Policy Migration Examples | Salesforce Security Guide

Use these Condition Builder and Apex examples to help you migrate your legacy policies to the enhanced framework. Migrating involves creating a new enhanced policy that mimics the behavior of your legacy policy.

Available in: Salesforce Classic and Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Requires Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.

Before we dive into the Lead Data Export example that we’ve been using, let’s start with a simpler example to showcase the basic concepts.

Note

Simple Policy Migration Example
Learn the basics of policy migration with this simple example.
Lead Data Export Policy Migration Example
Learn how to create two enhanced policies that mimic the behavior of the legacy Lead Data Export policy, the running example in this guide. Also learn how to expand on the example with features of the enhanced transaction security framework.
Advanced Policy Migration Example
This example shows how to migrate a more complex policy.