Customized Policy example: Monitor file download links with Social Security number

This example generates an alert when any Salesforce text file sharing link that contains a social security number is downloaded.

1. Enter a Policy Name and Description for the policy, e.g. "Text Files Monitors SSN".



2. Click on Activity drop down menu, and select the Download File option.



3. Scroll to the bottom, click On at Content Matching to reveal Data Patterns selection.
4. In Path field, enter .*.(txt|pdf|doc|docx|xls|xlsx)$ to monitor all text files downloads.



5. Click on Data Patterns drop down menu, and select DLP SSN.



6. Click on Share Level drop down menu, and select Anyone View Link.



7. Click Add Customized Policy to finish adding the policy.