Vault allows users to define data masking rules at the organization level, enabling secure data anonymization during operations such as backup or replication.
Creating Masking Rules
To create a new masking rule:
Navigate to the Masking Rules section and click New Masking Rules.
Select the Salesforce Org for which the masking rule will be created.
Select Org
Click Select Orgs to view and choose from the available orgs.
Click New Masking Rules to open the Masking Rule creation dialog.
New Rule Window
Fill in all required details in the rule creation form and click Save.
Rule Creation Form
Upon successful creation, a confirmation notification will appear.
Save Notification
Click OK. The newly created rule will now appear in the Masking Rules list.
Rules List
Created rules are globally accessible at the org level and can be selected during config creation.
Cloning Masking Rules
Users can clone existing masking rules to streamline future configurations and reduce repetitive effort.
