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            Data Lineage Best Practices

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            Data Lineage Best Practices

            Applying these best practices helps maintain consistent data visibility and governance alignment across your organization.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            • Validate lineage accuracy regularly. If the graph doesn’t match expected flows, contact Salesforce Support to rebuild it.
            • Use tags consistently. Ensure that key governance tags such as sensitivity or classification are applied at both the object and field level.
            • Correlate lineage with policies. Cross check tag-based policies to confirm that access rules align with lineage paths.
            • Document critical dependencies. Record major upstream and downstream relationships for high-impact objects to aid troubleshooting.
            • Leverage Lineage in reviews. Incorporate lineage insights during data model and policy change reviews to reduce risk.
             
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