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Set Up and Maintain Your Salesforce Organization

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Review Data Management Policy Settings

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Review Data Management Policy Settings

Learn about data management policy settings.

Deselect Bypass Previewing for Data Management Policies Control
Forces preview mode for Data Management Policies, requiring admins to review impact on records before applying retention, masking, or deletion rules across large datasets.
Deselect Allow Policy Configurations That Ignore Job Errors and Bypass Automations Control
Enforces error handling and automation triggers during Data Management Policy execution, preventing silent failures or skipped workflows that could leave data in inconsistent states.

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