Data Detect

Salesforce Data Detect is a native data classification and discovery solution built directly within the Salesforce platform to help organizations identify, classify, and govern sensitive user and customer information residing across custom and standard Salesforce objects. By automating the discovery of sensitive data—including personally identifiable information (PII), payment card data, and medical records—Data Detect prevents data sprawl and strengthens enterprise privacy governance.

Operating natively within Salesforce without requiring third-party data egress or external processing infrastructure, Data Detect executes scheduled scans across platform records, custom fields, chatter feeds, and attached cases. Core capabilities include pre-configured and custom pattern-matching discovery rules, automated sensitivity tagging, field-level classification policies, and real-time compliance alerting. Security administrators receive consolidated dashboards detailing sensitive field locations and can trigger automated workflows to redact or encrypt sensitive records.

Enterprises in financial services, healthcare, and retail leverage Salesforce Data Detect to satisfy strict regulatory compliance mandates including GDPR, CCPA, and HIPAA. It integrates smoothly with Salesforce Shield, Platform Encryption, and Salesforce Privacy Center. Common operational use cases include identifying accidentally exposed Social Security or credit card numbers in support cases, validating data privacy classifications before launching new custom objects, and preparing comprehensive data inventories for privacy compliance audits.