---
schema_version: "1"
id: e0e8b34e82a0d8194398fbd46f9dda50b57d1597787efb3bb573ffbbb8926f2f
title: Set Up Data Classification Metadata
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/data_classification_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.data_classification_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b97458ce3c3a4853e170f25bf7a2ede3b03ba256f60c9f111fbb70b1d0f9b91a
description: Customize your data classification settings to meet your organization’s needs. You can also upload or download data classification values.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Set Up Data Classification Metadata

Customize your data classification settings to meet your organization’s needs. You can also upload or download data classification values.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d49420e63">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49420e63 ">To edit or view data classification fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49420e63 ">Customize Application or Modify Data Classification</td>

          </tr>
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Data classification is automatically enabled in all orgs.

1. Select whether to use default data sensitivity levels.
    1. From Setup, in the Quick Find box, enter Data Classification Settings, and then select **Data Classification Settings**.
    2. Select or deselect **Use default data sensitivity level**. Some fields contain data sensitivity values by default. Those values are visible in the UI after you enable them. For example, the email field has a confidential value. When you enable that checkbox, those default values are applied and are then visible in the UI.
2. Edit data classification values.
    
    1. From Setup, select **Object Manager**, and then select the object you want to edit.
    2. Select **Fields & Relationships** from the sidebar. Select the field where you want to set up data classification, and click **Edit**.
    3. Select the value for each metadata field from the dropdown lists.
    4. Click **Save**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_note.png)
    
    Note To edit data classification values for fields that aren’t available in the Object Manager, use the CustomField Metadata API or Data Classification Upload tool.
3. (Optional) Edit Data Sensitivity picklist values.
    1. From Setup, in the Quick Find box, enter Data Classification Settings, and then select **Data Classification Settings**.
    2. Select **Edit Data Sensitivity Picklist Values**
    3. Add, delete, rename, or reorder an existing picklist value.
        
        You can also add a **Description** or indicate that fields with this picklist value contain data highly sensitive to your company by selecting **High-risk level**.
4. (Optional) Edit Compliance Categorization picklist values.
    1. From Setup, in the Quick Find box, enter Data Classification Settings, and then select **Data Classification Settings**.
    2. Select **Edit Compliance Categorization Picklist Values**
    3. Add, delete, rename, or reorder an existing picklist value.
5. (Optional) Upload data classification information in a CSV file.
    1. From Setup, in the Quick Find box, enter Data Classification Upload, and then select **Data Classification Upload**.
    2. Click **Choose File**. A CSV file can contain a maximum of 10,000 rows. Each row must include the object name, field name, and data sensitivity level.
6. (Optional) Download data classification information in a CSV file.
    1. From Setup, in the Quick Find box, enter Data Classification Download, and then select **Data Classification Download**.
    2. Click **Download**. The maximum size of the CSV file is 5 MB.
        
        Only fields that have an associated data sensitivity value are included in the file. The file includes the first 2,000 records for each data sensitivity value.

You can update multiple fields at once using the [CustomField](https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm) Metadata API.