Schedule recurring scans to eliminate manual effort and ensure continuous oversight. Data Detect scans mitigate risks and help you to meet compliance requirements with your sensitive data.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer editions. |
Data Detect requires the Salesforce Shield add-on subscription.
| User Permissions Needed | |
|---|---|
| To create, edit, and view Data Detect policies | Manage user access to Data Detect feature |
After you've determined that your policy is detecting sensitive data, you can designate a time frame to run it automatically. You can promptly address issues and maintain data security through scheduled scan notifications.
Select a time frame that meets your company compliance, audit schedule, or other sensitive data detection need.
Note When creating a scan policy, know your limits. These limits include no account objects in
person account-enabled orgs. Users can only view and scan objects that they have access to. For
selected objects, Data Detect scans ‌these fields: text, Long Text, Long Text Area, Text
(Encrypted), and rich text (only plain text is scanned for sensitive information) in standard
and custom objects.
- From the Policies tab, locate and select a policy you want to set for recurring scans.
- Select Scan Scheduler, then click Edit.
- Select Recurring Scans scan frequency.
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Select one of the options:
- Weeks: Runs a scan on a weekly basis. Select how often to repeat the scan and what day of the week to run it.
- Months (by Date):Runs a scan on a monthly basis. Select how often to repeat the scan and what day of the month to run it.
- Months (by Day): Runs a scan on a monthly basis. Select how often to repeat the scan and what day of the week and week of the month to run it.
- Years: Runs an annual scan. Select what month and date to run it.
- The preview summarizes your selections. Use this to check your work and make and changes if necessary. Save your changes when ready.
Your recurring scan is set. You can continue to edit other parts of your policy, or close it.