Topic
Does Nintex Document Generation work with Salesforce Platform Encryption? If so, what are some considerations when using DocGen in this situation?
Instructions
- Document Generation can be used with Salesforce Platform Encryption
- If the user running the DocGen package has access to the unencrypted data, we will fill out the data in the document
- However, for any encrypted data, the data will appear as asterisk (ex: ****)
- "View Encrypted Data" permission is needed on the profile
Related Links
- Shield Platform Encryption Trailhead: https://trailhead.salesforce.com/en/modules/spe_admins