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            Use Privacy Hold to Preserve Records from Processing

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            Use Privacy Hold to Preserve Records from Processing

            For legal or business purposes, designate a record to be preserved from masking or deletion by Data Management policies in Privacy Center.

            Required Editions

            Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Privacy Center license.
            User Permissions Needed
            To create and edit Privacy Hold and Privacy Hold Reasons records: Manage Privacy Hold

            To create a Privacy Hold, first create a Privacy Hold Reason record. Then link the Privacy Hold Reason record to your Privacy Hold record. Privacy Hold can be activated for the Account, Contact, Individual, Lead, and Person Account objects.

            1. From the App Launcher, enter and select Privacy Hold Reasons.
            2. Click New, then give your Privacy Hold Reason a name and optional description.
            3. Click Save.
            4. From the App Launcher, enter and select Privacy Holds.
            5. Click New.
            6. Enter information about the hold, such as a name, end date, the privacy hold reason you previously created, and the object reference record.
            7. Select the box under Is Active, and save your work.

            When you create a Data Management policy in Privacy Center, include a condition to exclude records with active Privacy Hold statuses from processing. This condition prevents important records from deletion or masking actions by your policies.

             
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