---
schema_version: "1"
id: 19a0d6bcc4f59784a3ee08c02cb60044e5edec3c2839768af77c2f8c31df3dd9
title: How to Configure Data Management Policies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/configure_data_management_policies.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.configure_data_management_policies.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3edddae81447afdf7369c928fc71712b0f2eb7e3686c88cb064724ab4f131577
description: Learn how to configure a Data Management Policy with our step-by-step guide.
products:
  - Security
  - Cross Cloud
release: "264"
---
# How to Configure Data Management Policies

Learn how to configure a Data Management Policy with our step-by-step guide.

### 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: <strong>Developer</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Requires the Privacy Center license.</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="d23903e46">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23903e46 ">To create, edit, and schedule Data Management Policies:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23903e46 ">Manage Privacy Center Policies</td>
          </tr>
        </tbody>
      </table>

- **[Create a Data Management Policy](https://help.salesforce.com/s/articleView?id=xcloud.data_management_create.htm&release=264.0.0&type=5)**  
    Create and save a new Data Management Policy. After your policy is created, you can give it objects to process.
- **[Add Objects to a Data Management Policy](https://help.salesforce.com/s/articleView?id=xcloud.data_management_add_objects.htm&release=264.0.0&type=5)**  
    To define which records your Data Management Policy masks or deletes, add one or more objects. You can apply unique record filters and data transformation rules to each object on a policy.
- **[Set the Run Schedule for a Data Management Policy](https://help.salesforce.com/s/articleView?id=xcloud.data_management_run_schedule.htm&release=264.0.0&type=5)**  
    Define when and how often your Data Management Policy executes against the data in your org.
- **[Preview a Data Management Policy](https://help.salesforce.com/s/articleView?id=xcloud.preview_data_management_policies.htm&release=264.0.0&type=5)**  
    Generate and acknowledge a preview of your Data Management Policy configuration. Previews estimate the number of records and files that are affected by your policy, helping you evaluate its impact on the data in your org.
- **[Publish and Manage a Data Management Policy](https://help.salesforce.com/s/articleView?id=xcloud.manage_data_management_policies.htm&release=264.0.0&type=5)**  
    To add your policy to the job queue, publish it. You can also edit, delete, or immediately run a policy.