Mark Downloaded Images and Exported Data as Confidential

Meet data compliance and regulatory requirements with the new confidentiality notice. Remind coworkers of data confidentiality with a notice that appears in the Download window and on all downloaded images and exported data.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition
User Permissions Needed
To download data from widgets and lenses using the CRM Analytics user interface: Download CRM Analytics Data

To add the confidentiality message to image downloads and data exports, complete the following steps.

  1. From Setup, enter Analytics in the Quick Find box, then select Settings.
  2. Select Include the “Confidential Information - Do Not Distribute” disclaimer message on data exports.
  3. Click Save.