The content in this space is currently being migrated to the cloud. Any content edits must be made by a Knowledge Base admin until migration is complete.
To request content edits, please submit a request to the Strategic Operations Training Team and include the page URL and details on required edits.
A member of the Strategic Operations Training Team will reach out for clarity if needed.
Salesforce: Restricting Access to Confidential Data
Work with Data Governance and the Salesforce team to identify data and attachments with classification ratings of moderate or high confidentiality.
Access is restricted by permission sets that enable only authorized users to access those fields.
Data with a classification rating of high confidentiality (SSN and bank account numbers) information on attachments should be redacted if the information is not required.