Record Compliance Categorization

Add Compliance Categorization to Your Contact Fields

Cloud Kicks needs to update their Contact field data to be in compliance with GDPR, PII, and HIPAA. Add compliance categorization to the contact fields.

  • Add compliance categorization to the Email field:
    • Compliance Categorization: GDPR
  • Add compliance categorization to the Phone field:
    • Compliance Categorization: PII
  • Add compliance categorization to the Birthdate field:
    • Compliance Categorization: HIPAA

In the Object Manager, find the Contact object. Select Fields & Relationships from the sidebar. Select the Email field and click on Edit.  Under Compliance and Categorization select GDPR and click Save.

Go back to the Contact fields and click on Phone and select EditUnder Compliance Categorization select PHII and click Save.

Go back to the Contact fields, select Birthdate and then select Edit.  Under Compliance and Categorization select HIPAA and click Save.

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