---
schema_version: "1"
id: 1b881024861191e233b73e4e0aafe279ccf74d0d6d46b2c5eedd4415cc363250
title: Report Confidential Issues
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/hr_svc_rpt_cnfd_iss.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.hr_svc_rpt_cnfd_iss.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2f49151953d08952cdb251bd1dddb253a497c5dd6312784aa54ec5151b90418f
description: Learn how employees can securely submit confidential reports through the Employee Portal or Agentforce, with issues automatically flagged and routed to HR.
products:
  - Service Cloud
release: "264"
---
# Report Confidential Issues

Learn how employees can securely submit confidential reports through the Employee Portal or Agentforce, with issues automatically flagged and routed to HR.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d96121e59">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d96121e59 ">To submit and manage confidential cases:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d96121e59 ">Confidential Case Management</td>

          </tr>
        </tbody>
      </table>

## Submit a Case in the Employee Portal

Use the Employee Portal to report confidential issues.

1. In the Employee Portal, go to the Help Center tab. Under the Cases section, click **New Confidential Case**.
2. Enter the required details, select **Confidential** as the case type, and submit the case.
3. The system creates a confidential Case record. A corresponding Public Complaint record is automatically created and attached to the Case, helping route the issue discreetly to the right personnel.

## Escalate Confidential Issues with Agentforce

Use Agentforce to report a confidential issue via conversational AI chat. Agentforce detects sensitive language and prompts the user to either create a confidential case or connect to a human agent. Creating a confidential case automatically flags and discreetly routes the report only to authorized HR and legal representatives for secure tracking.

To escalate confidential issues from Agentforce to HR or legal reps, use the preconfigured flow template.

1. From Setup, in the Quick Find box, find and select **Flows**.
2. From the flows list, select **Escalate Confidential Complaint**.
3. Select the **Route for Confidential Handling** element and set input values to customize the routing logic.
4. Save as a new flow and add it to your HR Service agent.

## Route Confidential Data To Stakeholders

To route sensitive data to specific stakeholders, such as Legal teams or specialized investigators, set up Compliant Data Sharing.

See [Compliant Data Sharing](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_cds.htm&type=5&language=en_US).