Compliant - Legal Adherence

Learn more about Well-Architected TrustedCompliantLegal AdherenceData Privacy

Where to look?
Product Area | Location
What does good look like?
Pattern
Einstein | Einstein Trust Layer✅ Mask fields by compliance category The Einstein Trust Layer has been customized to mask fields based on your business rules and a field's compliance category
Einstein | Einstein Trust Layer✅ Mask fields by sensitivity level The Einstein Trust Layer has been customized to mask fields based on your business rules and a field's sensitivity level
Platform | Documentation✅ You have an up-to-date data dictionary containing field level names, descriptions, and classifications
Platform | Documentation✅ You have an up-to-date security matrix that identifies which users have access to what data
Platform | Documentation✅ You have up-to-date design documentation, including standards and diagrams for any automations created to address regulatory requirements
Platform | Org✅ All objects and fields that contain sensitive information or are subject to data privacy regulations have Compliance Categorization, Data Owner, Data Sensitivity Level, and Field Usage configured

Learn more about Well-Architected TrustedCompliantLegal AdherenceLocalization

Where to look?
Product Area | Location
What does good look like?
Pattern
Platform | Documentation✅ You have an org strategy that outlines where data will be stored and maintained to comply with all applicable data residency requirements
Platform | Documentation✅ You have an integration strategy that outlines acceptable scenarios and processes for replicating data across borders
Platform | Documentation✅ You have an analytics strategy that outlines the level of granularity reports and dashboards can contain at regional, national, and global levels

Learn more about Well-Architected TrustedCompliantLegal AdherenceData Privacy

Where to look?
Product Area | Location
What to avoid?
Anti-Pattern
Platform | Documentation⚠️ A data dictionary does not exist or has not been kept up-to-date
Platform | Documentation⚠️ Sharing and visibility documentation does not exist or has not been kept up-to-date
Platform | Documentation⚠️ Design standards, diagrams, and documentation for automations that address regulatory requirements does not exist or has not been kept up-to-date
Platform | Org⚠️ Objects and fields that contain sensitive information or are subject to data privacy regulations are missing configuration for Compliance Categorization, Data Owner, Data Sensitivity Level, or Field Usage

Learn more about Well-Architected TrustedCompliantLegal AdherenceLocalization

Where to look?
Product Area | Location
What to avoid?
Anti-Pattern
Platform | Documentation⚠️ You do not have an analytics strategy or your analytics strategy does not address data localization and residency requirements
Platform | Documentation⚠️ You do not have an org strategy or your org strategy does not address data localization and residency requirements
Platform | Documentation⚠️ You do not have an integration strategy or your integration strategy does not address data localization and residency requirements