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Power User Toolkit: PII & Sensitive Data Detector

  • Writer: Kris Var
    Kris Var
  • Jun 13
  • 2 min read

Power User Toolkit, now includes the PII & Sensitive Data Detector—a no-code feature that lets you define and run custom data-sensitivity policies across your Salesforce org in minutes.



🚀 Key Features

  • New Policy Configurator– Choose any Salesforce object (e.g., Case)– Scan one or multiple fields (e.g., Description, Comments)– Select from built-in patterns:

    • Email

    • Phone

    • SSN

    • Passport

    • Credit Card

    • Driver License

  • Run & Abort Scanning Jobs– Kick off a policy scan across live records– Monitor progress in real time– Abort any in-flight job via the UI

  • Policy Execution Log– Auto-generated log with timestamps, record counts, and error details– Related Matches list detailing: field name, record ID, and which pattern(s) were detected

  • In-Record Highlighting– View matches directly on record pages, with each detected PII instance highlighted for easy redaction or masking



🔍 Why Power User Toolkit?

Benefit

Impact

Continuous Monitoring

Automate daily scans to maintain data hygiene and audit readiness.

Compliance Management

Align with GDPR, CCPA, HIPAA, SOX, FINRA without manual exports.

Permission Auditing

Leverage the Toolkit’s grid view to audit Profiles & Permission Sets.

No-Code Deployment

Business users configure and run policies in under five minutes.

Comprehensive Reporting

Export execution logs and match details for governance and audits.

🛠 How Power User Toolkit: PII & Sensitive Data Detector Works

  1. Install Power User Toolkit: Get it on AppExchange: Power User Toolkit on AppExchange

  2. Create a New Policy

    • Open the Policy Configurator

    • Select your Object (e.g., Case)

    • Choose one or more Fields to scan

    • Pick from built-in Patterns: Email, Phone, SSN, Passport, Credit Card, Driver License

  3. Run, Monitor & Abort

    • Click Run Policy

    • Watch the live Execution Log for progress and errors

    • If needed, click Abort Job to stop scanning immediately

  4. Review & Remediate

    • Drill into the Matches related list on the policy record

    • Click any entry to open the affected record

    • See PII highlighted in context—mask, redact, or relocate as needed

▶️ Demo Video


📈 Get Started Today

Secure your Salesforce org with the Power User Toolkit’s PII & Sensitive Data Detector—no code required. Install now!

 
 
 

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