Sometimes users make data entry mistakes, or customers mistakenly provide personally identifiable information (PII). When sensitive data ends up where it doesn’t belong, it’s hard to meet data privacy and security obligations. Einstein Data Detect helps you quickly find sensitive data such as credit card numbers and social security numbers no matter where it’s entered in your org. You can then apply data classification categories right from the UI and adjust privacy and security controls as necessary.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited Editions editions.
Who: The Einstein Data Detect managed package is available to customers who have purchased the Salesforce Shield add-on subscription.
Why: Einstein Data Detect helps you find misplaced data in fields, attachments, and documents. Built with platform-native technology, you can:
- Determine the sensitivity of a field based on its contents and categorize it accurately.
- Categorize data classification metadata in bulk without having to store your data in a third-party service.
- Identify which other Salesforce security and privacy products can help you meet your security and privacy requirements.
For example, review detected fields and decide which to encrypt with Shield Platform Encryption or mask with Data Mask. Pair your results with Privacy Center to automatically create Deletion, Masking, and Retention templates for specific categories of data. And if you know that specific fields contain PII, you can create Transaction Security policies that place guardrails on reports that contain those fields.
How: Install the Einstein Data Detect managed package in your production or sandbox environment. From the App Launcher, select Einstein Data Detect. First, create a Data Detect Policy. On the Policies page, select an object and choose the data patterns and fields you want the app to scan for. Enable the object for scanning and save your work. Repeat this step for as many objects as you want within your policy. When you’re ready to start scanning, click Activate Policy and then Scan.
The app refreshes with your results. Results dashboards breakdown scan results by record, data patterns, and data categorization for easy data reviews. Drill in to discovered records to learn more about your data and respond accordingly.
See more detailed information under the Field Results section on each object. Here, you can add data classification categories to fields right in the UI.
Find Sensitive Data with Einstein Data Detect (Generally Available) (salesforce.com)