Classify sensitive data to support data management policies

Record data sensitivity and compliance categorization at the field level. Data classification can be used to guide decisions around access, reporting, and data compliance.

Set up data classification metadata

Customize your data classification settings to meet your organization’s needs. You can also upload or download data classification values.

→ To set up data classification metadata

1. Select whether to use default data sensitivity levels.
   1. From Setup, enter Data Classification Settings in the Quick Find box and select Data Classification Settings.
   2. Select or deselect Use default data sensitivity level. This setting applies a default value for the Data Sensitivity field for all contacts, leads, person accounts, and users.
2. Edit data classification values.
   1. From Setup, select Object Manager, then select the object you want to edit.
   2. Select Fields & Relationships from the sidebar. Select the field where you want to set up data classification and click Edit.
   3. Select the value for each metadata field from the dropdown lists.

   4. ClickSave.

      To edit data classification values for fields that aren’t available in the Object Manager, use the CustomField Metadata API or Data Classification Upload tool.

3. (Optional) Edit Data Sensitivity picklist values.
   1. From Setup, enter Data Classification Settings in the Quick Find box and select Data Classification Settings.
   2. Select Edit Data Sensitivity Picklist Values
   3. Add, delete, rename, or reorder an existing picklist value.
      You can also add a Description or indicate that fields with this picklist value contain data highly sensitive to your company by selecting High-risk level.
4. (Optional) Edit Compliance Categorization picklist values.
   1. From Setup, enter Data Classification Settings in the Quick Find box and select Data Classification Settings.
   2. Select Edit Compliance Categorization Picklist Values
   3. Add, delete, rename, or reorder an existing picklist value.
5. (Optional) Upload data classification information in a CSV file.
   1. From Setup, enter Data Classification Upload in the Quick Find box and select Data Classification Upload.
   2. Click Choose File. A CSV file can contain a maximum of 10,000 rows. Each row must include the object name, field name, and data sensitivity level.
6. (Optional) Download data classification information in a CSV file.
   1. From Setup, enter Data Classification Download in the Quick Find box and select Data Classification Download.
   2. Click Download. The maximum size of the CSV file is 5 MB.
      Only fields that have an associated data sensitivity value are included in the file. The file includes the first 2,000 records for each data sensitivity value.

You can update multiple fields at once using the CustomField Metadata API.