Evaluate Business Needs11% of the exam

Classifying data as Public, Confidential or Secure

How to place integration data in the Public, Confidential and Secure tiers, record the tier on each field with Data Sensitivity Level and Compliance Categorization, read it from middleware through FieldDefinition, and turn each tier into concrete controls such as data minimization and mutual TLS.

Official exam objective
Based on a given integration requirement, identify and classify data into Confidential/Secure/Public.

~7 min read · 9 practice questions ·

What the exam expects

  • Place a data element in the Public, Confidential or Secure tier from what it is (published catalog, personal data, regulated identifiers).
  • Map each tier to the protection an integration needs, from standard TLS to mutual TLS and exclusion from the payload.
  • Record sensitivity and applicable regulations per field with Data Sensitivity Level and Compliance Categorization, and align the picklist to company policy.
  • Classify many fields in bulk, and let middleware read classification programmatically.
  • Apply data minimization: send only the fields a consumer needs.
  • Key terms: Secure (the exam's highest, regulated tier; Salesforce's Trust guidance calls it Restricted); Data Sensitivity Level (field metadata stored as SecurityClassification); Compliance Categorization (field metadata naming regulations such as GDPR or PCI); data dictionary (catalog of what data you hold and where sensitive data lives); data minimization (collect and move only what the purpose needs).

Key facts

Highest tier examples
Detail
PHI, payment data, authentication credentials, SSNs (Restricted = exam's Secure)
Public tier control
Detail
Standard platform TLS in transit
Restricted data in integrations
Detail
TLS 1.2+ enforced by the platform, plus certificate-based mutual authentication you configure
Granularity
Detail
Classify at the field level; one record can hold several tiers
Availability
Detail
Data classification is in all editions and automatically enabled in all orgs
Permission to edit
Detail
Customize Application or Modify Data Classification
API name
Detail
Data Sensitivity Level = SecurityClassification on FieldDefinition
Upload limit
Detail
CSV of at most 10,000 rows: object, field, sensitivity level
Download limits
Detail
5 MB; only fields with a sensitivity value; first 2,000 records per value
High-risk flag
Detail
Mark a Data Sensitivity picklist value as High-risk level
Email default
Detail
Email field has a Confidential default sensitivity value
Sources for this section (3)
  • Why is a stored payment card number Secure while customer email is Confidential?
  • When does an integration need certificate-based mutual authentication on top of TLS 1.2?
  • Which tool classifies 3,000 existing fields at once from Setup?
  • Why classify at the field level instead of the object level?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

Keep reading with the Integration Architect pack

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  • All 25 lessons of the Integration Architect guide, with reading progress
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  • Inline practice questions and one-click topic practice (9 questions for this lesson)
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