Cloning a Data-Masking Policy for Salesforce

Updated

You can clone an existing data masking policy to create a new one.

Caution: The changes that data masking makes to the data are irreversible and might destroy the data. Data masking is intended for restoring production data to a sandbox.

Procedure

  1. From the navigation pane, go to Protect > Applications > Salesforce.

    The Salesforce page appears.

  2. In the Name column, click the app.

    The app details page appears.

  3. In the upper-right corner of the page, click the action button , and then click Data masking policies.

    The Data masking policies page appears.

  4. For the policy that you want to clone, click the action button , and then select Clone.

    The Clone masking policy dialog appears, displaying the current configuration for the policy. The Policy name box displays the selected policy with "_Clone" added to the policy name. You can change this policy name.

  5. To mask additional objects and fields, click Add, and then add the objects and fields to mask:

    The Add configuration dialog box appears.

    1. From the Object list, select an object to be masked.

    2. From the Fields list, select the fields to mask.

    3. From the Type list, select the type of masking to use.

      If you selected more than one field, only the data-masking types that are applicable to all the selected fields are shown.

    4. If the data masking type requires inputs, enter the inputs:

      • If you selected Fixed string, in the String box, type the string to use as a replacement.

      • If you selected Numeric range, in the Min and Max boxes, enter the minimum and maximum values to use to generate the random number.

      • If you selected Numeric variance, in the Max percentage box, enter the maximum percentage to use to vary the data.

  6. Click Add.

  7. Click Save.

Data Masking Strategies for Data Types