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          Get Started with Anonymize for Salesforce

          Get Started with Anonymize for Salesforce

          The Anonymize application enables you to create anonymization templates for sandboxes. These templates disguise sensitive information by allowing you to select objects and fields for anonymization. A range of replacement options are available, tailored to the field type, for anonymizing the field data.

          Overview

          For each anonymization template that you create, you configure them by choosing the objects and their fields that you want to anonymize. Based on field type, a variety of replacement options for anonymizing the field data are available to select.

          Ways to Anonymize Data

          In a Salesforce data environment, the application provides you with two ways to anonymize data:

          • Standalone anonymize job - anonymize the data of a specific sandbox using a selected anonymization template
          • Anonymize as part of a seeding job - as part of the execution of a seeding job, you can first anonymize the data of the service that is defined as the Template Source in the seeding template, using a selected anonymization template. This gives you the ability to anonymize the seeding source's data - personally identifiable information (PII), sensitive information, classified information - before that data is copied to (seeded in) the destination. The Salesforce data source can be any of the following: a Production Org, or a sandbox

          UI Notes for Anonymize Application

          Customers who have purchased Own’s Anonymize application and its Recover product, note the following about the UI:

          • When the Anonymize application displays a list of your available services, that list always includes all services except for services that are in deleted status
          • Access the Backup tab to view the list of your services

          Customers who have purchased Own’s Anonymize application but haven't purchased it’s Recover product, note the following about the UI:

          • When the Anonymize application displays a list of your available services, that list always includes all services except for services that are in deleted status
          • Access the Services tab to view the list of your services

          Anonymize Application Requirements

          In a Salesforce data environment, the Anonymize application uses an authenticated user to access a particular sandbox and execute its various processing tasks. In order for an authenticated user to successfully execute these tasks, it must be assigned specific Salesforce processing permissions. For the list of these required permissions, see Salesforce Authenticated User Permission Requirements for Anonymize.

          • Salesforce Authenticated User Permission Requirements for Anonymize
            In a Salesforce data environment, the Anonymize application uses an authenticated user to access a particular sandbox and execute its various processing tasks. In order for an authenticated user to successfully execute these tasks, assign the required Salesforce processing permissions to the authenticated user used by the Anonymize application.
           
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