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            Set Up Data Classification Metadata

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            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.

            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

            Data classification is automatically enabled in all orgs.

            1. Select whether to use default data sensitivity levels.
              1. From Setup, in the Quick Find box, enter Data Classification Settings, and then select Data Classification Settings.
              2. Select or deselect Use default data sensitivity level. Some fields contain data sensitivity values by default. Those values are visible in the UI after you enable them. For example, the email field has a confidential value. When you enable that checkbox, those default values are applied and are then visible in the UI.
            2. Edit data classification values.
              1. From Setup, select Object Manager, and then select the object you want to edit.
              2. Select Fields & Relationships from the sidebar. Select the field where you want to set up data classification, and click Edit.
              3. Select the value for each metadata field from the dropdown lists.
              4. Click Save.
              Note
              Note To edit data classification values for fields that aren’t available in the Object Manager, use the CustomField Metadata API or Data Classification Upload tool.
            3. (Optional) Edit Data Sensitivity picklist values.
              1. From Setup, in the Quick Find box, enter Data Classification Settings, and then select Data Classification Settings.
              2. Select Edit Data Sensitivity Picklist Values
              3. Add, delete, rename, or reorder an existing picklist value.
                You can also add a Description or indicate that fields with this picklist value contain data highly sensitive to your company by selecting High-risk level.
            4. (Optional) Edit Compliance Categorization picklist values.
              1. From Setup, in the Quick Find box, enter Data Classification Settings, and then select Data Classification Settings.
              2. Select Edit Compliance Categorization Picklist Values
              3. Add, delete, rename, or reorder an existing picklist value.
            5. (Optional) Upload data classification information in a CSV file.
              1. From Setup, in the Quick Find box, enter Data Classification Upload, and then select Data Classification Upload.
              2. Click Choose File. A CSV file can contain a maximum of 10,000 rows. Each row must include the object name, field name, and data sensitivity level.
            6. (Optional) Download data classification information in a CSV file.
              1. From Setup, in the Quick Find box, enter Data Classification Download, and then select Data Classification Download.
              2. Click Download. The maximum size of the CSV file is 5 MB.
                Only fields that have an associated data sensitivity value are included in the file. The file includes the first 2,000 records for each data sensitivity value.

            You can update multiple fields at once using the CustomField Metadata API.

             
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