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I've seen a number of forum posts that claim that if you create an encrypted text field (11 chars) with the Social Security Number mask it will automatically add dashes in the appropriate places (if they are not present already).

 

I've been trying this and it does mask all but the last 4 characters, but does not seem to add the dashes. People have also posted workflow rules to automatically add the dashes, but when I attempt to set them up it looks like I can't apply a workflow rule to an encrypted field.

 

Is there anyway to have a social security number field that is both encrypted and auto-formats? Or am I doing something wrong when I create the encrypted field?

 

I'm using Enterprise Edition. Thanks in advance for any help/advice!
2 respostas
  1. 29 de out. de 2018, 21:01
    I am having the same issue - under the Contact Custome Field, I have chosen:

     

    Data Type: Text (Encrypted)

     

    Required: No

     

    Mask Type: Social Security Number

     

    Mask Character: *

     

    Length: 11

     

    I want to be able to do two things:

     

    1) We currently have many records that have only numbers and no dashes.  I want to auto-format them to include dashes.

     

    2) When I enter a SSN into a new contact record, I want SF to automatically add dashes.

     

    I seem to be seeing conflicting information about whether I need to set up a validation rule or workflow to achieve these goals.
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