937734.1747330601180.1747335269272.48&__hssc=24482917.6.1747335269272&__hsfp=3161940081) Recent Resources - [![Sonar is now Arovy! New Name. Bigger Mission. Same Commitment.](https://www.arovy.com/hs-fs/hubfs/arovy%20blog.webp?width=960&name=arovy%20blog.webp) Sonar is now Arovy! New Name. Bigger Mission. Same Commitment. Sonar is now Arovy. We've expanded our mission, helping Salesforce teams govern data, cut tech debt & reduce risk — while keeping the same trusted commitment.](https://www.arovy.com/resources/blog/sonar-is-now-arovy) - [![The Power of a Data Dictionary in the Agentforce Era](https://www.arovy.com/hs-fs/hubfs/The%20Power%20of%20a%20Data%20Dictionary%20in%20the%20Agentforce%20Era-2.webp?width=960&name=The%20Power%20of%20a%20Data%20Dictionary%20in%20the%20Agentforce%20Era-2.webp) The Power of a Data Dictionary in the Agentforce Era Discover why a real-time data dictionary is essential for Salesforce teams in the Agentforce era. Prevent AI risks, ensure compliance, and optimize data governance.](https://www.arovy.com/resources/blog/the-power-of-a-data-dictionary-in-the-agentforce-era) - [Contact](https://www.arovy.com/contact) - [Login](https://app.seesonar.com/?_ga=2.107586177.2061971783.1595815103-1960554115.1586437671) Product Features [![Data Dictionary](https://www.arovy.com/hubfs/Facebook%20Icon%20(8).webp) Data Dictionary AI-Powered Salesforce Data Documentation](https://www.arovy.com/data-dictionary)[![Impact Analysis and Dependency Mapping](https://www.arovy.com/hubfs/Impact%20Analysis%20and%20Dependency%20Mapping.png) Impact Analysis and Dependency Mapping Seamless visibility into all references across your organization.](https://www.arovy.com/impact-analysis-dependency-mapping)[![Change Tracking & Enhanced Audit Trail](https://www.arovy.com/hubfs/Facebook%20Icon%20(7).webp) Change Tracking & Enhanced Audit Trail Use a timeline view to track changes made across teams.](https://www.arovy.com/change-tracking-enhanced-audit-trail)[![Data Classification](https://www.arovy.com/hubfs/Facebook%20Icon%20(9).webp) Data Classification Ensure compliance with capture for every field added.](https://www.arovy.com/data-classification)[![Application Security Monitoring](https://www.arovy.com/hubfs/Facebook%20Icon%20(10).webp) Application Security Monitoring Keep a pulse on every integration and user.](https://www.arovy.com/application-security-monitoring)[![API Monitoring & System Uptime](https://www.arovy.com/hubfs/Facebook%20Icon%20(11).webp) API Monitoring & System Uptime Seamlessly detect every integration outage.](https://www.arovy.com/api-monitoring-system-uptime)[![Threat Detection & Risk Mitigation ](https://www.arovy.com/hubfs/Facebook%20Icon%20(12).webp) Threat Detection & Risk Mitigation Visual threat-detection and suggested action plans.](https://www.arovy.com/threat-detection-risk-mitigation) We Help You [![Target Icon-1](https://www.arovy.com/hubfs/Target%20Icon-1.webp) Scope Salesforce Projects Confidently Understand impacts across Salesforce and your integrated tech stack.](https://www.arovy.com/solutions/scope-sfdc-projects/)[![Data Base Icon](https://www.arovy.com/hubfs/Data%20Base%20Icon.webp) Eliminate Tech Debt with AI Insights into every piece of data and configuration.](https://www.arovy.com/solutions/eliminate-tech-debt)[![Map point icons](https://www.arovy.com/hubfs/Map%20point%20icons.webp) Monitor Setup Audit Trail Automated access audits with Arovy.](https://www.arovy.com/solutions/monitor-setup-audit-trail)[![Shine Icon](https://www.arovy.com/hubfs/Shine%20Icon.webp) Reduce Agentforce Risk with AI Ensure the accuracy and usefulness of AI models.](https://www.arovy.com/solutions/reduce-agentforce-risk-with-ai)[![User Icon](https://www.arovy.com/hubfs/User%20Icon.webp) Automate User Profile Management Protect data and stay compliant with user access policies.](https://www.arovy.com/solutions/automate-user-profile-management)[![Shield Icon](https://www.arovy.com/hubfs/Shield%20Icon.webp) Optimize Shield Implementation Visualize Salesforce activity to spot anomalies and prevent leaks.](https://www.arovy.com/solutions/salesforce-shield)[![Process Icon](https://www.arovy.com/hubfs/Process%20Icon.webp) Visualize Connected Apps Get real-time visibility into apps accessing your Salesforce data.](https://www.arovy.com/solutions/visualize-connected-apps-to-reduce-integration-risk)[![icon](https://www.arovy.com/hubfs/Danger%20Icon-1.png) Stop Salesforce Phishing Attacks Block unauthorized Salesforce integrations without disrupting your business.](https://www.arovy.com/stop-salesforce-phishing-attacks) More From Arovy [![Arovy Icon](https://www.arovy.com/hubfs/Arovy%20Icon.webp) Blog Read the Arovy Blog](https://www.arovy.com/resources/blog) [![Arovy Icon](https://www.arovy.com/hubfs/Arovy%20Icon.webp) Webinars Watch the Latest Webinar](https://www.arovy.com/resources/webinars) Follow Us [![LinkedIn Icon](https://www.arovy.com/hubfs/LinkedIn%20Icon.svg)](https://www.linkedin.com/company/sonarsoftware.com?__hstc=24482917.e5b55d6fa1b1ae884b668cdcd6e03155.1745874937734.1746634187535.1746643628231.21&__hssc=24482917.1.1746643628231&__hsfp=3161940081) [![YouTube Icon](https://www.arovy.com/hubfs/YouTube%20Icon.svg)](https://www.youtube.com/channel/UCQwhXnb9tcw07SK78qnxiJw) Latest Resources - [![Webinar: Salesforce Data Dictionary: Build It Yourself or Automate It?](https://www.arovy.com/hs-fs/hubfs/Webinar_3%20Speakers%20(2)-2.jpg?width=960&name=Webinar_3%20Speakers%20(2)-2.jpg) Webinar: Salesforce Data Dictionary: Build It Yourself or Automate It? Join Arovy to learn how to build and maintain a Salesforce data dictionary, where LLMs can help, and when an automated approach makes more sense.](https://www.arovy.com/resources/webinars/webinar-salesforce-data-dictionary-build-it-yourself-or-automate-it) - [![Webinar: Top 3 Signs You Need a Modern Salesforce Data Dictionary](https://www.arovy.com/hs-fs/hubfs/Top%203%20Signs%20data%20dictionary%20webinar-1.webp?width=960&name=Top%203%20Signs%20data%20dictionary%20webinar-1.webp) Webinar: Top 3 Signs You Need a Modern Salesforce Data Dictionary Join BambooHR and Arovy to learn the top 3 signs your team needs a modern Salesforce data dictionary to improve visibility, reduce risk, and support AI initiatives.](https://www.arovy.com/resources/webinars/top-3-signs-you-need-a-modern-salesforce-data-dictionary) Book a Demo [Help & Support](https://sonarsoftware.zendesk.com/hc/en-us/) [Get in Touch](https://www.arovy.com/contact) More From Arovy [![Arovy Icon](https://www.arovy.com/hubfs/Arovy%20Icon.svg) Company Page Learn about Arovy.](https://www.arovy.com/company) [![Security/Compliance Icon](https://www.arovy.com/hubfs/Facebook%20Icon%20(13).webp) Security/Compliance A foundation of trust for every customer.](https://www.arovy.com/trust-center) [![Community Icon](https://www.arovy.com/hubfs/Cal.webp) Community Join the WizOps Community.](https://wizops.org/?__hstc=24482917.e5b55d6fa1b1ae884b668cdcd6e03155.1745874937734.1747330601180.1747335269272.48&__hssc=24482917.6.1747335269272&__hsfp=3161940081) Recent Resources - [![Sonar is now Arovy! New Name. Bigger Mission. Same Commitment.](https://www.arovy.com/hs-fs/hubfs/arovy%20blog.webp?width=960&name=arovy%20blog.webp) Sonar is now Arovy! New Name. Bigger Mission. Same Commitment. Sonar is now Arovy. We've expanded our mission, helping Salesforce teams govern data, cut tech debt & reduce risk — while keeping the same trusted commitment.](https://www.arovy.com/resources/blog/sonar-is-now-arovy) - [![The Power of a Data Dictionary in the Agentforce Era](https://www.arovy.com/hs-fs/hubfs/The%20Power%20of%20a%20Data%20Dictionary%20in%20the%20Agentforce%20Era-2.webp?width=960&name=The%20Power%20of%20a%20Data%20Dictionary%20in%20the%20Agentforce%20Era-2.webp) The Power of a Data Dictionary in the Agentforce Era Discover why a real-time data dictionary is essential for Salesforce teams in the Agentforce era. Prevent AI risks, ensure compliance, and optimize data governance.](https://www.arovy.com/resources/blog/the-power-of-a-data-dictionary-in-the-agentforce-era) [All Posts](https://www.arovy.com/resources) [Salesforce Ops](https://www.arovy.com/resources/blog/tag/salesforce-ops) 11 MIN READ # Salesforce Shield: How to Maximize Your Financial Services Company’s Investment ![Salesforce Shield: How to Maximize Your Financial Services Company’s Investment](https://www.arovy.com/hubfs/hero%20image%20-%20Salesforce%20Shield%20How%20to%20Maximize%20Your%20Financial%20Services%20Company%E2%80%99s%20Investment.png) Link copied to clipboard! Did you know that [70% of corporate boards](https://www.forbes.com/sites/bernardmarr/2023/10/11/the-10-biggest-cyber-security-trends-in-2024-everyone-must-be-ready-for-now/?sh=445117b95f13) will integrate expertise in cybersecurity by 2026? Because if the spotlight wasn’t on data governance and security before for Chief Information Security Officers (CISOs), it certainly is now with this addition of this heightened scrutiny and amplified oversight. But this oversight isn’t completely unwarranted… especially within the financial services sector. In 2023 alone there were [521](https://www.comparitech.com/blog/vpn-privacy/financial-data-breaches/#:~:text=Records%20affected%20increased%20from%2024.9,January%202018%20to%20September%202023) financial data breaches with over 43,596,136 records being impacted as a result. For financial services governance leaders trying to navigate the regulatory landscape moving forward, embracing Salesforce Shield is without a doubt a compelling investment.  This cutting-edge tool offers an array of privacy features, working not only to mitigate risks but also bolster compliance efforts. In this guide, we’ll equip you with insights to maximize your Salesforce Shield investment, steering your org toward fortified security and regulatory adherence.  ## How Can Salesforce Shield Help Financial Services Companies Financial companies face unique challenges in maintaining compliance while safeguarding sensitive information. From stringent navigating regulatory requirements and managing vast amounts of data across critical business systems to trying to strike a balance between security with accessibility– financial service CISO’s have their hands full. When it comes to protecting the heart and soul of your GTM teams, [Salesforce Shield serves as an invaluable asset](https://www.arovy.com/resources/when-why-consider-salesforce-shield/) for protecting CRM data. Shield offers tailored solutions designed to specifically address the regulatory demands and confidentiality requirements in the financial sector with features like: - Platform encryption - Event monitoring - Field Audit Trail - Data mask - Health check - Customizable policies and permissions With a little help from each of these advanced features, Salesforce Shield plays a pivotal role in assisting financial services companies mitigate their top compliance challenges such as: ### 1. Ensuring data protection and privacy Salesforce Shield provides encryption for sensitive data, crucial for complying with various data protection and privacy laws and regulations. ### 2. Maintaining audit trails for transparency and accountability It offers [comprehensive audit trails](https://www.arovy.com/resources/salesforce-audit-trail/) , enabling financial services companies to meet regulatory requirements for detailed record-keeping and reporting. ### 3. Monitoring user access and activities for compliance The Event Monitoring feature tracks user activities within Salesforce, aiding in compliance with regulations that mandate the monitoring of data access and usage. This coupled with [observability and monitoring tools](https://www.arovy.com/resources/observability-vs-monitoring-whats-the-difference-and-why-revenue-systems-teams-should-be-paying-attention/) will help mitigate risk of integration breaks and allow leadership to make data-driven decisions with confidence. ### 4. Implementing robust data governance and access controls Salesforce Shield allows for customizable security settings and permissions, ensuring that access to sensitive data is in line with industry-specific compliance standards. ### 5. Securing data in development and testing environments With Data Mask, Salesforce Shield ensures that sensitive data is protected even in non-production environments, maintaining compliance across all stages of software development. ### 6. Adhering to a range of regulatory compliance requirements The tool supports compliance with various financial regulations, providing features that adapt to diverse compliance needs in the financial services sector. ### 7. Aligning security configurations with industry best practices The Health Check feature in Salesforce Shield helps in evaluating and improving security settings to align with both regulatory requirements and best practices in data security. ## Cost of Salesforce Shield While Salesforce Shield sounds like a great asset for your RevOps teams to implement to ensure compliance… What you really want to know is, what’s the price tag associated with it? The answer really depends on your organization's unique needs. Salesforce Shield pricing depends on several factors, including the specific Salesforce products being used, the scale of the deployment, and the overall contractual agreement with Salesforce. Here are some general points about its pricing structure:  ### 1. Licensing costs Salesforce Shield is available as an add-on at a price calculated as a percentage of the customer’s overall Salesforce product spend. For most, this percentage is typically [30%](https://upperedge.com/salesforce/salesforce-shield-the-security-add-on-with-significant-cost-implications/) of their total Salesforce spend for the associated products listed in the order form. The exact cost depends on the Salesforce base products (like Sales Cloud, Service Cloud, or other platforms) and the scale of their use. ### 2. Implementation costs: After purchasing Salesforce Shield, one of the common hurdles faced by many orgs revolves around implementation, which in itself, accrues multiple costs including: - **Customization:** While businesses gain access to pre-built dashboards upon purchase, adapting them to specific business requirements demands customization. The complexity arises from the disconnect between the ops team responsible for customization and those responsible for overseeing data governance and compliance. This disjointed process often leads to reliance on communication between different departments, which can often be easier said than done. [Implementing a RevOps function](https://www.linkedin.com/posts/sonarsoftware.com_revops-the-secret-weapon-to-c-suite-success-activity-7058832448511467520-bQDY) to oversee and maintain this is necessary. - **Lack of real-time notifications:** This also presents challenges for teams, leading to a reactive monitoring approach rather than proactive alerts. Additionally, the absence of automated notifications within Salesforce means that stakeholders such as the CISO, who may not regularly engage with the platform, are at risk of overlooking and under utilizing Shield’s capabilities. It’s important for the CISO to build a collaborative relationship with RevOps to build and maintain a successful [Salesforce data governance strategy.](https://www.arovy.com/resources/how-revops-infosec-can-collaborate-to-ensure-salesforce-data-governance/)Additionally, an investment in [change management software coupled with Shields audit trail feature](https://www.arovy.com/change-tracking-enhancement-audit-trail) is helpful to send your team daily email or slack alerts regarding Salesforce changes to mitigate risk. - **Integration with existing systems**: [Ensuring a smooth integration](https://www.arovy.com/resources/the-ultimate-guide-to-salesforce-integrations-for-revops/) without disrupting current workflows and processes requires a great deal of meticulous planning and smooth execution. If done incorrectly, your organization is at risk for a multitude of issues ranging from poor data quality to broken workflows between platforms. ### 3. Compliance costs Additionally, compliance and legal considerations have to be taken into account. Addressing regulatory requirements and ensuring Shield aligns with legal standards can be time-consuming and intricate. Ongoing maintenance and updates are also vital, but require dedicated resources and attention which may not be readily available. ### 4. Maintenance and training costs Salesforce Shield often presents challenges due to the sheer amount of technical complexity. It demands a deep comprehension of its advanced features, and can pose challenges for orgs without dedicated resources and an intricate technical knowledge. Therefore, a technical admin or even a consultant is required for installation and ongoing maintenance. Additionally, on-going costs such as training and user adoption stand as critical components to use Shield to its greatest potential.  ### 5. Data usage and storage costs: High data volumes, especially for features like Field Audit Trail and Event Monitoring, can lead to increased storage costs. And for financial service companies managing large volumes of encrypted data, you might require more storage space and potentially increased costs. ### 6. Opportunity costs Time spent in implementation and training could be considered an indirect cost, as it diverts resources from other activities. While Shield is an incredibly powerful and effective tool, the cost implications have to be weighed based on the size of your org specifically. For smaller companies, it may not be within a more limited budget.  ## Cost of NOT Having Salesforce Shield As with anything, there are two sides to every argument. While the initial cost and implementation of Shield might seem significant, the absence of it could translate into significant financial and reputational costs for Orgs.  The list of “what ifs” aren’t meant to scare or intimidate you - but it’s important to fully understand the potential pitfalls without this tool in place. The absence of Salesforce Shield could put you at risk for [poor Salesforce data security](https://www.arovy.com/resources/the-true-cost-of-poor-salesforce-data-security/) – exposing you to a spectrum of severe financial consequences including:  ### 1. Data breaches A leading concern, data breaches could lead to staggering financial impacts associated with breach notifications, investigations, and potential lawsuits.  ### 2. Regulatory non-compliance fines Regulatory non-compliance fines present another considerable risk. Without Shield’s compliance features in place, orgs might face hefty penalties for failing to adhere to data protection regulations. ### 3. Reputational damage Reputational damage resulting from a breach or non-compliance issue can be immeasurable. The loss of customer trust results in a loss of business, which has lasting financial implications. Rebuilding trust and restoring reputation requires a substantial amount of effort and time, and is overall very tough to bounce back from.  ### 4. Risk of intellectual property loss Additionally, the lack of security measures in place raises the risk of intellectual property loss, exposing valuable company assets to potential theft or compromise. Legal costs and litigations further escalate the financial burden, with expenses associated with potential lawsuits, settlements, and regulatory investigations. The absence of Sheild’s protective measures has the potential to lead to increased insurance premiums and heightened audit and compliance expenses as well.  ## Justifying If the Cost Outweighs the Risk Now that we’ve covered both sides of the argument, now comes the hard part– determining if the cost outweighs the risk for your financial services company.  For starters, it’s important to acknowledge that companies have faced closure and ceased operations completely due to breaches. Because of the severity of this consequence, it’s our professional opinion to avoid taking such a risk.  However, justifying the cost of Salesforce Shield against potential risks requires a thorough evaluation of various factors to your org’s unique requirements and risks. To facilitate this assessment, take time to perform a comprehensive analysis to determine whether the implementation of Salesforce Shield is a necessary measure for ensuring your company’s continued success.  Here’s a structured approach to make this assessment:  ### 1. Risk assessment Take the time to identify and categorize potential risks related to data breaches, compliance gaps, operational disruptions, and financial repercussions. This assessment also considers the likelihood of these risks occurring and their potential severity.  ### 2. Cost-benefit analysis Weigh the anticipated costs of acquiring, implementing, and maintaining this security solution against the expected benefits. This analysis evaluates the potential value derived from improved data security, compliance adherence, streamlined operations, and the overall company impact.  ### 3. Consider alternative solutions It’s crucial for companies to explore all options when considering a Salesforce Shield investment to ensure they make an informed decision that aligns with specific needs and budget constraints. This step in the eval helps in understanding if there are comparable or more cost-effective solutions available.  ### 4. Review industry benchmarks and best practices Understanding industry benchmarks provides a yardstick for evaluating the effectiveness and necessity of Salesforce Shield in comparison to what similar orgs are implementing. Examining best practices allows teams to learn from successful strategies employed by others, and helps identify gaps or areas for improvement.  ### 5. Assess the value By assessing its value, orgs can gauge the impact of Shield on their overall security efforts, regulatory compliance, potential cost savings, improved data management, and overall ROI.  This step in the assessment process helps in evaluating whether the features and functionalities of Salesforce Shield align with the company’s priorities and whether the investment will yield sufficient value to justify the associated costs.  ### 6. Consult with stakeholders The final step in the process is to assess the suitability of Salesforce Shield with stakeholders to gather insights, perspectives, and concerns. Engaging IT teams, security experts, compliance officers, and business leaders helps in getting a better understanding of their specific needs, priorities, and expectations regarding data security and compliance.  ## Conclusion: We know, it’s a lot to unpack. Maximizing Salesforce Shield’s investment for any financial service org requires weighing the cost of Salesforce Shield versus the cost of not having it in your tool belt.  Understanding whether or not Shield makes sense for your org specifically requires a thorough investment, aligning the investment with overall goals to enhance data security, ensure compliance, and mitigate risks.  Another way to minimize business risk is [Arovy’s Data Dictionary.](https://www.arovy.com/data-dictionary) With Arovy, you can seamlessly align with your RevOps team to build a strong Salsforce data governance framework and ensure compliance of CRM data across your entire GTM team. Compliance starts within the culture. Give your team the tools that make it simple–  [Try Arovy 100% free today.](https://www.arovy.com/data-dictionary) .  ## FAQs ### 1. What is Salesforce Shield? Salesforce Shield is a trio of security tools that helps you build extra levels of trust, compliance, and governance right into your business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.  ### 2. How much does Salesforce Shield cost? Salesforce Shield is 30% of your total Salesforce investment. [Click here](https://www.salesforce.com/editions-pricing/platform/shield/) for more detail.  ### 3. How to check if Salesforce Shield is enabled? Once you login to Salesforce, navigate to the Encryption Policy page to verify the status of Salesforce Shield for your account. If it’s enabled, you’ll see the following message: Salesforce Shield is enabled for your organization. ### 4. How do Opportunity objects work in Salesforce for financial services? The Opportunities object allows teams to track details about deals in progress, what accounts they are associated with, relevant contacts, and the amount of the prospective sale.  ### 5. How to get lighting for Salesforce financial services cloud? To access, start by logging in and click your profile icon and choose “Switch to Lightning Experience”. Then, you’ll be able to locate the Financial Services Cloud in the Lightning Experience through the App Launcher. ## Related Posts Explore our recent articles. ![](https://www.arovy.com/hubfs/Imported_Blog_Media/G2-Landing-Page-5-scaled-2.jpg) ### shOPS Talk Recap: The Rise of ISVs & the Salesforce Tech Ecosystem Ben McCarthy, Founder at Salesforce Ben, joined us to for an in-depth look into the growth of ISVs... General ![](https://www.arovy.com/hubfs/Imported_Blog_Media/priscilla-du-preez-XkKCui44iM0-unsplash-scaled-2.jpg) ### Got Questions About Your Ops Career? Check Out this Q&A with Salesforce Ben. Salesforce Ben explains the key skills demanded for a career in Salesforce and Ops, and the easiest... General ![Footer background gradient](https://www.arovy.com/hubfs/raw_assets/public/Sonar%202025/images/footer/background--footer-new.png) ![Footer background gradient](https://www.arovy.com/hubfs/raw_assets/public/Sonar%202025/images/footer/background--footer-new__mobile-min.png) ![arovy-logo-blue](https://www.arovy.com/hubfs/arovy-logo-blue.png) The Modern Salesforce Data Governance Platform for AI Success free trial book demo Product Features [Impact Analysis & Dependency Mapping](https://www.arovy.com/impact-analysis-dependency-mapping)[Change Tracking & Enhanced Audit Trail](https://www.arovy.com/change-tracking-enhanced-audit-trail)[Data Dictionary](https://www.arovy.com/data-dictionary)[Data Classification](https://www.arovy.com/data-classification)[Application Security Monitoring](https://www.arovy.com/application-security-monitoring)[API Monitoring & System Uptime](https://www.arovy.com/api-monitoring-system-uptime)[Threat Detection & Risk Mitigation](https://www.arovy.com/threat-detection-risk-mitigation)[See All Features](https://www.arovy.com/product) Solutions [Scope Salesforce Projects Confidently](https://www.arovy.com/solutions/scope-sfdc-projects/)[Eliminate Tech Debt with AI](https://www.arovy.com/solutions/eliminate-tech-debt)[Monitor Setup Audit Trail](https://www.arovy.com/solutions/monitor-setup-audit-trail)[Reduce Agentforce Risk with AI](https://www.arovy.com/solutions/reduce-agentforce-risk-with-ai)[Automate User Profile Management](https://www.arovy.com/solutions/automate-user-profile-management)[Optimize Shield Implementation](https://www.arovy.com/solutions/salesforce-shield)[Visualize Connected Apps](https://www.arovy.com/solutions/visualize-connected-apps-to-reduce-integration-risk)[Stop Salesforce Phishing Attacks](https://www.arovy.com/stop-salesforce-phishing-attacks) Resources [Blog](https://www.arovy.com/resources/blog)[Webinars](https://www.arovy.com/resources/webinars) Company [Company Page](https://www.arovy.com/company)[Trust Center](https://www.arovy.com/trust-center)[WizOps Community](https://wizops.org/) Social [YouTube](https://www.youtube.com/channel/UCQwhXnb9tcw07SK78qnxiJw)[LinkedIn](https://www.linkedin.com/company/sonarsoftware.com?__hstc=24482917.e5b55d6fa1b1ae884b668cdcd6e03155.1745874937734.1746634187535.1746643628231.21&__hssc=24482917.1.1746643628231&__hsfp=3161940081) Contact [Book a Demo](https://www.arovy.com/request-demo)[Help & Support](https://sonarsoftware.zendesk.com/hc/en-us/)[Get in Touch](https://www.arovy.com/contact) © 2026 Arovy All rights reserved. | [Privacy Policy](https://www.arovy.com/privacy-policy) - [Terms of Service](https://www.arovy.com/terms-of-service) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Admin", "url" : "https://www.arovy.com/resources/blog/author/admin" }, "dateModified" : "2025-06-19T18:25:28.108Z", "datePublished" : "2024-01-03T05:00:00.000Z", "headline" : "Salesforce Shield: How to Maximize Your Financial Services Company’s Investment", "image" : [ "https://www.arovy.com/hubfs/hero%20image%20-%20Salesforce%20Shield%20How%20to%20Maximize%20Your%20Financial%20Services%20Company%E2%80%99s%20Investment.png" ], "mainEntityOfPage" : { "@id" : "https://www.arovy.com/resources/blog/salesforce-shield-how-to-maximize-your-financial-services-companys-investment", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.arovy.com/hubfs/logo%20arovy400x400.svg" }, "name" : "Arovy" } } ```