Safeguard privacy with Xetfer’s Salesforce data masking tool
Benefits of Salesforce data masking
Salesforce data mask benefits include enhancing security, improving compliance, and supporting effective testing while protecting sensitive information. Here’s how data masking in Salesforce delivers value:
Data security and privacy
Masking sensitive information reduces the risk of data breaches and safeguards corporate and customer data.
Compliance with privacy laws
Ensures adherence to regulations by protecting sensitive information in Salesforce sandboxes.
Realistic testing environments
Provides production-like test data while keeping customer information secure and anonymized.
Risk mitigation
Reduces vulnerabilities, supports application security, and enforces security best practices.
Accelerated migrations
Enables fast, secure migration of masked data for efficient sandbox seeding.
Organizational health
Improves overall security posture while protecting sensitive data.
What is data masking in Salesforce?
Data masking in Salesforce involves replacing sensitive information, such as personal or financial details, with anonymized values while retaining the data’s usability for testing and development. This ensures that non-production environments are secure and compliant with privacy regulations like GDPR and CCPA.
Our product, Xetfer, includes a powerful Salesforce data masking tool. Using it, you can streamline Salesforce data masking by automating the anonymization process, offering robust filters and templates to safeguard privacy while maintaining data integrity.
Why it’s important to mask data in Salesforce
Using realistic looking test data in Salesforce sandboxes is essential for effective development and testing, as it mirrors production environments. However, without Salesforce sandbox data masking, sensitive information like customer details can be exposed, creating security and compliance risks. Regulations such as GDPR and CCPA require stringent data protection, even in a non-production environment.
By implementing Salesforce sandbox data masking, businesses anonymize sensitive data while preserving the functionality of their test environments. This approach ensures compliance, enhances security, and supports high-quality testing and development processes.
Regulatory compliance
With Xetfer, you can ensure compliance with vital regulatory requirements and compliance laws such as these:
US Health Insurance Portability and Accountability Act (HIPAA)
EU General Data Protection Regulation (GDPR)
UK Data Protection Act (DPA)
California Consumer Privacy Act (CCPA)
Payment Card Industry (PCI DSS)
US Federal Information Security Modernization Act (FISMA)
Features of Salesforce sandbox data masking with Xetfer
Platform-native masking
Salesforce-native obfuscation methods mean there’s no need for external services or API calls.
Flexible field value replacement
Replace values with random characters, patterns, library values, or delete them entirely.
Masking rules for sandboxes
Create masking rules in production and clone them to sandboxes, eliminating rule duplication.
Data masking customization
Filter records to limit where masking rules are applied, ideal for large or complex datasets.
Fine-grained control of data masking
Gives detailed control over data masking rules to meet specific needs.
Irreversible data masking
Data obfuscation is irreversible and non-deterministic, ensuring that the original data cannot be restored.
Supplied as a managed package
Delivered as a managed package, ensuring automatic updates for new features.
High-performance masking
Ensures fast, accurate data masking even for large datasets.
Preserve realism and referential integrity
Maintains realistic test data and preserves relationships between objects.
Supported field types
Boolean (Checkbox)
Currency
Date
Time
Date/Time
Encrypted String
Number
Location
Multi-Pick List
Percent
Phone
Pick List
Text / Text Area
Double
URL
Geolocation
Types of data Xetfer can generate
Salesforce data masking implementation steps
Install Xetfer
And set up a migration template with field masking.
Define masking rules for sensitive fields
Choose to replace them using a file, generate values dynamically with Xetfer, or apply static values.
Execute the migration
And view the obfuscated data in the destination org.
Why Xetfer?
Compliance is safeguarded
Developers can seed Sandbox data using data masking to ensure sensitive data is anonymised.
More realistic testing data
Testers have reliable data for conducting multiple tests, such as hypothetical IF scenarios, stress and capacity load testing.
On-demand data uploads
Data uploads on-demand, not only in the standard 30 day sandbox refresh cycle, can save you time and costs.
Disaster recovery supported
Generating hypothetical datasets must preserve data relationships to accurately reflect real-world scenarios, such as growth or market expansion.
Reuse templates for efficiency
Create many different reusable templates for sandbox seeding, used repeatedly to streamlining your pipeline.
Accelerate multi-scenario testing
Different test groups can use their specific data subsets to run through multiple test scenarios more quickly.
FAQ
What is data masking software?
Data masking software is a solution designed to protect sensitive information by replacing it with realistic, but obfuscated data. This ensures that compliance-friendly testing environments are created, allowing developers to use data that mimics real information without exposing personally identifiable information (PII). By using data masking, organizations can ensure that their testing processes do not compromise data privacy compliance or violate security standards.
Why are data masking tools important?
Data masking tools are essential for safeguarding sensitive data, particularly in non-production environments like sandboxes. These tools are critical for Salesforce sandbox security, as they help obfuscate key information during development and testing. This prevents unauthorized access to sensitive records while enabling organizations to comply with regulations like GDPR and CCPA. Masking also ensures that realistic data can be used in development without the risk of exposing private information.
How do I choose the right data masking software?
When choosing data masking software, look for a solution that supports PII masking, offers flexibility for various data types, and allows for easy configuration of rules. The software should seamlessly integrate with your Salesforce environment and provide features like the ability to set up different masking levels. It’s also crucial to ensure the tool can help your team with sensitive data protection, keeping the information secure and compliant with privacy laws during testing and development.
What types of data should I be masking?
Any sensitive customer or employee data should be considered for masking, including personal identifiers, credit card details, and health-related information. Additionally, company-specific data such as sales revenue, phone numbers, and addresses should be masked to maintain confidentiality and support compliance-friendly testing. Masking this information ensures that development can proceed without compromising sensitive data and helps organizations comply with data privacy compliance regulations.
Started using Xetfer’s powerful Salesforce data masking tool
Download the Xetfer package today and start your free 30-day trial (no credit card required).