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Data Classification in Secure
After you create Sensitivity Levels and Compliance Categories on the Settings tab, the fields within the org can be assigned a classification on the Data Classification tab.
A progress bar along the top indicates your overall classification progress:
- Gray: This portion of the progress bar represents the unclassified fields remaining within the org.
- Colors: This portion is color-coded and is based on your Sensitivity Levels.
Fields can be assigned to any of the classification settings. Select a field or group of fields, click the Pencil icon, choose the sensitivity level and classification(s), set a Data Owner and Field Usage if needed, and click Apply.
To remove classifications from an individual or group of fields, select the field(s), click the Pencil icon, check the Remove Classification checkbox, and click Apply.
Compliance Categories can be removed without affecting the assigned Sensitivity Level. Select "Remove Categories" from the Compliance Categorization drop-down menu instead of using the Remove Classification check-box.
Quick Filters and Search
Quick Filters and the ability to search for individual fields are available. These tools allow a user to narrow down the list to specific objects. The following filters are available for the Objects list:
- Object Types
- Managed Packages
- Objects
- Object API or Label Name Contains
The following filters are available for the Fields list:
- Sensitivity Levels
- Compliance Categories
- Field Type
- Field Classified Since
- Field Usage
- Managed Package
- Data Type
- Data Owner
- Field API or Label Name Contains
- Fill Rate
Object and Field filters can be saved as a Filter Set for later use. These Filter Sets can be migrated between orgs by using the Secure Policy Wizard in the Settings tab.
Downloading Classification Assignments
After classifying, a .csv file can be downloaded to review all the classification assignments within the org. Users can select a color from the Progress Bar to automatically filter to that specific Sensitivity Level. Users can also display or hide columns within the Fields list by clicking the Options Menu icon. Visibility can be toggled on for the following:
- Object Name
- Name
- Developer Name
- Data Type
- Description
- Help Text
- Field Usage
- Data Owner
- Compliance Categorization
- Fill Rates
- Sensitivity
Guided Classification
A helpful guide is available on the Data Classification tab to walk new users through the process of classifying and categorizing org data.
Click the Launch Guided Classification button to open the guide. When using the guide, review each section and perform any necessary steps before navigating to the next section by clicking the Next button.
To hide the guide, click the Launch Guided Classification button again.
The Fill Rate Calculator Tool
The Fill Rates Calculator is a field usage estimation tool and can be helpful when performing remediation actions. It does this by calculating how many fields are in use against the total fields available, providing a percentage summary.
On the Settings tab, under General, the number of records used for a fill rate calculation can be limited. For example, the default value of "10,000" will take the most recent 10,000 records created to analyze a percentage of records with values for each field. This can be adjusted in the Settings tab to 1,000, 10,000, 100,000 or All Records. Setting the calculation to "All Records" is not recommended for large orgs and may cause the process to fail.
To run the Fill Rates Calculator, click the Fill Rates button, and then click Calculate Fill Rates.
The calculator investigates every object and field on a specified number of recent records. Depending on the amount selected, this may take some time to complete. When a job is in process, the Fill Rate icon and Calculate Fill Rates button appear as in progress to prevent multiple jobs from being scheduled.
After the job is complete, the Fill Rate results for each field are displayed in the Fill Rate Column.
- Sync Secure Data Classification with Salesforce
Set up Secure to sync field-level meta data such as sensitivity, compliance and other data points to and from Salesforce. - Data Classification Categories and Levels in Secure
Secure policies include two classifications, Sensitivity Levels and Compliance Categories. Sensitivity levels indicate whether the sensitivity level is high-risk. Compliance Categorization can also be specified to better identify sensitive data. You can use the default sensitivity levels and compliance categories, and add custom entries. - Migrate Data Classification Policies in Secure
You can migrate Data Classification information between Salesforce orgs using the Own Secure Policy wizard.
