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.

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.

User Permissions Needed
To use Data Detect:	Modify All Data AND API Enabled AND System Administrator

1. In the Data Detect managed package app, select the Results tab.
2. Find the scan you want to see the results for. From the action menu, select View.
   The Scan Results page opens with a dashboard showing the aggregated results of all objects and fields included in the policy.
3. To see aggregated results of all objects scanned, select Aggregate Usage Report .
   The Usage Report dashboard shows how many objects, fields, and records were included in the policy’s last scan. It also displays breakdowns of the patterns detected and how many fields have assigned compliance categories and field owners. Categories are based on Data Classification metadata values previously assigned to those fields.
4. To view results for each object, select an object from the panel.
5. Select a field from the panel.
   A dashboard opens with field metrics, a list of detected patterns, and data classification sections.

   If patterns are detected, the top 50 results are listed in the Data Patterns section. The record ID appears along with the pattern type that was found in the selected field. The table shows a portion of the sensitive value found along with the surrounding characters for context.

6. To view the record detail page for records, click the record ID.
   A new tab opens, displaying information you can use to act on the sensitive data.

   
7. Expand the Data Classification section.
   If the field has existing data classification assignments, those assignments appear. You can edit data classification assignments in this section, including assigning a field owner or changing compliance categories or sensitivity levels.