reducing your data

Reducing data footprint directly reduces the cost and risks of potential data leaks and embarrassment, as well as benefits your organization.

“Organizations that fully realize the value of reducing
obsolete data, still struggle with how to do it.” 

In this article, we will discuss the 5 steps to reducing obsolete data.

Step 1 : Mask data in the sandbox

Protect your organization from exposing sensitive information in sandboxes to ensure security, compliance and trust

Sample Masking Policy: 

  • Ensure that customer data is not accessible in the sandbox. Remove unnecessary business sensitive data from sandboxes and delete/update any other data.


Step 2: Build consensus

Collaborate with internal stakeholders whose input produces a solid data reduction strategy

    • Run Salesforce data coverage tools like Cloud Compliance’s Personal Data Discovery or FieldTrip to get a snapshot of the ‘state of data’ in your Salesforce Org.
    • Share your findings and highlight the benefit of data reduction to your stakeholders

Step 3: Define policy

Determine retention policy based on a classification of your data


Step 4: Retain in production

Enforce and automate data retention policy to ensure security, compliance and trust

Typical Retention Policy:

  • Identify leads with no movement for 9 months. Remove (mask) their personal data after a year and delete the masked leads after another 6 months

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Step 5: Monitor & Minimize

Ensure coverage for changing data model and adopt a minimalistic data collection practice


  • Monitor policy enforcement and execution


  • Ensure coverage for changing data model

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