Data Detect Legacy-Managed Package

Data Detect legacy-managed package 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 legacy-managed package to expedite data categorization by aligning data sensitivity levels and categories to actual field data.

Required Editions

Note The Data Detect legacy-managed package is unavailable for Summer '26. If you enabled Data Detect legacy-managed package before Summer '26, it remains available in your Salesforce org. We recommend that you use the new Salesforce Data Detect app instead. The new Data Detect app is now part of the Shield app. See Data Detect End of Support.

Available in: Lightning Experience

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

Requires the Salesforce Shield add-on subscription.

Compatibility
Data Detect managed package is compatible with: AppExchange applications Sales Cloud Salesforce Industries Salesforce Platform Service Cloud Work.com

Compatibility

Data Detect managed package is compatible with:

AppExchange applications
Sales Cloud
Salesforce Industries
Salesforce Platform
Service Cloud
Work.com

Data Detect Legacy-Managed Package Glossary
Familiarize yourself with common Data Detect terms.
Install and Configure the Data Detect Legacy-Managed Package
You can install the Data Detect legacy-managed package in production and sandboxes. After you install the package, configure access controls to make sure that users can access it.
Create a Data Detect Legacy-Managed Package Policy
Data Detect legacy-managed package policies look for data patterns across fields and objects that you select. You can create multiple policies that help you find sensitive data that users inadvertently enter into fields across your org.
Scan for Patterns with Data Detect Legacy-Managed Package
Data Detect legacy-managed package scans data based on your Data Detect policy settings. You can scan data in activated policies at any time.
View and Classify Results with Data Detect Legacy-Managed Package
You can view the aggregate results of completed scans and see a breakdown of the results by object and field. Results also include data classification assignments, which help you better understand your organization’s data governance posture. See which fields aren’t categorized and add or adjust a field’s category based on the data detected. Data classifications are useful for reporting as well as creating Transaction Security and Shield Platform Encryption policies.
Review Data Detect Legacy-Managed Package Scan Logs
Data Detect legacy-managed package scan logs offer insight into whether scans completed successfully. If a scan encountered an error or aborted unexpectedly, logs contain the error message and details about the issue.

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Data Detect Legacy-Managed Package

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Data Detect Legacy-Managed Package

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