Reducing Salesforce data footprint directly reduces the cost and risks of potential data leaks and embarrassment, as well as benefits your organization.
Here are 5 easy steps to automate data retention & masking for your Salesforce Org.
"Organizations that fully realize the value of reducing
obsolete data, still struggle with how to do it."
In this article, we will discuss the 5 steps to reducing obsolete data.
Protect your organization from exposing sensitive information in sandboxes to ensure security, compliance, and trust.
Ensure that customer data is not accessible in the sandbox. Remove unnecessary business-sensitive data from sandboxes and delete/update any other data.
Collaborate with internal stakeholders whose input produces a solid data reduction strategy
Determine a retention policy based on a classification of your data
Enforce and automate data retention policy to ensure security, compliance, and trust.
Identify leads with no movement for 9 months. Remove (mask) their personal data after a year and delete the masked leads after another 6 months.
Ensure coverage for changing data model and adopt a minimalistic data collection practice:
Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup with inventive contributions recognized by a patent.
Because in the realm of data security, especially concerning Salesforce, understanding the holistic approach to data protection is not just beneficial – it’s essential.
Explores how data masking is key to strengthening your Salesforce security.
Disclaimer: To all readers, please note that this not legal advice, nor is this coming from Salesforce. This is strictly my personal opinion and perspective
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