Loading
Manage Users and Data Access
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Manage Personal User Information Visibility for External Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Manage Users and Data Access

            Manage Personal User Information Visibility for External Users

            Protect your external users’ data by concealing personal information fields from other external users. To meet your business’s security needs, you can modify which user fields are classified as personal information and hidden from view.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Applies to: LWR, Aura, and Visualforce sites
            User Permissions Needed
            To enable hiding of personal information: Customize Application
            To view hidden personal information: View Concealed Field Data
            To enable digital experiences: Customize Application

            When you enable this setting, external users, such as portal and community users, who search or view user records don’t see other users’ personal information fields on Experience Cloud sites. Authenticated external users can still view and update their own personal information fields. Unauthenticated guest users can’t view or update personally identifiable information (PII) fields, including their own.

            Note
            Note You can’t disable the Enhanced Personal Information Management setting after you enable it. This setting is enabled automatically when digital experiences are enabled.
            • Personal User Information Policies and Timelines
              To protect your external users’ data, Salesforce introduced security settings that let you control personal user information visibility. Use this topic as a starting point to understand all the security improvements and updates, including timelines for enforcement and how to prepare for the changes.
            • Personal User Information Considerations
              Keep these considerations in mind as you configure personal user information settings for external users by using Enhanced Personal Information Management.
            • Show Nicknames Instead of Full Names in an Experience Cloud Site
              Enabling nickname display in your Experience Cloud site allows more privacy and protects member identities. This protection is especially helpful in a public site where unregistered visitors can access member profiles.
            • Share Personal Contact Information Within Experience Cloud Sites
              Users can specify which information from their profile is visible to external users, such as customers and partners, and guests viewing publicly accessible pages that don’t require login.

            See Also

            Configure Enhanced Personal Information Management using Field Sets

            If you began using this feature in Spring ’22 or later, you use the PersonalInfo_EPIM field set to choose which fields are classified as personal information and concealed from external users.

            1. From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings.
            2. Enable Enhanced Personal Information Management.
            3. Click the field set to review which user fields are classified as personal information and concealed from authenticated external users.
              By default, these fields are considered PII in the PersonalInfo_EPIM field set.
              PII Fields (Spring ’22 and After) Details
              About Me  
              Alias  
              City Included in field set only; component of Address
              Company Name  
              Country Included in field set only; component of Address
              Department  
              Division  
              Email  
              Email Sender Address  
              Email Sender Name  
              Email Signature  
              Employee Number  
              Extension  
              Fax  
              First Name Included in field set only; component of Name
              Geocode Accuracy Included in field set only; component of Address
              Last Name Included in field set only; component of Name
              Latitude Included in field set only; component of Address
              Longitude Included in field set only; component of Address
              Manager  
              MobilePhone  
              Name  
              Postal Code Included in field set only; component of Address
              SAML Federation ID  
              State Included in field set only; component of Address
              Street Included in field set only; component of Address
              Title  
              User Photo badge text overlay  
              Username  

              You can specify which components of a user’s name or address to hide. For example, if you want to make your users’ first names visible, you can choose to hide Last Name only.

            4. To customize the user fields that are concealed, add them to the PersonalInfo_EPIM field set.
              Important
              Important Don’t classify fields that don’t contain PII. System fields, formula fields, the Default Currency ISO Code field, and the Information Currency field also aren’t supported.
              1. In Object Manager, select User.
              2. Click Field Sets, and then select PersonalInfo_EPIM.
              3. Drag the field into the PersonalInfo_EPIM field set.
              4. Save your work.

            Configure Enhanced Personal Information Management Using Compliance Categorization

            If you enabled this feature before Spring ’22, you manage personal information visibility by adding PII to fields on the user object as the Compliance Categorization value.

            Important
            Important Keep name-related personal information secure by enabling the Show Nicknames preference at the site level and using Compliance Categorization on Name fields. Unless you enable Show Nicknames and use PII as the Compliance Categorization value for Name fields on the user object, the First Name and Last Name fields are visible to external users.
            1. From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings.
            2. Enable Enhanced Personal Information Management.
            3. Review which user fields are classified as personal information and concealed from authenticated external users.
              By default, these fields are considered PII because of their Compliance Categorization value.
              PII Fields (Before Spring ’22) Details
              About Me  
              Address Available using Compliance Categorization only
              Alias  
              Company Name  
              Department  
              Division  
              Email  
              Email Sender Address  
              Email Sender Name  
              Email Signature  
              Employee Number  
              Extension  
              Fax  
              Manager  
              Mobile  
              Name Included if Show Nicknames is enabled
              Phone  
              SAML Federation ID  
              Title  
              User Photo badge text overlay  
              Username  
            4. To customize the user fields that are concealed, modify their Compliance Categorization value.
              Important
              Important Don’t classify fields that don’t contain PII, such as system fields.
              1. In Object Manager, select User.
              2. Click Fields & Relationships.
              3. Click the name of the field whose value you want to hide or make visible.
              4. Click Edit.
              5. To hide the field from external users, select PII as the Compliance Categorization value for the field. Removing this Compliance Categorization value exposes the field, which means that external users can see this field’s value.
              6. Save your work.
             
            Loading
            Salesforce Help | Article