How Anonymization works

    Data Anonymization


    OwnBackup supports automatic data anonymization capabilities as part of the Sandbox Seeding tool.  This capability allows users to automatically anonymize several fields that may contain private/sensitive/identifiable information.

    OwnBackup will anonymize fields in the selected sObject(s) based on their Type, MaskType or Label and will use the appropriate anonymization functions to match that fields’ value format. For example, email type fields will be anonymized to values in email format.


    Technical Notes

    Retaining Distribution and Data Integrity  

    In order to maximize the data quality, a given value that is anonymized will be anonymized to the same value when encountered again on the same field type in the same Replicate Job, thus preserving the original distribution of values & data integrity.  
    For example, if in a certain Replicate Job, the Country field value was originally ‘Cuba’ and was anonymized to ‘Peru’, any future occurrences of ‘Cuba’ in a Country field for the duration of that Replication Job will remain ‘Peru’.


    Blank Values

    The following values are never anonymized:  Blank (empty string), NA, [not provided]

    Field Type Identification

    As Salesforce’s schema does not provide identification for all fields containing sensitive information, OwnBackup will use the following process to determine which fields to anonymize (and the appropriate matching anonymization functions):
    Address fields:  Street, City, State, Country, and Postal Code fields will be determined by their Label.

    Names: Account Name field will use a company name anonymization. Contact Name field will be anonymized via a person names anonymization function. Other Name fields will be anonymized as regular strings. FirstName and LastName field names will be anonymized accordingly.

    Personal identifiable information: Email, Phone and URL fields are identified by their corresponding field types.

    National ID numbers: Social Security Number, Social Insurance Number, National Insurance Number are identified via the “MaskType” property.  The ‘all’ MaskType field types are anonymized via the SIN anonymization function.

    Financial Credit card fields are identified via the ‘creditCard’ MaskType.

    Other: All encrypted string field types are also anonymized as string fields, according to their original length.


    Usage:

    1. Once the Replicate Job Preview tree is ready, click the ‘advanced option’ icon next to a parent sObject element.
    2. Next, check the box next to the ‘Anonymize’ option.
    3. The records in the selected step (for example 10 Tasks associated with Contacts) will be anonymized upon clicking “Update Preview”.
    4. Click “Start Replicate” to push all previewed data directly to the destination Org.


    Field History Tracking:

    When using the OwnBackup Anonymization tool, OwnBackup will be able to anonymize the records in the selected Salesforce Sandbox. This does not manipulate the Field History Tracking in Salesforce as History tables are Read-Only. If anonymizing data in a Sandbox with OwnBackup, it is recommended to disable Field History Tracking and re-enabling if required.

    You can turn off field-history tracking from the object’s management settings. Below is a Salesforce Article on how to disable Field History Tracking in your Sandbox. 

    https://help.salesforce.com/articleView?id=tracking_field_history_disabling.htm&type=5

     

     

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