Lookout Product Documentation

Find answers about using and optimizing Lookout products.

Enable CRM Content

For DLP scanning to work with Salesforce, you must enable the Enable CRM setting in Salesforce for all users. To enable Salesforce CRM content, sign in to your Salesforce account and perform the following steps:

  1. Using the Quick Find box at the top left, search for Salesforce CRM Content.

  2. From the search results, click the Salesforce CRM Content link.
    The Salesforce CRM Content settings box appears.
  3. Check the Enable Salesforce CRM Content and Autoassign feature licenses to existing and new users options.