Data Detect helps you identify sensitive data within your org so you can take steps to
protect it. It uses native platform-native technology so that you don’t rely on third-party
services or port your data outside of Salesforce. Use Data Detect to expedite data
categorization by aligning data sensitivity levels and categories to actual field
data.
Required Editions
| Available in: Lightning Experience |
|
Available in: Enterprise, Performance, Unlimited, and
Developer Editions.
Requires the Salesforce Shield add-on subscription or
the Data Detect add-on license.
|
- Grant User Access to Data Detect
Give users access to all policy actions, such as editing policies or viewing all records related to a Data Detect job session.
- Grant View Access to Any Sensitive Data in Data Detect Scan Results
Setting this specific extra permission allows a user to view or export sensitive data excerpts in Data Detect scan results.
- Data Detect Considerations
Here are suggestions for improving your organization’s security posture around sensitive information handling.
- Use Data 360 with Data Detect
Use a Data Detect scan policy with Data 360 to scan and detect sensitive data in large batches and to ensure it's properly handled. Use of Data Detect consumes credits used for billing in Data 360 usage types.
- Create and Run a Scan
Create a Data Detect scan policy to find sensitive data that users inadvertently enter into fields across your Salesforce Org. Run scans to detect instances of the custom patterns.
- See and Act on Scan Results
You can view your results for any sensitive data that was detected. After you've reviewed the Data Detect scan policy results, use them to bolster your data security and privacy strategy, especially with specific fields that have excessively sensitive data.
