Overview
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.
Step 1 : Mask data in the sandbox
Protect your organization from exposing sensitive information in sandboxes to ensure security, compliance, and trust.
Sample Masking Policy:
Ensure that customer data is not accessible in the sandbox. Remove unnecessary business-sensitive data from sandboxes and delete/update any other data.
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Step 2: Build Consensus
Collaborate with internal stakeholders whose input produces a solid data reduction strategy
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Run Salesforce data coverage tools like Cloud Compliance’s Personal Data Discovery or FieldTrip to get a snapshot of the ‘state of data’ in your Salesforce Org.
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Share your findings and highlight the benefit of data reduction to your stakeholders
Step 3: Define Policy
Determine a retention policy based on a classification of your data
Step 4: Retain in production
Enforce and automate data retention policy to ensure security, compliance, and trust.
Typical Retention Policy
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.
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Step 5: Monitor and Minimize
Ensure coverage for changing data model and adopt a minimalistic data collection practice:
- Monitor policy enforcement and execution
- Ensure coverage for changing data model
Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup with inventive contributions recognized by a patent.