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Use Custom Keywords in Data Detect Scan Policies

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Use Custom Keywords in Data Detect Scan Policies

Use Data Detect Keywords to extend data governance capabilities in Salesforce by enabling precise, high-speed scanning for exact keywords and phrases within records. You can define dictionaries of specific terms such as proprietary internal codes, prohibited marketing terms, or foul language, identifying them across objects and fields. Use custom keywords or keyword dictionaries in addition to the provided sensitive data categories.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer editions with the Salesforce Shield or Data Detect Licenses.
User Permissions Needed
To create, edit, and view Data Detect policies Manage user access to Data Detect feature

Salesforce Data Detect can efficiently scan millions of records. The scans perform content moderation and compliance adherence. Add up to 10 keywords (specific words or phrases up to 255 characters long) plus 10 regular expressions (custom patterns). Use any combination that adds up to 20. For more than 1000 keywords, upload your own library of keywords.

  1. Locate and select a policy you want to use, then select Keywords and Add Keyword or New Keyword Dictionary from the Keywords section.
    1. For a single keyword, enter the keyword, and Save or Save & New to add more than one keyword. Repeat as often as needed until you’ve added all your keywords.
    2. For a keyword dictionary, upload or drop a keyword .csv file, and select Save. If you accidentally upload the incorrect file, click Replace File. Upload only one keyword .csv file at a time. To add another file, delete the existing one.
  2. To edit or delete a keyword, use the dropdown in the Keywords section.
 
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