Replacing the Salesforce Standard Elements

Replacing tabs within apps

note

These instructions are applicable to the redaction and restriction data regulation policies. If you are using the replication data regulation policy, skip these instructions.

In order to show records with protected fields according to the redaction data regulation policy, you need to hide standard Salesforce tabs from the app. This can be achieved in two ways:

configuring restrictions to tabs in user profiles
replacing standard tabs with customized tabs

Configuring restrictions to tabs in user profiles

Log in to Salesforce as a system administrator.
From Setup, click Users and then select Profiles.
On the list with user profiles, locate the profile which you want to hide standard tabs for.
Click Edit for this user profile.
On the list with tabs, locate the standard tabs which are used for showing Salesforce objects with protected fields.
Clear the boxes for these tabs.
Check the boxes for custom tabs with the components from the InCountry for Salesforce package.
When complete, click Save.

You may need to repeat the similar manipulations for other user profiles.

Replacing standard tabs with customized tabs

Log in to Salesforce as a system administrator.
From Setup, click Apps and then select App Manager.
On the list with apps, locate the app in which you want to replace the standard tabs with customized tabs and click Edit.
Within the app settings, select Navigation Items.
On the Selected Items list, locate the tab with standard components and select it, then click the Remove button.
On the Available Items list, locate the tab with customized components and select it, then click the Add button.
When complete, click Save.

Replacing the Create / Edit record forms for objects

note

These instructions are applicable to the replication data regulation policy only. If you are using the redaction or restriction data regulation policies, skip these instructions.

In order to comply with the data regulation policy, you need to replace the standard create and edit record forms with their customized variants containing components from the InCountry for Salesforce package.

Log in to Salesforce as a system administrator.
From Setup, click Objects and Fields and then select Object Manager.
On the list with objects, locate the Salesforce object which you want to replace the create and edit record forms and click this object.
Within the object parameters, select Buttons, Links and Actions.
On the list with these items, locate the New or Edit item, then click Edit.
Within the override properties, locate the Lightning Experience Override and Mobile Override properties.
For both properties, select the Lightning component option, and then select the c:SOjectUpsert value.
When complete, click Save.

You may need to repeat the same manipulations for other Salesforce objects with protected fields.