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Set Up and Maintain Your Salesforce Organization
Use Custom Patterns in Data Detect Scan Policies

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Use Custom Patterns in Data Detect Scan Policies

Use regular expressions to define your own custom patterns for detecting sensitive data for each Data Detect scan policy in addition to the provided sensitive data categories. Some custom patterns that you can use include organization-specific information such as student IDs, employee IDs, or contract numbers. Scan results include instances of the custom patterns detected.

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

Add up to 10 regular expressions (custom patterns), plus 10 keywords, in any combination.

  1. From the Data Detect Policies page, select a policy, then select Custom Patterns and Add Pattern from Add custom patterns.
  2. Provide a descriptive name for the regular expression, and then enter the regular expression syntax.
    You can optionally test your regular expression to see if it can identify what you want it to detect in the Validate regular expression section. Ensure your regular expression pattern or sample phrase is entered correctly for the validation to work.
  3. Enter an example of a phrase or sentence containing the pattern that you want to find, and selectValidate. Review the validation output to see whether the pattern is correctly identified and redacted.
  4. When you’re done entering your patterns, save your work. You can come back to this section later to edit or delete a regular expression from the drop-down menu.
 
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