Slaesforce FAQ

what is compliance categorization in salesforce

by Eli Anderson Published 2 years ago Updated 2 years ago
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What is compliance categorization in Salesforce? Compliance categorization metadata field is used 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.

Description. Compliance Categorization. The compliance acts, definitions, or regulations that are related to the field's data.

Full Answer

What is Salesforce compliance?

Compliance Documents Trust and success of our customers are the highest priorities for salesforce.com. Compliance plays a key role in achieving these goals. We are committed to not only abide by the laws and regulations that apply to us as we conduct business around the world, but to be a leader in the areas of compliance and ethics.

How to record data sensitivity and compliance categorization in Salesforce?

In Salesforce, you can record data sensitivity and compliance categorization at the field level. Salesforce provides the ability to enable default data sensitivity level for fields. Once enabled it is updated on most of the fields on standard and custom objects. You can then create a report on data classification and analyze the data.

What is Salesforce’s liability for product classifications?

Salesforce is in no way responsible for any damages whether direct, consequential, incidental, or otherwise, suffered by the user as a result of using or relying upon such classifications, for any purpose whatsoever.

How to do data classification in Salesforce?

Salesforce provides the ability to enable default data sensitivity level for fields. Once enabled it is updated on most of the fields on standard and custom objects. You can then create a report on data classification and analyze the data. You can also upload/download the data classification information.

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What is data classification in Salesforce?

Data Classification is a process of categorizing your stored data according to its sensitivity level. Nowadays, data security is of utmost importance to any organization. They want to secure their customer and employee data from the digital threat. Even Salesforce is no different.

What are the classification of data?

Data classification is the process of organizing data into categories that make it is easy to retrieve, sort and store for future use. A well-planned data classification system makes essential data easy to find and retrieve. This can be of particular importance for risk management, legal discovery and compliance.

How do you classify sensitive data?

Data is classified according to its sensitivity level—high, medium, or low. High sensitivity data—if compromised or destroyed in an unauthorized transaction, would have a catastrophic impact on the organization or individuals. For example, financial records, intellectual property, authentication data.

How do I check field usage in Salesforce?

On a custom field's detail page, click Where is this used? to see the field reference details. To view the settings for the layout, formula, or other reference, click a reference label. The list can include these references.

What are the 4 types of classification?

There are four types of classification. They are Geographical classification, Chronological classification, Qualitative classification, Quantitative classification.

What are the 4 types of data classification?

Typically, there are four classifications for data: public, internal-only, confidential, and restricted.

What are 3 main types of data classifications?

Organizations typically design their own data classification models and categories. For example, U.S. government agencies often define three data types — public, secret, and top secret. Organizations in the private sector usually start by classifying data in these three categories — restricted, private, or public.

What is data classification and compliance?

Compliance regulations require organizations to protect specific data, such as cardholder information (PCI DSS) or the personal data of EU residents (GDPR). Data classification enables you to identify the data subject to particular regulations so you can apply the required controls and pass audits.

What are the 3 levels of information classification?

(S) There are three levels of classification – TOP SECRET, SECRET, and CONFIDENTIAL. (S) There are two ways to classify a document – ORIGINAL CLASSIFICATION or DERIVATIVE CLASSIFICATION.

What is Salesforce Optimizer?

Salesforce Optimizer evaluates your Salesforce instance to determine how your company uses Salesforce features, then generates concrete recommendations for how you can optimize feature usage, including ways to simplify customizations and drive user adoption.

What is Salesforce field trip?

Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.

What is field usage in Salesforce?

Field Analysis lets you analyze Salesforce fields to see the number, type, and usage of fields on any Salesforce object. You can even run detailed analysis on certain field content like picklists, numbers, emails, and owners.

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What is Salesforce export compliance matrix?

It is a list of our products and features with respective Export Control Classification Numbers (ECCNs) and eligible license exception information, per the United States Department of Commerce, Bureau of Industry and Security, Export Administration Regulations.

What countries are Salesforce not allowed to use?

laws: Crimea, Republic of Cuba, Islamic Republic of Iran, Democratic People’s Republic of Korea, and the Syrian Arab Republic. Salesforce's Encryption Registration Number (ERN) is R100423.

Can Salesforce be exported?

Salesforce products and services may not be exported, re-exported, or transferred if for use directly or indirectly in any prohibited activity described in Part 744 of the U.S. Export Administration Regulations, including certain nuclear, chemical or biological weapons, rocket systems or unmanned air vehicle end-uses.

Does Salesforce have a warranty?

Salesforce makes no representation or warranty as to the accuracy or reliability of the classifications listed in this export compliance matrix. Any use of such classifications by the user, is without recourse to Salesforce and is at the users’ own risk.

What is data classification in Salesforce?

To protect your most sensitive data, you need to know where to find it. And that's where data classification comes in. In Salesforce, data classification provides a solid foundation for security, giving you a high-level overview of what's in your Org, and where IT resources should be deployed.

What does data classification look like in Salesforce?

Your Salesforce Org is home to hundreds of different types of information, from customer names and email addresses to business-critical financial records. To help keep track of this information, Salesforce introduced data classification metadata fields as part of its ‘19 summer release.

Why Use Salesforce's Data Classification Feature?

While many organizations create their own data classification model (learn more about data classification for compliance ), starting with Salesforce’s native data classification capabilities can be the perfect baseline for your business.

Can Salesforce record data sensitivity?

In Salesforce, you can record data sensitivity and compliance categorization at the field level. Salesforce provides the ability to enable default data sensitivity level for fields. Once enabled it is updated on most of the fields on standard and custom objects. You can then create a report on data classification and analyze the data.

Does Salesforce classify data?

However, please do note that classifying data in Salesforce is just specifying who is the data owner, what is the sensitivity level and compliance categorization. Classifying data does not impact or drive any functionality in Salesforce. It just provides you specific fields to record the information.

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