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  • Products
      • Products
      • DataMasker – Protect Your Organization from Breaches and CCPA/CPRA Fines
        • Key Features
          • Get Sandboxes 3X Faster – Your sandbox prep time may be slowing down your releases!
          • Mask Your Own Way! – Masking data while keeping it relatable for your users is hard
          • What Happens In SFDC, Stays In… – Your InfoSec may not want another off-platform tool
          • Prevent Email Embarrassments – Automation accidents reduce confidence in your sandbox management
          • Turned On by DevOps❤️ – Running masking manually can cause delays in your sandbox readiness
          • Autopilot Your Remote Sites – Post-masking setup & configuration can burden your Admin team
          • Pricing – See the pricing and get one step closer to becoming a data privacy and secure organization.
      • Data Minimization & Retention – Limit breach exposure by reducing your data footprint
        • Key Features
          • Retention policy driven – Automatically enforce data retenion policies to reduce data privacy risks
          • Pinpoint Accuracy – Remove data with the precision needed to address complex business scenarios.
          • Anonymize. Don’t Encrypt! – Anonymization, your better alternative to Encryption
          • Delete or anonymize – Minimize with flexibility – Delete to free up space, or anonymize to preserve reporting
          • API enabled – Address complex data retention scenarios with API integration
          • Pricing – See the pricing and get one step closer to becoming a data privacy and secure organization.
      • Privacy Rights Automation – Automate Data Portability, Right To Be Forgotten (RTBF) and other Subject Access Requests (SAR)
        • Key Features
          • Pre-built Processes – Automate Portability document generation, data erasure and anonymization for RTBF requests
          • Privacy Orchestration Engine – Automate privacy rights across systems with the power of Salesforce integration
          • Self-service Privacy center – Empower customers to exercise their privacy rights
          • API First – Reduce total cost of ownership with our REST, APEX and invocable APIs
          • Identify verification – Trust but verify the identity of your data subjects
          • Pricing – See the pricing and get one step closer to becoming a data privacy and secure organization.
      • Multi-Org Privacy & Security Hub – Orchestrate processing of RTBF & portability DSARs across all Salesforce Orgs
        • Key Features
          • Orchestration at scale – Execute multiple RTBF/Portability DSARs seamlessly from a single Hub Org across various spoke Orgs.
          • Centralized and secure privacy – While managing data privacy across Multi-Orgs, we make sure to use the most secured authentication method.
          • Packed with Love and APIs – Rich set of APIs are useful to exchange information between External system -> Hub -> Spoke Orgs.
          • All-in-one dashboard – A single data inventory solution for all your apps
          • You go live faster. Turnkey deployment – From requirements gathering to deployment in a few weeks. Don’t ‘figure it out’.
          • Pricing – See the pricing and get one step closer to becoming a data privacy and secure organization.
      • Consent Management – Solve consent fragmentation with an enterprise-wide consent and communication preference repository
        • Key Features
          • Consent 360 – Preserve and enrich customer consent every step of their journey
          • OMNI-Channel Enabled – Respect customer communication preferences across all channels automatically
          • Segmentation preferences – Segment your customers and manage their communication preferences more granularly
          • Self-service privacy center – Scale consent and communication preference management with customer self service
          • Opt-in only Email – Comply with privacy and anti-spam laws by never emailing opt-out subscribers
          • Pricing – See the pricing and get one step closer to becoming a data privacy and secure organization.
      • Personal Data Discovery – Generate a personal data inventory and conduct Data Protection Impact Assessments (DPIA)
        • Key Features
          • Enterprise-wide Data Inventory – A single data inventory solution for all your apps
          • Salesforce-wide Data Inventory – Make data-driven compliance decisions by understanding your Salesforce data and usage statistics
          • PII Score – Assess data exposure risks with a PII score and probability analysis in one click
          • Intelligent Tagging – Reduce your data classification efforts with intelligent pre-identification of personal data
          • Multiple Regulation Support – Comply with every specific nuance of privacy laws for data inventory
          • Data Protection Impact Assessment (DPIA) – Centralize processes to identify, analyze and minimize data protection risks
      • Policy & Notice Management – Drive transparency and audit-readiness in your privacy disclosures
        • Key Features
          • Multi-region enabled – Build trust with region specific and local language privacy notices
          • Proof of acceptance – Secure evidence of acceptance for audit readiness
          • Omni-channel enabled – Offer consistent and interactive privacy messaging across any channel
          • Version control – Avoid policy fragmentation and keep track of previous versions
          • Business self-service – Enable the business to manage policy content without IT dependency
  • Solutions
      • Regulations
      • GDPR – Data privacy considerations on Salesforce customers checklist for General Data Protection Regulation compliance
        • Capabilities
          • Discover Personal Data – Article 6, 30, 32 Data Inventory, Record of processing activity (ROPA)
          • Automate Privacy Rights – Article 12, 15, 16, 17, 18, 19, 20, 21 Right of Access, Rectification, Erasure (Right to be forgotten), Restriction, Portability, Right to Object, Self-service Privacy Center
          • Manage Consent – Article 6, 7, 8, 22 Manage Consent, Communication Preferences, Automated Decision making including Profiling
          • Minimize Personal Data – Article 5, 32 Data Retention – Automated anonymize and delete
          • Manage Policy and Notices – Article 12, 13, 14 Data Processing Transparency – Disclosures, Notices etc.
          • Mask Sandbox Data – Article 32 Pseudonymize or Anonymize Personal Data to prevent Sandbox induced Data Breach
      • CCPA/CPRA – Operationalize CCPA/CPRA compliance for Salesforce with the most comprehensive Privacy Suite
        • Capabilities
          • Discover Personal Data – CCPA/CPRA Governance Data Inventory and Classification
          • Automate Privacy Rights – 1798.130, 1798.120 (a), 1798.135 (a) Data Access requests, ‘Do not sell’, Self-serve Privacy center
          • Manage Consent – 1798.135.(1)(2) Manage Opt-in/Outs, Consent and Communication Preferences
          • Minimize Personal Data – CCPA/CPRA Governance Data Retention – Automated anonymize and delete
          • Manage Policy and Notices – 1798.135.(1)(2) Data Processing Notices, ‘Do not sell’ link
          • Mask Sandbox Data – CCPA/CPRA Governance Pseudonymize or Anonymize Personal Data to prevent Sandbox induced Data Breach
      • LGPD – Operationalize LGPD compliance for Salesforce with the most comprehensive Privacy Suite
        • Capabilities
          • Discover Personal Data – Article 5, 37-40, 42, 43 Data Inventory and Classification
          • Automate Privacy Rights – Article 5, 6, 9, 10, 14, 17, 18, 19, 20 Data Subject rights for Access, Correct, Anonymize, Portability, Deletion and others, Self-serve Privacy center
          • Manage Consent – Article 8-10, 15, 18 Manage Opt-in/Outs, Consent and Communication Preferences
          • Minimize Personal Data – Article 12, 15 Data Retention – Automated anonymize and delete
          • Manage Policy and Notices – Article 8, 9 Data Processing Notices and disclosure
          • Mask Sandbox Data – Article 12, 15 Pseudonymize or Anonymize Personal Data to prevent Sandbox induced Data Breach
      • Integrations
      • Email Marketing – Connect Marketing Cloud, Pardot, Marketo, Mailchimp and others with Salesforce to sync subscription Opt-ins and offer preference self-service in every customer email
        • Capabilities
          • Marketing Cloud – Automation Studio, Data Extension and Cloud Compliance Privacy center deliver a consent aware customer journey
          • Pardot – Dynamic lists and Pardot automation with Cloud Compliance Privacy center take email subscription management beyond typical ‘unsubscribe’
          • Marketo – Smart campaigns and Cloud Compliance Privacy center add granular email subscription to respect opt-ins across both Marketo and Salesforce
          • Mailchimp – Automatically manage Audiences to Segments based on Consent dates with Cloud Compliance to send email campaigns instantly. Manage email subscription preferences based campaign membership in Mailchimp dynamically
          • Other Email Apps – Any app that connects with Salesforce can integrate with Cloud Compliance Privacy center and comply with subscriber preferences
      • Omni Channel – Extend Privacy compliant customer engagement and enable Privacy Rights self-service across SMS/Text, Social and Salesforce Einstein Chatbot
        • Capabilities
          • SMS/Text – Twillio, SMS 360, Mogli SMS and other AppExchange apps can access channel and purpose preferences before texting
          • Social – AppExchange apps for Facebook Messenger, WhatsApp, WeChat can integrate for consent based Social outreach with Cloud Compliance Privacy center
          • Salesforce Einstein Chatbot – Automate Privacy Rights requests via Einstein Chatbot and enable self-service for site visitors with an interactive user experience
      • API – Address your unique enterprise Data privacy integration requirements with Cloud Compliance APIs
        • Capabilities
          • REST (Salesforce Native) – Initiate, Access and update Privacy requests and consents from external systems with APIs built, hosted and securely authenticated via Salesforce security
          • APEX – Get Advanced control and programmatic logic with Apex using our Apex functions for common Data Privacy use cases
          • Invocable – Address complex use cases declaratively with Process Builders and Flows using our Invocable interfaces
  • Resources
  • Customer Stories
  • Pricing
  • Support

Step 5: Create the ‘Masking Status’ field

Specify How Records are Masked or Deleted

Install & Setup - DataMasker

Install & Setup - DataMasker

4
  • Step 1: Install DataMasker from AppExchange
  • Step 2: Get DataMasker License (For Paid version only)
  • Step 3: DataMasker-Setup Assistant
  • Step 4: Custom Metadata Settings: Capture Exception → True
Configure Masking Mapping

Configure Masking Mapping

7
  • Step 1: Create Masking Configuration
  • Step 2: Specify Object & Field Masking
  • Step 3: Start Masking Records
  • Step 4: Monitor Masking Performance
  • Step 5: Create the ‘Masking Status’ field
  • Step 6: Connect with Postman to avoid SOQL timeout
  • Apex Action Masking
Automate Post Refresh

Automate Post Refresh

2
  • Step 1: Setup Custom Labels for Auto-update
  • Step 2: Setup Remote Site Settings for Auto-update
Integrate - APIs & DevOps

Integrate - APIs & DevOps

2
  • Step 1: Run DataMasker from 3rd Party Tools via REST API
  • Step 2: Run DataMasker from DevOps – Copado
Go-live-Data Masking

Go-live-Data Masking

1
  • DataMasker Deployment
What's New in Data Masking

What's New in Data Masking

3
  • Release Note 1.23
  • Release Note 1.22
  • Release Note 1.21
  • Home
  • Docs
  • DataMasker
  • Configure Masking Mapping

Configure Masking Mapping

Specify How Records are Masked or Deleted

  • Step 1: Create Masking Configuration
  • Step 2: Specify Object & Field Masking
  • Step 3: Start Masking Records
  • Step 4: Monitor Masking Performance
  • Step 5: Create the ‘Masking Status’ field
  • Step 6: Connect with Postman to avoid SOQL timeout
  • Apex Action Masking
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Cloud Compliance is a proud Salesforce partner since 2018. We pledge 1% of our time, revenue and product to charity.

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