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