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            Policy Types Available in Policy Center

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            Policy Types Available in Policy Center

            Policy Center offers these policy types for different tools in the Salesforce ecosystem.

            Required Editions

            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Data Security

            Use this policy type to protect sensitive information in Data 360 by ensuring that only authorized users can access specific data. Data Security policies help your org stay compliant with data privacy laws by limiting user access to sensitive customer data.

            Data Security policies require a Data 360 integration with the governance feature enabled. For more information, see About Salesforce Data 360.

            Select the Data Security policy type to continue.

            Data Detect

            Use this policy type to scan your org for sensitive data that you want to remove or obfuscate. Data Detect policies help your org stay compliant with data privacy laws by identifying sensitive data that you can take steps to protect.

            Data Detect policies require the Data Detect app. For more information, see Data Detect.

            Select the Data Detect policy type to continue.

            Data Retention

            Use this policy type to manage the data lifecycle by automating retention, deletion, and masking of sensitive data. Data Retention policies help you obfuscate and minimize the amount of data stored in your org to stay compliant with data privacy laws.

            These policies require the Privacy Center app. For more information, see Privacy Center: Satisfy Customer Requests and Data Privacy Laws.

            Select the Data Retention policy type to continue.

            Data Mask

            Use this policy type to mask or delete sensitive data in sandbox environments. Data Mask policies are a useful tool for admins and developers to securely handle sensitive data while testing changes that they’re making in sandbox environments.

            These policies require the Data Mask app. For more information, see Secure Your Sandbox Data with Salesforce Data Mask.

            Note
            Note To use Data Mask in Policy Center, ensure you have version 5.0 or later of the Data Mask app installed.
            Select the Data Mask policy type to continue.

            Data Backup

            Use this policy type to create backups of customer data that you can use to restore data at any time. Data Backup policies help protect your org from permanent data loss by automatically generating backups according to your specifications.

            These policies require the Salesforce Backup app. For more information, see Protect Your Data with Salesforce Backup.

            Select the Data Backup policy type to continue.

            Data Archive

            Use this policy type to externally store expired or unused data so that your org stays efficient and compliant. Salesforce Archive helps you automate how and when data is archived, and keep a record of data for trend analyses.

            These policies require the Salesforce Archive app. For more information, see Store Data Externally with Salesforce Archive.

            Select the Data Archive policy type to continue.
             
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