List of Salesforce Shield Customers
San Francisco, 94105, CA,
United States
Since 2010, our global team of researchers has been studying Salesforce Shield customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Salesforce Shield for Governance, Risk and Compliance from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Salesforce Shield for Governance, Risk and Compliance include: Sephora USA, a United States based Retail organisation with 18000 employees and revenues of $6.00 billion, Priority Health, a United States based Insurance organisation with 1600 employees and revenues of $5.80 billion, First Data, a United States based Banking and Financial Services organisation with 22000 employees and revenues of $1.21 billion, Advisor Group, a United States based Banking and Financial Services organisation with 2500 employees and revenues of $1.10 billion, LifeStance Health, a United States based Healthcare organisation with 7269 employees and revenues of $1.06 billion and many others.
Contact us if you need a completed and verified list of companies using Salesforce Shield, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Salesforce Shield customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Advisor Group | Banking and Financial Services | 2500 | $1.1B | United States | Salesforce | Salesforce Shield | Governance, Risk and Compliance | 2016 | n/a |
In 2016, Advisor Group implemented Salesforce Shield alongside Financial Services Cloud to capture advisor client interactions, retain records for fiduciary compliance, and strengthen CRM and compliance processes across its US advisor network. The implementation is categorized under Governance, Risk and Compliance and centered on embedding audit and monitoring controls into the CRM platform.
The deployment of Salesforce Shield included configuration of audit and event telemetry capabilities, with usage aligned to Shield features such as Field Audit Trail and Event Monitoring to maintain detailed activity logs and durable record retention. Implementation work focused on mapping advisor client touchpoints into the CRM, configuring retention policies within Shield, and surfacing audit data for compliance review workflows.
Operational coverage extended across Advisor Group's US advisor network and impacted CRM operations, compliance teams, and supervisory functions responsible for fiduciary oversight. The work centralized compliance evidence inside Financial Services Cloud, enabling compliance personnel to access consolidated audit trails and event histories alongside client and advisor records.
Governance changes included formalizing record retention and review workflows inside the CRM and instrumenting Shield controls to support regulatory readiness. The Salesforce announcement cites Advisor Group's CIO endorsing Salesforce Shield for regulatory readiness, indicating executive level sponsorship for the Compliance and CRM alignment using Salesforce Shield.
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First Data | Banking and Financial Services | 22000 | $1.2B | United States | Salesforce | Salesforce Shield | Governance, Risk and Compliance | 2015 | n/a |
In 2015, First Data implemented Salesforce Shield for Governance, Risk and Compliance to protect payment and merchant data across its CRM and payments operations. Salesforce Shield was used to build trusted, compliant applications that supported First Data's CRM and payments business functions in the United States and globally.
The deployment emphasized Salesforce Shield capabilities including encryption, event monitoring and audit capabilities to meet regulatory requirements, with implementation focused on application-level logging and audit trails across CRM and payments workflows. Operational coverage included US and global merchant processing operations, and governance controls and incident response workflows were adjusted to incorporate Shield-based monitoring, auditing and compliance controls into First Data's operational procedures.
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Genomic Health | Professional Services | 863 | $340M | United States | Salesforce | Salesforce Shield | Governance, Risk and Compliance | 2015 | n/a |
In 2015, Genomic Health implemented Salesforce Shield to protect sensitive genomic and patient data within cloud-based clinical and diagnostic workflows. Salesforce Shield was deployed as part of the company's Governance, Risk and Compliance strategy for healthcare data privacy across the United States and international operations.
The implementation prioritized encryption, field level audit trails and event monitoring, with these controls inferred from the public announcement rather than enumerated in a detailed implementation brief. Configuration work focused on policy driven encryption key controls, granular audit logging and continuous event surveillance consistent with Salesforce Shield capabilities and Governance, Risk and Compliance functional requirements.
Deployment was centered on the Salesforce cloud platform, embedding Salesforce Shield controls into CRM workflows used by clinical operations, data governance and compliance teams. Operational coverage included cloud based clinical and diagnostic processes and compliance workflows supporting HIPAA requirements across US and international jurisdictions.
Governance changes emphasized centralized audit and monitoring workflows to support traceability and incident review, with event monitoring feeding security operations and audit trails supporting compliance reporting. The project documentation notes the focus areas without providing detailed outcomes or cost data, leaving implementation specifics and measured results to internal program records.
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LifeStance Health | Healthcare | 7269 | $1.1B | United States | Salesforce | Salesforce Shield | Governance, Risk and Compliance | 2023 | n/a |
In 2023 LifeStance Health configured Salesforce Shield as part of a broader Salesforce Health Cloud deployment to secure sensitive patient records and support clinical workflows. The implementation positioned Salesforce Shield Governance, Risk and Compliance controls alongside Health Cloud capabilities to address encryption, monitoring, and auditing requirements across multiple healthcare facilities.
The project implemented Salesforce Shield features including field and platform encryption, event monitoring, and audit trail configuration, while Health Cloud was extended with custom objects, process automations, and Flow customizations to improve patient management. Development work included Apex controllers, Lightning web components, custom Lightning components, and OmniStudio artifacts such as OmniScripts, FlexCards, Integration Procedures, and DataRaptors to model clinician contact records and patient interaction processes.
Integration architecture used REST APIs to link Salesforce to Service Desk functionality via ManageEngine, MuleSoft to exchange data with Electronic Health Record systems, and AWS for file retrieval into the Salesforce environment. The technical environment referenced Health Cloud, Salesforce Integrations REST, Vlocity, Copado CI/CD, SFDX, Git repositories, and tooling such as Visual Studio Code and the Salesforce developer console to manage deployments and source control.
Governance and delivery followed SAFe Agile processes with discovery sessions, user story refinement, and planning workshops to align security and compliance requirements to clinical workflows. Release governance incorporated Copado CI/CD pipelines, environment branching strategies, and oversight of offshore development teams to coordinate deployments, maintain metadata hygiene, and enforce auditability within the Salesforce org.
Configured Salesforce Shield provided encryption, monitoring, and auditing of patient data while the Health Cloud and metadata customizations streamlined patient management and improved care coordination across facilities. Data migration to Salesforce Health Cloud and disciplined CI/CD practices were used to secure the transition and maintain compliance with healthcare data handling requirements.
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Ministry of Health (NZ) | Government | 751 | $140M | New Zealand | Salesforce | Salesforce Shield | Governance, Risk and Compliance | 2020 | n/a |
In 2020, the Ministry of Health New Zealand deployed Salesforce Shield as a Governance, Risk and Compliance control layer within a broader Salesforce platform implementation supporting its COVID-19 response. Salesforce Shield was implemented alongside Service Cloud, Experience Cloud, Platform, Sandboxes, and MuleSoft to provide access auditing, field encryption, and event monitoring for sensitive clinical and personal data while enabling rapid application development and configuration management.
The Ministry adapted an existing National Bowel Screening Programme application to create a national contact tracing and testing workflow, using Experience Cloud for a public-facing registration portal and Service Cloud as the case and profile store. Automated workflow rules and case management patterns were implemented to notify patients and healthcare staff of test results, trigger quarantine and isolation workflows, capture contact tracing notes, and route follow up actions, mirroring typical case management and customer management functional flows.
Architecturally the solution is a cloud-centric, multi-product Salesforce stack with MuleSoft providing API-led connectivity to third-party systems, and Sandbox environments used for iterative testing of configurations. Salesforce Shield provided an additional security and governance layer for role based access logging, data visibility controls, and audit trails, enabling a single controlled system to be managed at national scale while supporting regional variation in operational processes.
Operational coverage extended from national program leadership to local health districts and frontline contact tracing teams, with co-designed governance controls and secure data access policies to meet national program requirements. The delivery model ran five concurrent development streams and adopted weekly release cycles to incorporate frontline feedback, and sandboxes were used to experiment with changing fields and processes as new strains, policies, and requirements emerged.
The initial contact tracing system went live in 10 days and continued to receive regular weekly releases, later incorporating border management tools, vaccine distribution fields, and booking and scheduling capabilities. These adaptations and the use of Salesforce Shield as the Governance, Risk and Compliance control helped form the foundation for a broader immunization system and a single end to end service delivery platform that the Ministry uses to manage quarantines, contact tracing, and vaccine distribution while maintaining auditability and data protection.
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Insurance | 1600 | $5.8B | United States | Salesforce | Salesforce Shield | Governance, Risk and Compliance | 2020 | n/a |
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Retail | 18000 | $6.0B | United States | Salesforce | Salesforce Shield | Governance, Risk and Compliance | 2024 | n/a |
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Buyer Intent: Companies Evaluating Salesforce Shield
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