Step 1: Lightning Record Page Assignment- Data Retention

Use this tool to schedule de-identification (aka Anonymization) of records based on your business requirements. This tool uses an existing De-identification mapping and a where clause to determine what records to be de-identify. Managing this information may be useful for Article 5 of GDPR. 

Note- Now Data Retention supports De-identification up to Nth level object records from CC version 3.0.3 and onwards.

Prerequisites – 

1. Users should have the “CC full access” permission set assigned.

2. At least one mapping should be there for data anonymization.

3. Lightning record page should be assigned to the user’s profile.

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Lightning Record Page Assignment –

Cloud Compliance provides different Lightning Record Pages. To use the Data Retention, the user can assign a Lightning Record Page for Data Retention and assign it to the appropriate user’s profile.

To assign the Lightning Record Pages user can follow the below steps

  1. Go to Object Manager and search for PrivSec Request Object, click on the ‘PrivSec Request’.
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Click on the ‘Lightning Record Pages’ as shown below
 

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  1. Now the user will see different Record Pages that the user can assign. In this case, the user can click on ‘PrivSec Request Record Page – Retention’
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Click on the View button

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  1. After clicking on the New button user will be redirected to the Lightning App Builder page.
    Click on the Activation button
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  1. Here user can click on the ‘APP, RECORD TYPE, AND PROFILE’ tab to select the application, record type, and profile for the selected Record Page
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Click on the ‘Assign to Apps, Record Types, and Profiles’ button as shown below.
 

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  1. Now User will see different applications so that the user can select the appropriate Application to which the user wants to assign the Lightning Record Page.

Here user needs to select the checkbox at the ‘Cloud Compliance’ application and click on the ‘Next’ button 
 

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Click on the ‘Next’ button
 

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  1. Now there will be several Record Types that user will see so that the user can select the appropriate Record Type.

Here User needs to select the ‘Retention’ as shown below and click on the ‘Next’ button
 

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  1. User can select the multiple profiles as per their business requirement, here we consider the System Administrator profile and then click on the ‘Next’ button
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  1. User can review assignments to check all the details are correct or not and then click on ‘Save’
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User can click on the back arrow to get back to the Object Manager.

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Now Lightning Record Page has been assigned for the Data Retention.

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