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Sandboxes: Staging Environments for Customizing and Testing
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            Set Masking Rules

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            3. Sandboxes: Staging Environments for Customizing and Testing

            Set Masking Rules

            Set masking rules for standard and custom objects in your sandbox org.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions with the Salesforce Data Mask or Data Mask & Seed add-on licenses
            Note
            Note This content relates to Salesforce Data Mask. Read about Accelerate and Anonymize in Own from Salesforce.

            A user must have view access on objects to configure masking and modify access on objects and related fields to mask. A particular field may not be available for masking because of its type (currently picklist, formula, checkbox, and roll-up summary are not supported). External objects, platform events, and BigObjects are not supported.

            Important
            Important Choose the objects and the masking type to apply to its fields carefully. The choices that you make determine the speed of data mask completion.

            The following masking types are available:

            Masking TypeDescriptionSupported Field Types
            Replace with Random Characters Replaces sensitive data with random characters that are readable, but not recognizable. For date fields, specify earliest and latest dates. Text, Short Text, Phone, Date, Email, Fax, Date/Time, Address, URL
            Replace with Random Value Replaces sensitive data with random numbers that are readable, but not recognizable. Specify minimum and maximum values for the field. Percent, Number, Currency, Geolocation
            Replace all with True/False Replaces all boolean checkbox data with either True or False Checkbox
            Replace From Library

            Replaces sensitive data with random but recognizable data using one of these selected libraries:

            • First Name
            • Last Name
            • Company Name
            • Email
            • Street
            • City
            • Country
            • Country (Abbr.)
            • State
            • Postal Code
            • Phone Number
            • Social Security Number
            		 Text, Short Text, Email, Address
            Replace using Pattern

            Replaces sensitive data with data generated using a defined pattern. The pattern must follow the following rules:

            • %c = replace with lower-case letter (a-z)
            • %C = replace with upper-case letter (A-Z)
            • %d = replace with digit (0-9)
            • %% = replace with % sign
            • %nd or %nc = replace with “n” number of digits or characters
            		 Text, Email, Address
            Delete Deletes sensitive data entirely, leaving an empty data set

            Text, Phone, Date, Long Text Area, Email, Fax, Date/Time, Geolocation, Address, Percent, Number, Currency, URL

            This rule is not available for required fields, and is the only masking option available for long text fields which can hold a large amount of data, and masking them would slow down the masking process considerably.
             
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