Key Takeaways
As your data volumes grow and regulations evolve, identifying and managing sensitive data at scale becomes a significant, ongoing challenge. Finding every piece of sensitive data scattered across your Salesforce org can feel like searching for a needle in a haystack that’s growing larger by the minute.
That’s why we offer Data Detect, a powerful tool included with Salesforce Shield used to identify sensitive data. Let’s explore some of Data Detect’s new features and how they can help safeguard your most valuable information within Salesforce.
Leverage out-of-the-box detection for 20+ types of sensitive data
Data Detect includes pre-configured detection rules for 21 distinct types of sensitive data, enabling you to begin scanning your Salesforce org immediately for common sensitive information such as personally identifiable information (PII), financial data, medical records, and more.
While out-of-the-box detection covers a wide range of common sensitive data types, your organization may have unique data security requirements that necessitate custom detection rules. That’s why Data Detect provides you with the flexibility to define custom patterns using regular expressions (regex). This feature empowers you to tailor detection to your specific needs, enabling you to scan for proprietary data formats, industry-specific identifiers, or any other patterns of interest. With regex support, you gain unparalleled control over your sensitive data detection process, ensuring that no critical information goes unnoticed.
Seriously secure, from day one
With tools like encryption, activity tracking, and audit logs, Shield gives you everything you need to protect your org’s data and keep moving forward.
Gain granular control with object and field-level scans
Data Detect now facilitates object and field-level scans within your Salesforce org, which means that you can target specific objects, such as leads, accounts, contacts, or custom objects, for sensitive data detection. By focusing on particular areas of your org, you can optimize scan times, reduce resource consumption, and prioritize critical data for analysis.
Object-level scans also simplify reporting and analysis, enabling you to gain deeper insights into the presence of sensitive data within particular segments of your Salesforce environment. This level of control is crucial if your organization has complex data structures and varied security requirements.
Streamline the scanning process
In your Salesforce org, you may already have fields classified with data sensitivity levels, compliance categorizations, or usage information. To streamline your scanning process and avoid redundant work, Data Detect offers you the option to exclude fields that have already been classified. This approach reduces scan times, improves efficiency, and optimizes resources by ensuring your scans are focused only on areas that require further investigation.
Stay informed and take action
To keep you informed about the status of your sensitive data scans, Data Detect provides timely notifications via email about scan completion. These notifications allow you to quickly review scan results, prioritize follow-up actions, and take proactive measures to address any security vulnerabilities.
The results of your sensitive data scans can provide valuable insights into the actual content of fields and their appropriate classifications. Data Detect empowers you to act on these findings by updating field classifications directly from the scan results, helping ensure that your data sensitivity levels and compliance categorizations are accurate and up-to-date, reflecting the true nature of the data residing in each field. This continuous cycle of scanning and reclassifying ensures your data is labeled correctly, helping you maintain accuracy and data integrity across your org.
Flexible result access and reporting
In addition to viewing and analyzing results within the Data Detect app itself, the solution facilitates advanced analysis, reporting, and integration with other tools. You can choose to export scan results as .csv files or access them using SOQL (Salesforce Object Query Language). Exporting results as .csv files enables you to easily share data with stakeholders, perform offline analysis, or import data into other systems.
Alternatively, you can leverage SOQL queries to access scan results directly from within the Agentforce 360 Platform, enabling seamless integration with other applications and workflows, such as Data Loader.
Enhance your org’s security with new data detection capabilities
By leveraging Data Detect, you can enhance your data security posture, support regulatory compliance, and build trust with your customers. At a time when data breaches are a constant threat, investing in sensitive data detection is a necessity for any organization committed to protecting its valuable information.
If you already have access to Data Detect through Shield, we recommend running a scan to gain a clear understanding of your sensitive data exposure. You can start a scan by navigating to the Data Detect section within Shield. If you don’t have Data Detect and would like to learn more, check out this datasheet or reach out to your account executive.
