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Set Up and Maintain Your Salesforce Organization
Data Detect

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Data Detect

Data Detect helps you identify sensitive data within your org so you can take steps to protect it. It uses native platform-native technology so that you don’t rely on third-party services or port your data outside of Salesforce. Use Data Detect to expedite data categorization by aligning data sensitivity levels and categories to actual field data.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions.

Requires the Salesforce Shield add-on subscription or the Data Detect add-on license.
  • Grant User Access to Data Detect
    Give users access to all policy actions, such as editing policies or viewing all records related to a Data Detect job session.
  • Grant View Access to Any Sensitive Data in Data Detect Scan Results
    Setting this specific extra permission allows a user to view or export sensitive data excerpts in Data Detect scan results.
  • Data Detect Considerations
    Here are suggestions for improving your organization’s security posture around sensitive information handling.
  • Create and Run a Scan
    Create a Data Detect scan policy to find sensitive data that users inadvertently enter into fields across your Salesforce Org. Run scans to detect instances of the custom patterns.
  • See and Act on Scan Results
    You can view your results for any sensitive data that was detected. After you've reviewed the Data Detect scan policy results, use them to bolster your data security and privacy strategy, especially with specific fields that have excessively sensitive data.
 
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