Start Masking Records

Data Masking Execution

Before starting the Data masking process, you’ll need to check a few things.

Ensure that the DM System Admin Permission Set is assigned to the user.

Note: If you are going for Bulk Deletion, then clone the “DM System Admin” permission set. The “DM System Admin Clone” permission set should have “Bulk API Hard Delete” system permission enabled. In Custom Metadata Types, the value of “Use Bulk API” should be “TRUE”.

Step 1: Initiate the Data Masking process

Click on ‘Run Masking’ on the Configuration page to initiate the masking process.

Step 2: Decide whether to ‘Mask All’ or ‘Mask Specific’ records

Once you click on the ‘Data Masking’ button, you will see two options with radio buttons

Mask All: Masking of All records

Mask Specific: Masking of  Specific object records

‘Mask All’ processes all objects that are added in the object masking and contain records.

Click on the ‘Run’ button to start the masking process for your batch.

‘Mask Specific’ allows you to select specific objects to be masked from multiple objects that are added in object masking.

Confirm the checkbox ‘Would you like to proceed with masking’ and Click on the ‘Run’ button to begin the masking of the batch.

Masking of records created by inactive User –

If a user wants to mask the records created by any user which is currently inactive then the user needs to assign one permission to mask those records.

Permission Name – Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions

Follow the path to assign this permission –

Setup -> Home -> User Interface ->Scroll Down and click on the ‘User Interface’ -> Go to section ‘Setup’ -> Check the checkbox as shown in the below screenshot

Dynamic Progress Banner – This is a progress banner that shows the masking progress stepwise and it gets changes dynamically as masking makes progress. It also shows the message when the masking gets completed or errored.

The masking cycle is now complete. You can check on the status of your execution in the ‘Execution Section’