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Create a Data Detect Legacy-Managed Package Policy

Data Detect legacy-managed package policies look for data patterns across fields and objects that you select. You can create multiple policies that help you find sensitive data that users inadvertently enter into fields across your org.

Required Editions

Note
Note The Data Detect legacy-managed package is unavailable for Summer '26. If you enabled Data Detect legacy-managed package before Summer '26, it remains available in your Salesforce org. We recommend that you use the new Salesforce Data Detect app instead. The new Data Detect app is now part of the Shield app. See Data Detect End of Support.
Important
Important Due to Salesforce platform limitations, selecting an excessive number of fields for data scanning can cause processing errors. To avoid errors, select fewer fields and start with smaller datasets.
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.
  1. In the Data Detect app, click the Policies tab.
  2. Click New, and then enter a name for your policy. The name must be alphanumeric with no spaces or special characters.
  3. Click Save & Edit.
  4. At the top of the page, enter a policy description and click Save.
    Save a new or edited policy description.
  5. Under Objects & Fields section, in the Objects pane, select an object.
    The object detail page opens with data pattern options and a list of the object’s populated fields. By default, policies scan for all data patterns on all selected objects and fields. To narrow your search on specific patterns, deselect the patterns that you don’t want.
  6. In the field list, select Add to Policy for each field that you want to add.
  7. To include the object’s fields and pattern selections in future scans, set the object status to Enable.
    Only enabled objects are included in the scans execution. If you leave an object’s status as Disabled, then it’s not included in future scans. You can still save your pattern and field selections and enable them later.
  8. Click Save.
    Object-level Data Detect policy settings.
  9. Repeat steps 5–9 on other objects that you want to include in your policy.
    Your objects settings are added to your policy.