Eigen X Case Study - National Philanthropic Trust (Shield Project)

Client Overview

Location: Philadelphia, PA, USA

Employees: 201-500

Industry: Education Management

Solution: Sales Cloud, Service Cloud, Community Cloud, Box.com, Conga Composer

Go-Live Dates: May 2024

NATIONAL PHILANTHROPIC TRUST (NPT) is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations. There mission is to increase philanthropy in society, having made more than 492,000 grants totaling $17.5 billion to charities all over the world. They rank among the largest grantmaking institutions in the United States.

Challenge

  • Addressing challenges in implementing Salesforce Shield for real-time event monitoring and data security enhancements​

  • Ensuring seamless integration of Shield Event Logs with Azure Sentinel for improved threat detection and response​

  • Enhancing security configurations, including encryption, roles, and permissions, to meet compliance requirements​

  • Supporting the NP Trust Team in adopting Shield features and optimizing governance processes

Solution

  • Robust key management to implement a secure and centralized encryption key management system with regular audits to prevent key loss and ensure data accessibility​

  • Integration readiness to design integration workflows to handle encrypted data effectively, ensuring seamless decryption and processing by external systems​

  • Enhanced user accessibility to use platform features like deterministic encryption where possible, and optimize views, reports, and search functionalities to minimize user experience disruptions​

  • Streamlined Data Operations by developing processes for secure data migration, backup, and recovery that account for encryption requirements, maintaining data integrity throughout

Result

  • Enhanced data security with robust encryption key management​

  • Seamless integration of encrypted data with external systems (Azure Sentinal)​

  • Improved user experience with optimized reporting and search functionalities​

  • Streamlined data migration and recovery processes, reducing administrative complexity​