platform-encryption-configure

SKILL.md

Configure Platform Encryption

Configures Salesforce Shield Platform Encryption by generating the metadata that turns it on and choosing the right settings: which encryption scheme a field should use, which key-management model fits a requirement, and how the tenant-secret lifecycle works. This is a hybrid skill — it emits deployable *.settings-meta.xml / *.field-meta.xml where Platform Encryption exposes a real Metadata API surface, and returns grounded guidance where the operation is UI/REST-only.

Scope

In scope: choosing and applying encryptionScheme on a field; enabling deterministic encryption, Cache-Only Keys, External Key Management, and replay detection via PlatformEncryptionSettings / EncryptionKeySettings; explaining BYOK / BYOKMS / EKM / Cache-Only key models; tenant-secret rotation and destruction semantics; the query behavior of encrypted fields.

Out of scope: a plain custom field with no encryption (use platform-custom-field-generate); the raw Metadata API field reference (use platform-metadata-api-context-get); Classic Encryption (EncryptedText fields) — that is a separate, legacy feature; deploying/pushing metadata to an org (that belongs to a deploy lifecycle skill).

Required Inputs

Gather or infer before proceeding:

Question type: is the user asking for a deployable artifact (a settings file, an encrypted field) or guidance (which model, what happens when I rotate a key)? Deployable → generate XML from assets/. Guidance → answer from references/. A question is guidance whenever the ask is to explain, confirm, or compare — "is that right?", "what's the relationship?", "can we…?", "is there an ordering requirement?", "explain the difference between X and Y", "which key model should we use?" — even if the user also says they are about to write, deploy, or author settings themselves. The user writing settings is their action; it does not make the skill's deliverable a file. Only an explicit "generate / create / give me the file / here is my field, encrypt it" is an artifact request.

Key-model choice questions are guidance, not deployable metadata. "Explain BYOK vs external key management / BYOKMS / EKM / Cache-Only", "which one keeps key material out of Salesforce?", "should we use BYOK or EKM?" → answer them in a single markdown answer file (the guidance write-up), not a deployable *.settings-meta.xml. Naming the enabling setting in that answer (e.g. canExternalKeyManagement, enableCacheOnlyKeys) does NOT turn it into a settings artifact — cite the field name inline in the answer file; do not emit an EncryptionKey.settings-meta.xml unless the user explicitly says "generate/create the settings file."

Field encryption target (for field work): the object and field API name, and whether the user needs to filter, sort, or group on the field (drives deterministic vs probabilistic).

Key model (for key work): whether keys are Salesforce-derived (default), customer-supplied (BYOK), stored in an external KMS (BYOKMS/EKM), or fetched on demand (Cache-Only).