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Configure Enhanced Personal Information Management Using Field Sets

Configure Enhanced Personal Information Management Using Field Sets

Enhanced Personal Information Management conceals personal information fields from authenticated external users on Experience Cloud sites. If your org enabled this feature in Spring '22 or later, use the PersonalInfo_EPIM field set to control which user fields are hidden.

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

Fields in the PersonalInfo_EPIM field set are concealed from authenticated external users; fields not in the set are visible. To configure field masking for guest users, see Configure Independent Guest Field Masking.

  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 PersonalInfo_EPIM 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  

    Specify which components of a user's name or address to hide. For example, to make your users' first names visible, hide Last Name only.

  4. To customize the user fields that are concealed, add them to the PersonalInfo_EPIM field set.
    Important
    Important Classify only fields that 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.
 
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