Run the Data Mask in Your Sandbox
- From the Data Mask Home tab of your sandbox, click the dropdown arrow for the masking configuration you want and select Run.
- Monitor the progress of a run by viewing the status message in the list view for the mask job that is running.
- To verify that the records are properly masked, manually spot check your sandbox data. Then you can grant more users access to the sandbox.
What is Salesforce data mask?
Keep all your data in Salesforce. Simplify your implementation and reduce maintenance costs with a 100% native approach. Data Mask keeps your data inside Salesforce, which means no external code, API calls, or external integrations. Choose how you want to mask your data.
How do I mask my data?
Choose how you want to mask your data. Replace data with random characters and numbers, data from built-in libraries, or user-specified patterns. You can also easily select the fields to be masked or simply deleted.
What happens when I Mark Fields for deletion in data mask?
When you mark fields for deletion, Data Mask transforms sensitive, readable sandbox data into empty sets. For example, suppose that you delete the Manager Feedback free-form text field on a custom object.
What is data masking and how does it work?
Let’s use data masking as the umbrella term for a collection of techniques that enable you to control how your data is stored and how it appears to users. Replace your identifiable data values with randomly generated values and you’ve anonymized the data.
Can you mask data in Salesforce?
Salesforce Data Mask is a powerful data security resource for Salesforce admins and developers. Instead of manually securing data and access for sandbox orgs, admins can use Data Mask to automatically mask the data in a sandbox.
How do I enable data masking in Salesforce?
You can configure the masking process in one of two ways....Or, configure the masking process in an existing sandbox.To create a masking configuration and select which data to mask, go to the App Launcher and click the Data Mask app. ... On the Home tab, select an option: ... Give or change the mask Name and Description.
How do I mask a field in Salesforce?
Follow the steps to create a new masking configuration:From the list of all standard and custom objects in your production org, select any objects that contain sensitive data that you want to mask. ... For each selected object, configure the masking rules for each of its fields. ... Click Save.
How do you mask data?
Here are several examples of data masking:Replacing personally-identifying details and names with other symbols and characters.Moving details around or randomizing sensitive data like names or account numbers.Scrambling the data, substituting parts of it for other parts from the same dataset.More items...
Is Salesforce Data Mask free?
Greatly appreciate the effort and time spent on this brilliant idea and delivery of Salesforce Data Mask which secure sensitive data in sandboxes. However I came to know that the feature is licensed based, rather than free.
How do I mask a phone number in Salesforce?
Data Mask appends the record ID to make the masked fields unique....The pattern must follow the following rules:%c = replace with lower-case letter (a-z)%C = replace with upper-case letter (A-Z)%d = replace with digit (0-9)%% = replace with % sign.%nd or %nc = replace with “n” number of digits or characters.
Does salesforce shield mask data?
4:366:32Salesforce Shield & Data Mask - YouTubeYouTubeStart of suggested clipEnd of suggested clipQuality data without exposing pii or customer information with data mask you can easily buildMoreQuality data without exposing pii or customer information with data mask you can easily build policies that obfuscate sensitive data in a permanent. Way so that you no longer have to worry about pii.
What is a pattern mask?
Abstract. Pattern masking is psychophysical paradigm used to study the spatiotemporal properties of the human visual system. In a typical experiment, a target stimulus is detected in the presence of a masker stimulus.
How do I encrypt a custom field in Salesforce?
Encrypt New Data in Custom Fields in Salesforce ClassicFrom the management settings for the object, go to Fields.In the Custom Fields & Relationships section, create a field or edit an existing one.Select Encrypted. All new data entered in this field is encrypted. ... Click Save.
What is data masking example?
Deterministic data masking involves replacing column data with the same value. For example, if there is a first name column in your databases that consists of multiple tables, there could be many tables with the first name.
What is data masking tool?
Data Masking Tools are protecting tools that avoid any misuse of complex information. Data Masking Tools eliminate complex data with false data. They may be used throughout application development or testing where end-user inputs the data.
Why do we mask data?
Data masking essentially ensures that only the people who need to see data can see it and that they only see it when they should. It's used to protect various types of data, including intellectual property, personally identifiable data, protected health data, as well as financial data, such as payment card information.
Protect customer data in Salesforce with data masking
As an organization you want to take care of your customers and their data.
Salesforce data mask challenge
Within Salesforce users or teams can design sandboxes for specific environments, such as development and testing environments. These sandboxes need data.
The solution
Together with our partner Valori we’ve created a solution to protect the customer data in development and testing activities. Valori is our training and implementation partner for several years now. Their focus over the last 30 years is on testing and quality and making sure that software delivered is of the expected value.
Multiple sandboxes
But what if you have several teams and you want to create several sandboxes or you need to maintain multiple environments? Many organizations still use the DTAP approach, having their development, testing and acceptance environments connected, but with Salesforce you can only create one full copy of production according the default settings in Salesforce.
Functional Integrity
Thanks to the joint efforts of DATPROF and Valori we were able to create this solution for Salesforce. During the first implementation by Valori on site at the customer the challenge became broader than just the anonymization and subsetting of data within Salesforce.
Summary
With the solution outlined above and shown in the demo video we’re able to reuse data from the Salesforce production environment and anonymize it. It doesn’t matter if you need one or twenty sandboxes – it can all be done.
What is data mask?
Data Mask uses platform-native obfuscation technology to mask sensitive data in any full or partial sandboxes. You can configure different levels of masking, depending on the sensitivity of the data.
What is data obfuscation?
Data obfuscation is a way to modify and ensure privacy protection for PI and PII data. You can mask a field’s contents by replacing the characters with unreadable results. For example, Blake becomes gB1ff95-$. Or you can convert a field into readable values that are unrelated to the original value. For example, Kelsey becomes Amber.
Can you restore data after deleting a sandbox?
Deletion can remove user ability to test some business processes, so be selective in choosing privacy assurance methods. Once data is deleted from a sandbox, it can’t be restored. This process does not affect your production data, so if you need to restore data, you can always refresh the data from production and create a new sandbox org.
Can you replace sensitive data in a sandbox?
You can replace sensitive data in your sandboxes with random characters, with similarly mapped words, or eliminate it. With Data Mask, customers don’t concede the rights and privileges associated with the privacy and confidentiality of production data when it’s replicated in a sandbox.
Can you unmask a sandbox?
Once your sandbox data is masked, you can’t unmask it. This process does not affect your production data, so if you change your mind, you can always refresh the data from production and create a new sandbox org. After you configure Data Mask, you can mask data sets as often as needed. As the sandbox data is masked, ...
Comply with data regulations
Sandboxes are true mirrors of production. But if your apps contain sensitive data, regulations require limited access for certain employees and contractors. Data Mask protects this data in any field or object — standard or custom — so your teams can test safely.
Keep all your data in Salesforce
Simplify your implementation and reduce maintenance costs with a 100% native approach. Data Mask keeps your data inside Salesforce, which means no external code, API calls, or external integrations.
Choose how you want to mask your data
Replace data with random characters and numbers, data from built-in libraries, or user-specified patterns. You can also easily select the fields to be masked or simply deleted.
Data in Required Fields Is Missing
All required fields must have data for Data Mask to finish running. A field that changes from optional to required can have data missing. The Data Mask is complete in such a scenario, but skips incomplete records.
Duplicate Rules
Masking certain records can be affected depending on duplicate rules set up for the object. Data masking skips records with existing data that conflicts with any duplicate matching rules. It also skips if there is a large number of records to mask and if replacing the data with library values inadvertently creates duplicates.
Managed Package with Workflow Rules and Triggers
Data Mask disables custom workflow rules and triggers created in the org running data masking, but it does not disable them if they are included in installed managed packages. An activated workflow rule, or an action set off by a trigger, can prevent Data Mask from completing.
Managed Package with Validation Rules
Data Mask disables validation rules created in the org running data masking, but it does not disable them if they are included in installed managed packages. It skips a record that failed validation and logs an error in the Run Logs.
Run in Serial Mode
Data Mask can skip records for objects that are part of a master detail or lookup relationship.
Why mask your data?
Once upon a time, all your data was on-premises, in a place you either owned or had physical access to. And that data was kept in systems you directly controlled and secured. And that data was used by your developers and testers who were employed by you and worked in your buildings, using your desktops and laptops.
What is data masking?
Let’s use data masking as the umbrella term for a collection of techniques that enable you to control how your data is stored and how it appears to users.
Anonymization
Replace your identifiable data values with randomly generated values and you’ve anonymized the data. If I turn “Richard Booth” into “hftwppfbvmkfex”, I’m confident no one will be able to work out that it’s meant to be a person’s name.
Pseudonymization
You pseudonymize your data by replacing a data value with a value that looks like it could be the real thing, but in fact is not. Why do this instead of anonymization? It helps with contextual recognition of data in processes.
Deletion
Don’t want anyone to see certain records or fields? Then delete them from your Salesforce development and testing orgs, or just don’t load them in the first place. Either way, the data loss risk for that particular subset of data through development and testing processes just became zero.
How is data masking different from encryption?
Your data can be encrypted in transit and at rest. Encryption in transit prevents unauthorized access to data while it’s moving from one place to another; for example, HTTPS traffic between Saleforce.com and your browser is encrypted so no one in between can snoop on the network traffic and steal the data moving between those points.
Next time
I’m writing this as we’re in the midst of a global crisis, all playing our part in battling the COVID-19 pandemic. I’m seeing organizations moving at pace to address some very serious and pressing issues.
