Your Day
Three Compliance Scenarios Admins Own Every Day
Legal just forwarded a GDPR deletion request. It's been 15 days.
BEFORE CC
You're manually identifying every Contact, Case, Activity, and custom object that holds this person's data. You're emailing each system owner. You're trying to remember which custom objects have lookup relationships to Contacts. The 30-day GDPR deadline is approaching.
AFTER CC
Privacy Rights Automation handles the intake form, identity verification, cascade deletion sequence, and generates a GDPR-compliant audit report. You review and approve. Total admin time: 15 minutes.
The CTO just asked: 'Why do our developers have access to real customer emails in the sandbox?'
BEFORE CC
You know this is a problem. Every sandbox refresh copies production. You've been manually clearing a few obvious fields. But you know you're missing things, and you have no audit trail.
AFTER CC
DataMasker runs automatically after every refresh. All PII fields are replaced with realistic fake data. You review the masking summary report. The CTO gets a clean answer. And an audit log.
Finance flagged that your Salesforce storage is at 90%: mostly old records.
BEFORE CC
You know some records should be deleted but you don't know which, who owns the decision, or how to document compliance with GDPR's data minimization requirement. Manual deletion at scale is error-prone.
AFTER CC
Data Retention Manager evaluates records against your configured policies: 7 years for financial data, 3 years for marketing leads, 2 years for inactive contacts. Automated deletion runs on schedule. Finance sees storage drop. Legal sees a retention log.
Configuration
Point-and-Click Configuration
DataMasker masking rules
Field-by-field configuration via a table UI in Salesforce
Sandbox masking profiles
Save different masking configs for dev vs QA vs UAT sandboxes
Data Retention policies
Create policies by object type, age threshold, and jurisdiction
Privacy Rights workflows
Configure the request intake form, verification steps, and deletion sequence
Key Takeaways
Declarative masking rules configured in UI, no Apex code required to set up or modify policies
Sandbox refresh trigger: DataMasker runs automatically, admins never need to remember to run it
DSAR workflow managed entirely in Salesforce, no external tools, no CSV exports required
Retention policy UI: pick object, field conditions, retention period, runs on schedule
Audit log visible in Salesforce, admins can see every masking run, deletion batch, and DSAR event
Implementation supported: guided onboarding over Zoom, CC team never accesses your org directly
"I configured DataMasker without touching a single line of code. The masking rules are in a table. I just chose the fields and the substitution type. Took about two hours to set up the whole sandbox masking profile."
Salesforce Admin, Swiss Construction Enterprise
Frequently Asked Questions
What Admins Do Next
How DataMasker Works
Point-and-click masking rule configuration. No Apex. Runs on every sandbox refresh automatically.
DataMasker vs. Data Seeding Tools
Why masking beats seeding for GDPR/HIPAA compliance: native Salesforce, no external cloud.
Customer Case Studies
How admins at PenFed and European Insurance Company implemented DataMasker in 3 weeks.
See the admin interface in action
30-minute demo. We'll walk through configuring masking rules, retention policies, and privacy rights workflows: all point-and-click