The 5 steps to reducing your data footprint in Salesforce
“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
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