“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