You can mask a field’s contents by replacing the characters with unreadable results. For example, Blake becomes gB1ff95-$. Or you can convert a field into readable values that are unrelated to the original value. For example, Kelsey becomes Amber.
- From the list of all standard and custom objects in your production org, select any objects that contain sensitive data that you want to mask. ...
- For each selected object, configure the masking rules for each of its fields. ...
- Click Save.
How do I mask data in Salesforce?
Data Mask keeps your data inside Salesforce, which means no external code, API calls, or external integrations. Choose how you want to mask your data. Replace data with random characters and numbers, data from built-in libraries, or user-specified patterns. You can also easily select the fields to be masked or simply deleted.
How do I mask a field’s contents?
You can mask a field’s contents by replacing the characters with unreadable results. For example, Blake becomes gB1ff95-$. Or you can convert a field into readable values that are unrelated to the original value. For example, Kelsey becomes Amber.
How to remove custom fields from a Salesforce page?
Easy way would be 1st one because just creating custom object,salesforce would give you all standard functionality & good part is that you don't any code for doing it. Just remove it from page layout. Some fields cannot be removed. The work-around is overriding with visualforce page.
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.
How do I mask a text field in Salesforce?
0:384:13Textbox field mask and use mask value functionality - YouTubeYouTubeStart of suggested clipEnd of suggested clipA - and three numbers so the format would be something like this a pay - and then so now if it isMoreA - and three numbers so the format would be something like this a pay - and then so now if it is capturing a code or something you would type in NN. One two three.
How do I mask data in Salesforce?
Run the mask each time you want to replace or delete the data in your sandbox....Secure Your Sandbox Data with Salesforce Data MaskReplace private data in your sandboxes with random characters.Replace private data with similarly mapped words.Replace private data using pattern based masking.Delete sensitive data.
How do you mask a field?
Configuring masked fieldsSelect the Data fields tab (left hand side of the screen in the new Authoring environment)Drag and drop a Text field to place it where needed.Double click the Text field to bring up the field properties.Check the Masked field data checkbox.More items...•
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.
What is field masking Salesforce?
You then run the masking process from any sandbox created from the production org. The masking process lets you mask some or all sensitive data and ensures that the data is not replicated in a readable or recognizable way into another environment.
How do you mask data?
Here are a few common data masking techniques you can use to protect sensitive data within your datasets.Data Pseudonymization. Lets you switch an original data set, such as a name or an e-mail, with a pseudonym or an alias. ... Data Anonymization. ... Lookup substitution. ... Encryption. ... Redaction. ... Averaging. ... Shuffling. ... Date Switching.
How do I mask numbers in Salesforce?
Search across objects to quickly find objects to mask....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.
What is masked input field?
This is a masked input plugin for the jQuery javascript library. It allows a user to more easily enter fixed width input where you would like them to enter the data in a certain format (dates,phone numbers, etc).
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.
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.
What is Salesforce shield?
Salesforce Shield is a trio of security tools that helps you build extra levels of trust, compliance, and governance right into your business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.
What is Salesforce Shield encryption?
Shield Platform Encryption lets you control and rotate the key material used to encrypt your data. You can use Salesforce to generate a tenant secret for you, which is then combined with a per-release master secret to derive a data encryption key.
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.
Is field type the same as data type?
The field types remain the same , so any business processes that rely on specific data types function normally. You can also recognize the type of data and make informed decisions from the random data. Any sensitive information in the production environment remains confidential.
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, ...
How to Hide Fields
As we drift gently into another Spring, our spirits buoyed by the daily-increase in our allotted daylight, our rekindled ambitions reflected in the colorful buds of future flowers bursting against the bleary backdrop that too-long blanketed our Wintery world, admins everywhere find themselves shaking off the holiday haze and googling those things that “they definitely, definitely knew how to do just a few months ago”..
Getting Started
This question actually has a few answers depending on what you mean exactly by “hiding” fields, so we’ll run through all the possibilities. But all of the solutions start in the Object Manager, so navigate there first by clicking the cog in the upper right corner of your org and selecting “Set Up” from the drop down menu.
Masking Data to Protect Personal Information in Salesforce (Part 2)
Part 1 of this series covered why you might want to think about data masking and techniques for implementing it. In part II, we show you how to mask data in Salesforce and provide tips for getting your project started.
How to Mask Your Data in Salesforce
With data masking, you have two fundamental options: build it yourself or buy an off-the-shelf solution to do it for you.
Build it yourself
If your needs are simple and straightforward, and you have development resources available, the self-build options could be worth considering.
Buy an off-the-shelf solution
With any product you’re considering, check how and when it applies transformations to your data.
Best practices
No matter which technical solution you choose to mask your data, here are some best practices to consider when setting up your processes:
Next Steps
If you’re using real, production data in your development and testing processes, it’s probably time to speak to your information security and compliance teams. Consider these questions to kick the conversation off:
About the author
Richard Booth is a Customer Success Architect at Salesforce.org in EMEA. He helps nonprofit and higher education organizations make the best possible use of Salesforce technologies to deliver impact and support their mission. You can connect with Richard on LinkedIn.
Getting Started
“Deleting” Fields
- First, if it’s a custom field and you’re just trying to get rid of it, select “Fields & Relationships” from the left-hand column. Then, find the field you’d like to delete and click the menu arrow on the right-side of its row. Then select “Delete” from the drop-down menu. You’ll see a very serious pop-up letting you know that this action will also delete all dependent info for any dependent or controlli…
“Removing” Fields
- Ok, but let’s say you have a field that contains data you need (maybe you report on it, or it’s relevant to a third-party system, etc…, but your users never need to update it and they don’t need to see it on their screens in their day-to-day). In that case, to “hide” the field, we’ll just need to remove it from the Page Layout! So begin by selecting “Page Layouts” from the left hand column. Then s…
“Hiding” Fields from Users Or Profiles
- Alright, next up — hiding fields from individual users or profiles! This time, from the Object Manager, click on “Fields & Relationships”. Select the field you’re looking to modify. Then, select “View Field Accessibility”. From the drop down, select the field you’re interested in hiding. That will reveal a list of all your Profiles and their curren...
Use Record Types to Hide An Irrelevant Field
- Finally, one last way to hide a field is via Record Types! This is a good solution if you have multiple types of the same object that require different fields (for instance, if you manage residential and commercial properties and use a Property object, you might want to keep a record of “pets” or the like on your residential records, but that field would be unnecessary on the commercial records)…