Applying these best practices helps maintain consistent data visibility and governance
alignment across your organization.
Required Editions
- Validate lineage accuracy regularly. If the graph doesn’t match expected flows, contact
Salesforce Support to rebuild it.
- Use tags consistently. Ensure that key governance tags such as sensitivity or
classification are applied at both the object and field level.
- Correlate lineage with policies. Cross check tag-based policies to confirm that access
rules align with lineage paths.
- Document critical dependencies. Record major upstream and downstream relationships for
high-impact objects to aid troubleshooting.
- Leverage Lineage in reviews. Incorporate lineage insights during data model and policy
change reviews to reduce risk.
