Step 1: Create Masking Configuration

To add objects and fields for the masking process, you’ll need to create at least one Configuration.

Step 1: Navigate to the ‘Configuration’ tab. Click on ‘New’. 

Step 2: Enter a configuration name. We also recommend entering a description, but this is optional.

On this screen, you will also see the ‘Retry Count’ field. It is used to repeat the execution of DataMasker if an error has occurred while processing. It is a numeric field with an initial value of 0. If all the records are processed successfully and the value displays as “Completed” in the first execution, no additional executions will be performed. To see which executions were repeated, you can navigate to the ‘Retry Executions’ tab.

Step 3: Check all of the boxes in the ‘Delete Settings’ section. [If you select any activity in ‘Delete Settings’, the records of that activity will be deleted after the data masking execution completes.]

After setting up all Delete Settings, click on ‘Save’. 

Advanced Configuration

The ‘Advanced Configuration’ section offers two distinct features: ‘Notify Users’ and ‘Activate Users’.

1. Notify Users:- 

The ‘Notify Users’ feature allows users to get notifications after the successful execution of a masking batch. Simply add the username of any user who should be notified.

To add multiple usernames, separate each username with a comma.

  • After batch execution is complete, notifications will appear here at the bell icon.

2. Activate User:- 

When you create, refresh, or clone a sandbox, user email addresses are modified in your sandbox so that production users don’t receive automatically generated email messages from the sandbox. In your modified sandbox, user email addresses will now be appended with “.invalid”. If you want to activate these users, you need to input the user’s Email ID here. As a result, the “.invalid” is removed.

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