Salesforce sandbox data protection

Protect Sensitive Data Beyond Production

Safely discover, classify and mask sensitive Salesforce data after sandbox refreshes—while giving teams visibility and control over every masking operation.

Designed for Salesforce teams managing sensitive data across non-production environments.

Privacy Guard / Control Centre

MASKING CONTROL PANEL

Fullcopy Sandbox

Protected

Sensitive fields

42

Objects covered

18

Last execution

Passed

Current masking job

68%
Contact

Email, Phone

Complete
Account

Address

Complete
Case

Description

Processing

The challenge

Production data shouldn't become a sandbox risk.

Salesforce sandbox refreshes can bring sensitive production information into environments used for development, testing and implementation. Managing that information manually can become complex as organisations scale. Privacy Guard provides teams with a structured way to discover sensitive fields, configure masking policies and execute controlled data-protection processes.

Sensitive Data Exposure

Production information may be copied into non-production environments during sandbox refreshes.

Manual Masking

Scripts and one-off processes can become difficult to maintain, monitor and audit.

Operational Complexity

Large Salesforce environments require repeatable protection without disrupting development and testing.

A structured approach

One platform for Salesforce sandbox data protection

Discover. Configure. Mask. Validate. Audit.

1

Discover

2

Configure

3

Protect

4

Validate

5

Audit

Core capabilities

Everything teams need to protect sandbox data

Purpose-built controls bring discovery, masking and operational visibility into one manageable experience.

PII Discovery

Scan Salesforce metadata to help identify fields that may contain personally identifiable or sensitive information.

Intelligent Masking

Configure masking and randomisation strategies for sensitive Salesforce fields.

Masking Control Panel

Create and manage reusable masking jobs across selected Salesforce objects.

Full & Delta Masking

Support complete operations and targeted processing when selected data needs additional masking.

Automation Control

Manage relevant Salesforce automation during masking to reduce unwanted processing.

Environment Protection

Restrict masking operations to authorised non-production environments.

Detailed Job Logs

Track executions, processed records, failures and detailed job information.

Controlled Access

Use Salesforce permissions to control access to sensitive masking operations.

How it works

From sandbox refresh to protected data

01

Discover

Scan Salesforce objects and identify fields that may contain sensitive information.

02

Configure

Select objects and fields and assign appropriate masking strategies.

03

Protect

Execute reusable masking jobs within authorised sandbox environments.

04

Validate

Review processing results and identify records requiring attention.

05

Audit

Maintain execution history and detailed operational logs.

Privacy Guard product experience

Data protection your Salesforce teams can see and control

A clear operational workspace helps teams move from discovery to validated outcomes without losing context.

Privacy Guard Product Experience
Privacy Guard PII Discovery and Review showing a completed scan and candidate objects

Masking strategies

Flexible masking for different types of data

Administrators can configure appropriate masking and randomisation strategies for email addresses, phone numbers, names, addresses, identifiers and custom sensitive fields based on organisational requirements.

Email transformationPreview

Original

john.smith@example.com

Protected

sandbox.x7k2@example.invalid
EmailPhoneNameAddressIdentifierCustom

Security by design

Protection with operational safeguards

Privacy Guard is designed around controlled execution within Salesforce environments.

Environment-Aware Execution

Help prevent masking jobs from running in unauthorised environments.

Permission-Based Access

Control who can configure and execute sensitive masking operations.

Operational Visibility

Maintain visibility into job status, processing results and failures.

Auditability

Maintain execution history to support operational governance.

Built for teams

Built for the teams responsible for Salesforce delivery

Salesforce Administrators

Configure masking policies and manage sandbox protection.

Developers

Work with safer non-production datasets.

DevOps & Release Teams

Integrate protection into environment-management processes.

Security & Data Teams

Improve visibility and governance around sensitive non-production data.

Refresh workflow

A protection layer between refresh and ready

Production
Sandbox Refresh
Privacy Guard
Discover Sensitive Data
Apply Masking Policies
Validate Results
Ready for Development & Testing

Ready to protect your Salesforce sandboxes?

See how Privacy Guard can help your teams discover sensitive data, automate masking and improve control over sandbox data protection.

Request a demo

See Privacy Guard in action

Tell us about your Salesforce environment and data-protection goals. We'll tailor the conversation to your team's needs.

Explore discovery and masking workflows

Discuss your environment-management process

See operational controls and audit visibility

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