Reference Article - Cloud Compliance

Skip to content

Data Retention
Data Mask
RTBF + Portability
Solutions
Resources
Customer Stories
Pricing
Knowledge base
Products

Menu

Data Retention
Data Mask
RTBF + Portability
Solutions
Resources
Customer Stories
Pricing
Knowledge base
Products

Data Retention
Data Mask
RTBF + Portability
Solutions
Resources
Customer Stories
Pricing
Knowledge base
Products

Menu

Data Retention
Data Mask
RTBF + Portability
Solutions
Resources
Customer Stories
Pricing
Knowledge base
Products

Install & Setup - DataMasker

Install & Setup - DataMasker

4

Step 1: Installing the DataMasker application
Step 2: Setup Assistant
Step 3: Track masking progress with the custom field ‘Masking Status’ (Optional)
Step 4: Get an Unlimited License (Optional)

Configure Masking Mapping

Configure Masking Mapping

11

Data Masking Using Action – Formula Field
Step 1: Create Masking Configuration
Step 2: Specify Object & Field Masking
Step 3: Start Masking Records
Step 4: Monitor Masking Performance
Advanced Configuration: Dealing with large data set (LDV)
Apex Action Masking
Considerations for Person Account Org
Considerations for Shield Org
Reactivate Automations
Data Masker -Import/Export Wizard

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

2

DataMasker Configuration Migration Between Orgs
Troubleshooting DataMasker

What's New in Data Masking

What's New in Data Masking

6

Release Note 1.27.1
Release Note 1.26
Release Note 1.24
Release Note 1.23
Release Note 1.22
Release Note 1.21

Install & Setup - MOPS HUB

Install & Setup - MOPS HUB

4

Prerequisites for Spoke App
Create Connected App for Hub and Spoke org linking
Prerequisites before Installing ‘Privacy-Security Hub’ App
Install Multi-Org Privacy-Security Hub from Appexchange

Configure Privacy Orchestration for Hub & Spoke Orgs

Configure Privacy Orchestration for Hub & Spoke Orgs

2

Perform ‘Right To Be Forgotten’ with Hub-Spoke Orchestration
Use Commands For Hub-Spoke Orchestration

Install & Setup - Data Minimization and Retention

Install & Setup - Data Minimization and Retention

4

Step 1: Install CC Privacy Suite from AppExchange
Step 2: Assign CC full access permission set
Step 3: Selection of Crypto Technique
Step 4: Enable Field History Deletion (Recommended)

Install & Setup - Consent Management

Install & Setup - Consent Management

4

Step 1: Install CC Privacy Suite from AppExchange
Configure Consent
List of Managed Package Fields on Standard Objects
Assign CC Guest User and CC Community (Logged In) User Permission set

Install & Setup - Privacy Right Automation

Install & Setup - Privacy Right Automation

4

Step 1: Install CC Privacy Suite from AppExchange
Step 2: Assign CC full access permission set
Step 3: Selection of Crypto Technique
Step 4: Enable Field History Deletion (Recommended)

Configure Consent & Opt-ins

Configure Consent & Opt-ins

20

Include URL rewriter class under on Self Service community
Individual Email Field Mapping
Individual Field Mapping
Journey Builder route
Managing Consents – Self Service Management – Cloud Compliance
DSAR RTBF – Self Service Management – Cloud Compliance
DSAR Portability – Self Service Management – Cloud Compliance
Privacy Management via User Friendly Preview URL link on Privacy Site
Privacy Management via Privacy Site URL on Contact and Lead
Consent Settings for Self Service Consent Management
Add Email Consent Link button on a standard object – Contact/Lead
Add custom lightning components to the Detail page of the Contact/Lead record
Consent Audit Log
Configure consent for displaying Audience Specific Consents Grids
Create Data Use Purpose for Consent Management
Custom Settings
Page Layout Assignment for Consent Management Object
Add Consent Self Service Visual-force Page to Experience Builder
Enabling Triggers
Grouping Rules for Individual

Integrate - APIs & Mar-Tech

Integrate - APIs & Mar-Tech

13

Create consent based on APEX API
Create Authorization Form Consent record using APEX API
Automate the default consent creation using APEX API
Retrieve the latest consent using APEX API
Invocable – Auto Consent Creation – Cloud Compliance
Marketing Cloud – Automation Studio
Marketing Integration Guide – Cloud Compliance
Pardot Integration – Cloud Compliance
REST API – Authorization Form Consent Creation – Cloud Compliance
REST API – Consent Creation – Cloud Compliance
REST API – Consent Retrieval – Cloud Compliance
Support For Marketo
Triggered Sends for Welcome email

Configure Retention Mapping

Configure Retention Mapping

4

Step 1: Lightning Record Page Assignment- Data Retention
Step 2: Creating Data Retention Rule
Step 3: Executing Data Retention Rules
Step 4: Creating Cross-Object Filters(COFi)

Go-live-Data Minimization and Retention

Go-live-Data Minimization and Retention

1

Import/Export Data Retention mappings

What's New in Data Minimization & Retention

What's New in Data Minimization & Retention

5

Release Note 3.4.2
Release Note 3.3
Release Note 3.2
Release Note 3.1.1
Release Note 3.0.3

Configure Right To Be Forgotten

Configure Right To Be Forgotten

7

Step 1: Lightning Record Page Assignment RTBF
Step 2: RTBF Mapping Creation
Step 3: Manage Tab – RTBF
Step 4: User Obfuscation – Special Case
Step 5: De-identification Support for Special Objects like Tasks, Events & Notes
Cloud Compliance Considerations for Person Account Org
Cloud Compliance Considerations for Shield Org

Go-Live-Privacy Right Automation

Go-Live-Privacy Right Automation

3

Troubleshooting Privacy Right Automation
Import/Export Data Portability mappings
Import/Export RTBF mappings

What’s new in Privacy Rights & DSAR Automation

What’s new in Privacy Rights & DSAR Automation

7

Release Note 3.4.2
Release Note 3.1.1
Release Note 3.0.3
Release Notes 2.28
Release Notes 2.20
Release-Notes-2.19
Release-Notes-2.11

Prior Release - Privacy Rights Automation (DSARs)

Prior Release - Privacy Rights Automation (DSARs)

11

Privacy Policy Creation
RTBF/ De-identification Mappings
Manage Tab – DSAR- Right to be forgotten
REST API – Verified Privacy Policy Link
APEX API – Cascade De-identification – Cloud Compliance
Data Migration Guide – Data Portability – Cloud Compliance
Data Migration Guide -RTBF /De-identification – Cloud Compliance
Manage Tab – DSAR Portability
REST API – Cascade De-identification – Cloud Compliance
REST API – Data Portability – Cloud Compliance
Assign Permission Sets to your Profile

Integrate - APIs & DSARs Automation

Integrate - APIs & DSARs Automation

9

REST API PrivSec for RTBF
REST API PrivSec for Data Portability
APEX API PrivSec for RTBF
APEX API – Data Portability – Cloud Compliance
Data Portability Process – Hub-Spoke Orchestration
APEX API – Verified Privacy Policy Link
APEX API PrivSec for Data Portability
Data Vault APEX API
Data Vault REST API

Reference Article

Reference Article

6

Step 3: Add Your Own Masking Patterns (Optional)
Step 9: Test Masking Coverage
Step 5: Masking User Records (Optional)
Enable Field History Deletion (Recommended)
Step 3: Assign Permission Sets to your Profile
Step 4: Assign Page Layouts

Configure Data Portability

Configure Data Portability

3

Step 1: Lightning Record Page Assignment – Data Portability
Step 2: Data Portability Mapping Creation
Step 3: Manage Tab – Data Portability

Whats New in Multi-Org Privacy Security Hub

Whats New in Multi-Org Privacy Security Hub

1

Release Note 1.1

Step 3: Add Your Own Masking Patterns (Optional)
Enable Field History Deletion (Recommended)
Step 3: Assign Permission Sets to your Profile
Step 4: Assign Page Layouts
Step 5: Masking User Records (Optional)
Step 9: Test Masking Coverage

Products

Data Retention
Sandbox DataMasker
Privacy Rights Automation
Multi-Org Privacy Security Hub
Consent Management
Personal Data Discovery
Policy & Notice Management

Solutions

GDPR
CCPA/CPRA
LGPD
Email Marketing
OmniChannel
API

Success

FAQs
Blogs
Pricing
Whitepapers
Knowledgebase
Customer Stories
Product Demo Videos

your privacy rights

Data Portability
Right to be Forgotten
Do not Sell my information

Cloud Compliance

Security Narrative

Service Level Agreement

End User License Agreement

Mutual Non Disclosure Agreement

©2022 Cloud Compliance app - All rights reserved. All statements for informational purposes only.

Facebook Twitter Youtube Linkedin Instagram