Configure an Anonymization Template for Salesforce

After you create an anonymization template for Salesforce, then the new template is empty of objects to anonymize, and is in Edit mode. Configure the new template with the necessary objects and configure the fields to anonymize, with a replacement value.

1. In the Anonymized objects panel, click + Add. The drop-down menu of Seeding application-supported objects opens.
2. From the menu, select objects to add to the anonymization template. For fields that the Anonymize application recognizes as containing personally identifiable information (PII), the application automatically selects an appropriate Replace with option. You can modify the application-selected Replace with option.
   These objects are not supported and are therefore filtered out: IdeaComment, Vote, Users and any sObject that is not a custom sObject and starts with the Content prefix.
3. For each added object, select its fields that you want to anonymize. Use the Search for field and the Show field to find and display fields that you're considering anonymizing.
4. In the Search for field, enter field properties:
   1. A field name or part of a field name
   2. A field type, for example, string.boolean, string, or picklist. For the field type unique - you can use this field type in a search, only when the anonymize template is in Edit mode
   3. A compliance categorization
   4. A data sensitivity level
   You can search for multiple text entries using the Search for field. To do so, you must separate the multiple text entries either by a blank space or by a comma.
5. The Show field’s drop-down menu provides the following options from which to select:
   • Anonymized only: Only display those fields that are assigned to be anonymized.
   • Skipped only: Only display those fields that are assigned to not be anonymized (to be skipped).
   • Mandatory only: Only display mandatory object fields. Mandatory object fields display an asterisk (*) after their field name.
   • Mandatory & Skipped: Only display mandatory object fields defined with the value Skip in their Replace with field (such fields are not designated for anonymization/synthetic data generation).
   • All fields:Display all fields.
   • Field type: Display fields of any one of the following supported field type options: boolean, currency, date, decimal, double, email, encryptedstring, geolocation, int, percent, phone, picklist, string, text area, time, and url.
6. For each object field, either select or clear its Fill if Empty checkbox. By default, this checkbox is unselected. Selecting Fill if Empty causes the anonymize processing:

   If the field is found to be empty in an object record, anonymize processing assigns the field a value, which is based on the Replace with option selected for that field. For each object record having that same empty field, anonymize processing assigns that field a different, generated value, based on the Replace with option.

   When you select multiple object fields, the following Fill if Empty options are available to select from the Fill Empty drop-down in the displayed options dialog:

   • Current selection: Keep the existing setting of the Fill if Empty checkbox for all selected object fields - selected/cleared)
   • Fill all empty fields: Select the Fill if Empty checkbox for all selected object fields
   • Do not fill empty fields: Clear the the Fill if Empty checkbox for all selected object fields

   For additional option details, see Fill if Empty: Option Details.

7. For each field that you want to either anonymize or generate synthetic data, from its Replace with field's drop-down menu, select any one of the available options. Fields of different field types can have different options available in their Replace with field's drop-down list.
   Mandatory object fields display an asterisk (*) after their field name. For purposes of generating synthetic data, mandatory object fields must be defined with a replacement value and, therefore, can't be defined with the Skip option.
   The field type displays below each field name.

   Replace with Skip option - don't anonymize the field; skip it.

   Replace with Clear option - if it's valid for the field to be empty/unselected, then Clear is an available option for anonymizing the field. Anonymize processing clears the field of its existing value/selection

   For fields of type boolean (checkboxes):

   • Replace with Clear option - the Anonymize application clears the checkbox for all of the object's records
   • Replace with Check option - the Anonymize application selects the checkbox for all of the object's records
   • Replace with Random option - the Anonymize application randomly selects either clear (clears the checkbox) or check (selects the checkbox) for each of the object's records

   For fields of type Picklist, see Picklist Fields in an Anonymization Template.

   Fields of the following field types are not supported and are automatically assigned the Replace with Skip option:

   • multipicklist (multiple picklists)
   • Attachments/files - their actual content is not supported
8. To maximize data quality, a given value that is anonymized is also anonymized to the same value when encountered again on fields of the same field type in the same anonymize job, thereby preserving the original distribution of values and integrity.

   These required factors must be the same for this to function:

   • The replacement value selected in the template.
   • The field name (API name)
   • The original value

   For example, if the Country field value was originally Cuba, and is anonymized to Peru, every record in the same anonymize job, where the Country field value is Cuba is also anonymized to Peru.

9. For any object in the anonymization template, you can select multiple fields, and modify their value.

   Per object, select the checkbox located to the left of each supported field, or to select all supported fields, select the checkbox located to the left of the Fields column. When you select more than one field, a dialog box appears showing the number of fields selected, the field type, and the available replacement options.

   From the Replace with field's drop-down menu, select the available option that you want the selected fields to be replaced with. The drop-down menu only includes those Replace with options that are available across all the selected fields.

   Select Apply.

10. Click Save. Your content additions/modifications are saved in the anonymization template.
11. You can also click the revert icon. Your content additions and modifications aren't saved; anonymization template content reverts to what existed before your additions/modifications.

• Picklist Fields in an Anonymization Template
  For object fields of type picklist, the Replace with field provides options from which to select.
• Dependent Picklists
  When a field of type picklist (level 1) has one or more dependent child fields of type picklist (level 2 - level <n>), the UI updates the child fields' Replace with field option.
• Fill if Empty Option Details
  Some operational details of the Fill if Empty option you should be aware of.