πŸ”— HubSpot KB Bridge: Scan and redact sensitive data

πŸ’‘ Core Capability

Scan and redact Sensitive Data to identify sensitive information stored in CRM activities such as notes, calls, tasks, emails, and meetings. Super Admins can run scans to detect flagged values and redact them when Sensitive Data is configured in the account. This reduces compliance risk associated with unintentionally stored financial or health data. If Sensitive Data isn’t turned on in your account, you can review the scan results.

πŸ› οΈ Key Operations & Headings Outline

  • Before you get started
    • Understand requirements
    • Understand limitations & considerations
  • Scan for Sensitive Data
  • Review Sensitive Data scan results
    • Mark values as non-sensitive
    • Redact values from an account
      • Related content

πŸ“‹ Subscription Availability

  • Marketing Hub Enterprise
  • Sales Hub Enterprise
  • Service Hub Enterprise
  • Data Hub Enterprise
  • Content Hub Enterprise
  • Smart CRM Enterprise
  • Revenue Hub Enterprise

πŸ”— WayCup Operations & Workspace Context

  • Active Projects & Client Notes:
  • WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

TIP

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