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Protect User PII Data with Enhanced Personal Information Management

September 28, 2021 by Larry Tung Leave a Comment

In the Winter ’22 Release, we’ll roll out the ability to prevent external users, such as portal or partner users, from viewing personal information in your user records by enabling the Enhanced Personal Information Management permission. This permission replaces the less-configurable Hide Personal Information setting, which will be retired in the Winter ’23 Release. So, to help you prepare, let’s dive into the Enhanced Personal Information Management permission.

Protecting Your Users’ Data

To protect your external users’ data, Salesforce introduced security settings that let you control personal user information visibility. As an example, let’s say we have two external users, Astro and Codey. Astro can see and edit his own personal information, such as his address, email, and phone number. However, Astro can’t see Codey’s personal information. Similarly, Codey can edit his own personal information but not Astro’s.

Previously, you secured your external user’s personal information with Hide Personal Information,

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