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Extend Salesforce with Clicks, Not Code

Classify Sensitive Data to Support Data Management Policies

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Classify Sensitive Data to Support Data Management Policies

Record data sensitivity and compliance categorization at the field level. Data classification can be used to guide decisions around access, reporting, and data compliance.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: All editions

User Permissions Needed
To edit or view data classification fields:	Customize Application or Modify Data Classification

Set Up Data Classification Metadata
Customize your data classification settings to meet your organization’s needs. You can also upload or download data classification values.
Data Classification Metadata Fields
Record the data owner, field usage, data sensitivity, and compliance categorization for any standard or custom object field. You can also access data classification metadata in the Salesforce API and Apex.
Create Reports from Data Classification Metadata
Run reports to help meet your data management policies.

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