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            Mask, Delete, or Retain Data with Data Management Policies

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            Mask, Delete, or Retain Data with Data Management Policies

            Data privacy laws such as the General Data Protection Regulation (GDPR) requires businesses to minimize the amount of personal data stored. For the data that businesses choose to store, they can be required to pseudo-anonymize or anonymize that data as much as possible. To stay compliant with privacy law, businesses can use the Data Management Policies feature in Privacy Center to automate how data is deleted, masked, or retained.

            Required Editions

            Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Privacy Center license.

            Data management policies use the Privacy Policy object to execute masking and deletion transformation actions that you set for targeted data. You can also retain the processed records by copying them to an external data store. For each top-level object in your Data Management policy, you create one or more actions. Each object action includes:

            • Criteria to filter and identify the records to be processed
            • An object transformation action to mask or delete
            • Field and file-level actions to mask or delete
            • Optional retention actions for the processed records

            The filter criteria are based on the fields on the object. The criteria also support the ability to define parent conditions, where the filter checks the value of a related record up to 5 levels higher in the hierarchy. You can also define criteria on child records, which have a lookup or master-detail relationship to the current record by using cross-object queries.

            • How to Use Data Management Policies
              Use Data Management policies to remove or mask data that you no longer want to store. Common reasons to transform data include when a data subject is no longer a customer or when data has aged out of use in your system. Included are examples of how to use Data Management policies for these use cases.
            • How to Configure Data Management Policies
              Learn how to configure a Data Management Policy with our step-by-step guide.
             
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