---
schema_version: "1"
id: 3835bf6c94289d6f5451413911ef7b3c188d891dfc20c5c08ffa099ad1a64bea
title: Use Privacy Hold to Preserve Records from Processing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/privacy_hold.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.privacy_hold.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e8c606b484fe1314af5d9170961c730d1bda694eefda1d59f991cba0e366fb9b
description: For legal or business purposes, designate a record to be preserved from masking or deletion by Data Management policies in Privacy Center.
products:
  - Security
  - Cross Cloud
release: "264"
---
# Use Privacy Hold to Preserve Records from Processing

For legal or business purposes, designate a record to be preserved from masking or deletion by Data Management policies in Privacy Center.

### 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%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d30369e46">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30369e46 ">To create and edit Privacy Hold and Privacy Hold Reasons records:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30369e46 ">Manage Privacy Hold</td>
          </tr>
        </tbody>
      </table>

To create a Privacy Hold, first create a Privacy Hold Reason record. Then link the Privacy Hold Reason record to your Privacy Hold record. Privacy Hold can be activated for the Account, Contact, Individual, Lead, and Person Account objects.

1. From the App Launcher, enter and select **Privacy Hold Reasons**.
2. Click **New**, then give your Privacy Hold Reason a name and optional description.
3. Click **Save**.
4. From the App Launcher, enter and select **Privacy Holds**.
5. Click **New**.
6. Enter information about the hold, such as a name, end date, the privacy hold reason you previously created, and the object reference record.
7. Select the box under Is Active, and save your work.

When you create a Data Management policy in Privacy Center, include a condition to exclude records with active Privacy Hold statuses from processing. This condition prevents important records from deletion or masking actions by your policies.