Skip to content

Verify Opportunity Name field doesn't contain PII #508

Description

@minimalsm

Problem

The Grants Explorer publicly displays the Salesforce Opportunity Name field as the project name. Depending on how ESP names Opportunities, this could contain personal names, legal entity names, or other identifying information not intended for public display.

The Name field is the standard Opportunity name — often auto-generated or set by internal staff — and may follow naming conventions that embed personal information (e.g., "John Doe - Protocol Research").

If Opportunity names contain PII, this is a GDPR/CCPA exposure.

Action Needed

Confirm with the Salesforce admin that the Opportunity Name field is always a project name (not a person's name) for the record types in PUBLIC_RECORD_TYPES (Sponsorships, Proactive community grants, Financial support, Matching funds).

If not safe: Consider using a dedicated Public_Project_Name__c custom field, or adding a boolean Approved_For_Public_Display__c gate.

Context

Metadata

Metadata

Assignees

No one assigned

    Labels

    No labels
    No labels

    Type

    No type

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions