Get Hands-On with Record Compliance Categorization

Learning Objectives

After completing this unit, you’ll be able to:

  • Record compliance categorization to field data.
  • Maintain your Salesforce Administrator Certification.

Record a Compliance Categorization Related to a Field’s Data

What’s new?

Use the compliance categorization metadata field to record whether a field’s data is related to a compliance act, definition, or regulation. Reviewing your fields and applying compliance categorization values can help you uphold data privacy requirements. For example, monitor fields that have data applicable to the General Data Protection Regulation or categorized as personally identifiable information to ensure compliance. You can also customize these values to meet your org’s needs. This change applies to Lightning Experience and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How does it work?

In the Object Manager, find the object that you want to edit, and select Fields & Relationships from the sidebar. Select the field that you want to apply compliance categorization values to, and click Edit. For Compliance Categorization, add or remove the available values, and click Save.

To edit compliance categorization values, from Setup, enter Data Classification Settings in the Quick Find box, then select Data Classification Settings. Select Edit Compliance Categorization Picklist Values, and add, delete, rename, or reorder the picklist values.

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


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