Cloud Compliance

Step 1: Update Custom Labels with Post Refresh Activities

*This step is Optional

Custom Labels:- Custom labels enable developers to create multilingual applications by automatically presenting information (for example, help text or error messages) in a user’s native language.

Prerequisites

Assign ”DM System Admin” permission to the appropriate user.

Solution

  • Navigate to the Configuration tab and open the configuration record.

DataMasker interface showing 'TestDM' configuration name highlighted

  • Now scroll down to the “Post Refresh Activities” section. To create a new Post Refresh Activity record, click on the Post Refresh Activities Tab.

Post Refresh Activities' tab highlighted in the Data Masker configuration setup on Salesforce.

  • Click on the New Button

'New' button highlighted in the Post Refresh Activities section of DataMasker in Salesforce.

  • A pop-up will appear where you will see two record types in which you can select Custom Labels and click on the Next button.

Custom Labels' option selected for new post-refresh activity in DataMasker, with 'Next' button highlighted

  • Second pop-up will appear. Enter the details to create a new Custom Label record.

New Post Refresh Activities form for a Custom Label in DataMasker with the 'Save' button highlighted.

  • Post Refresh Name – Name of Post Refresh Activity
  • Description – Description for Post Refresh Activity
  • Active – You need to check the Active checkbox.
  • Sequence – Sequence that decides which Post Refresh Activity will execute first.
  • Click on the Save button.
  • Now click on the Custom Label record that has been created.

CustomLabel' post-refresh activity listed in DataMasker's dashboard, marked as active and ready for execution.

This will open the detail page where you can find the two sections,

  • Post Refresh Activities

  • Post Refresh Activity Details

  • Click on the New button to create the Post Refresh Activity Details record.

Detail view of a Custom Label Post Refresh Activity in DataMasker with the 'New' button for adding details highlighted.

  • After clicking on the New button you will see two record types, user can select Custom Label and click on the Next button.

New Post Refresh Activity Details dialog in DataMasker, with 'Custom Label' selected and 'Next' button highlighted.

  • Now click on the Next button, and the detail page will appear where the user can fill in the required details.

There is an Edit action in Custom Label; users can update existing Custom Label records as per the business use case.

Refresh Activities list in DataMasker, showing a 'CustomLabel' activity with focus on configuration details.

Update Existing Custom Label

  • To Update the existing custom label you need to select the Edit action.
  • Click on the Custom Label that has already been created under the Post Refresh Tasks tab.
  • After clicking on Post Refresh Name, you can enter the name of the custom label that has been created or the existing custom label name, and then the new value that the user wants to replace it with.
  • Here, the user needs to change the Action Edit as shown in the screenshot below and click on the Save button.

Editing interface for Post Refresh Activity Details of a Custom Label in DataMasker, with the 'Save' button highlighted.

  • Navigate to -> Configuration section and click on the Run Post Refresh Activities button.

Run Post Refresh Activities' button highlighted in the DataMasker toolbar on Salesforce

  • Click on the Next button

Confirmation dialog in DataMasker for running post-refresh activities, with 'Yes' selected and 'Next' button highlighted.

  • Click on the Finish button,

Notification in DataMasker indicating the start of Post Refresh Activities with a Job ID and 'Finish' button highlighted.

  • Now, the user can check that the Custom Label record has been updated in the Custom Label list.

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