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            Create a Data Governance Policy

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            Create a Data Governance Policy

            Create a data governance policy to manage record-level access. This policy ensures that users access sales data only from their specific territory.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create a data access policy: Data Cloud Architect
            To create custom permissions: Manage Custom Permissions
            To create permission sets: Manage Profiles and Permission Sets
            To assign permission sets: Assign Permission Sets
            To enable custom permissions in permission sets: Manage Profiles and Permission Sets

            The goal is to create tiered access for your sales data. Begin by defining an Allow All policy that grants general access, and then apply specific custom permissions and permission sets to restrict users to data from their assigned territories.

            1. Create a custom permission for the territory to be governed.
            2. Create a permission set.
            3. Add the custom permission to the permission set.
            4. Associate the permission set with the default data space.
            5. Create an Allow All policy.
            6. Apply the policy to the users who need access to the data.
             
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