Classify Your Sensitive Data to Support Your Data Management Policies (Beta)

Classify your data to help meet your data management policies. Record the data owner, field usage, and sensitivity of the data in any field. You can then apply a default data-sensitivity level value to all contacts, leads, person accounts, and users.

Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app in all editions.

Note

Note

As a beta feature, Data Classification is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Data Classification in the Data Classification group in the Trailblazer Community.

Who: To edit or view data classification fields, you need either the Customize Application or Modify Data Classification permission.

How: From Setup, enter Data Classification in the Quick Find box. Then select Enable data classification metadata fields.