> For the complete documentation index, see [llms.txt](https://help.nightfall.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.nightfall.ai/salesforce/policies.md). # Nightfall Policies for Salesforce Learn how you can create policies for the Nightfall DLP for Salesforce. DLP policies are a set of rules that include specific conditions, actions, and exceptions that monitor and filter data. DLP policies also enable you to remediate any leakage of sensitive information from within your organization. * You can set up policies to scan data that is sent through some or all applications within your organization. * You can configure policies and choose to not apply them all the time. Before you define a policy, or a set of policies, we recommend that you define the objectives of each policy, which can then be fulfilled when you configure the policy. Here are a few important questions to ask before configuring your policies: * What data do you plan to monitor? * Where within the organization do you want to monitor? * What should be the scope of each policy? * What conditions must apply for the policy to match? * What exceptions/exclusions can be allowed? * What remediation actions should the policy take? You can configure policies on the Salesforce integration to determine which objects and fields must be monitored, and which ones excluded. You can also automate the remediation actions that you want Nightfall to perform on a policy violation. Configuring DLP policies on Salesforce involves the following steps: * [Salesforce App Selection](/salesforce/policies/integration.md) * [Configure Scope for Salesforce](/salesforce/policies/scope.md) * [Configure Detection Rules for Salesforce](/salesforce/policies/detection_rules.md) * [Configure Advanced Settings for Salesforce](/salesforce/policies/advanced_settings.md) * [Risk Score for Salesforce](/salesforce/policies/risk_score.md) * [Manage Salesforce Events](/salesforce/policies/events.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.nightfall.ai/salesforce/policies.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.