Encrypting Fields Used in Report Filters Removes Filters from Reports
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Encrypting Fields Used in Report Filters Removes Filters from Reports

Activities , Performance , Authentication , Platform Encryption , Winter 17

Last updated 8 days ago ·Reference W-2306686 ·Reported By 68 users

In Review

Encrypting Fields Used in Report Filters Removes Filters from Reports

Encrypted fields cannot be used as a report filter when implementing Platform Encryption on established reports with report filters.

Support has confirmed that once Platform Encryption is enabled, the encrypted report filter fields are automatically removed from the report.

This is expected behavior and can be found here: https://help.salesforce.com/articleView?id=security_pe_overview_fields.htm&language=en_US&type=0

In either case, encrypted fields work normally throughout the Salesforce user interface, business processes, and APIs. (There are some exceptions; for example, encrypted fields can’t be filtered.)

It is recommended that prior to a customer implementing platform encryption, the customer should make sure that they are aware of the fields being used in reports. Once the customer enables Platform Encryption, any encrypted fields that are being used as a report filter will be removed and will no longer work. The customer has two options, the customer can choose to leave the fields un-encrypted or the customer can expect that the encrypted filter fields will be removed from the report filters. Thus, making the customer use non-encrypted fields in their report filters.

In the event that filtered fields are encrypted and removed from the reports, the customer can decrypt the fields and submit a case with support to have a background decrypt job ran on the decrypted fields. Those fields can then be re-added to the report after the fields are decrypted because they will not be automatically added back into the report.

Enable PE and attempt to use an encrypted field as a report filter

Do not use encrypted fields as report filters

Is it Fixed?

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