---
schema_version: "1"
id: 6973e7bbdf8e2d187912253779d58230185f4bcba587bae3d08d55009b2a06fd
title: Create a Masking Policy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/data_mask_and_seed_creating_masking_policy.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.data_mask_and_seed_creating_masking_policy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed21d9f2a57fb284eae79147534d2f7cf1f61cb7bc9ba9a54ccf18ad3e28d1c4
description: Here’s how to create an initial masking policy to begin addressing your masking use case needs.
products:
  - Salesforce Platform
release: "264"
---
# Create a Masking Policy

Here’s how to create an initial masking policy to begin addressing your masking use case needs.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Salesforce Data Mask add-on license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d1718e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1718e74 ">To create a masking policy:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1718e74 ">
              <ul>
                <li>Data Mask And Seed User Permission Set License</li>

                <li>Data Mask And Seed User Permission Set</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

Access Data Mask & Seed’s Policies tab to create, view, edit, and delete masking policies for your production org, your sandboxes or both. Start by creating your initial version of a masking policy. After initial creation, you can always edit the policy and make enhancements to comprehensively address your masking use case needs.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-deploy_sandboxes-264-0-0-production-enus/654e51d1-6795-49fe-bd43-b5385950cf4a/images/icon_important.png)

Important Data Mask & Seed can mask object fields that are encrypted with Shield Platform Encryption’s Field Level Encryption (FLE). Note that masking processing modifies such object fields’ actual value saved in the Salesforce database, which results in a new encrypted data value.

To create an initial masking policy:

1. In either a sandbox or your production org, select the **Policies** tab. The Policies page opens in the All Policies view.
    
    When no masking policies are currently defined for the sandbox/production org, the Policies page displays empty.
2. In the Policies page, select **New Policy**.
3. In the New Policy dialog, enter the policy name, optionally enter a policy description, optionally select a locale from the **Locale** dropdown, and select **Continue**.
    
    The Locale setting determines the alphabet, language, and format that Data Mask & Seed uses when generating masked data for the policy's object fields. For example, a policy locale set to Spanish (Mexico) masks address fields with Mexican city and street names and formats phone numbers to match. Data Mask & Seed supports more than 35 language choices. The default locale is English (United States).
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-deploy_sandboxes-264-0-0-production-enus/654e51d1-6795-49fe-bd43-b5385950cf4a/images/icon_note.png)
    
    Note Each locale supports a limited number of masking values, and this limit varies by locale. As a result, masked fields in your policy may contain duplicate values.
4. In the Add Objects dialog, add objects to the policy by selecting each object’s associated plus sign (+). Control the list of objects that the dialog shows, as follows:
    1. Select to display objects of any type (both standard objects and custom objects)
    2. Select to display only standard objects
    3. Select to display only custom objects
    4. Select to also include the display of unsupported objects of the selected object type (unsupported standard objects, unsupported custom objects, or both)
5. After selecting a minimum of one object to add to your policy, select the **Add** button. The UI displays the policy page.
6. The policy is in Edit mode and you can modify its content.
7. n the policy page, select **Save** to save the new masking policy. Unsaved changes are lost when you navigate away from the page.
8. After saving, the masking policy is now in view-only mode.

#### See Also

- [Data Mask & Seed Policies Tab](https://help.salesforce.com/s/articleView?id=platform.data_mask_and_seed_policies_tab.htm&release=264.0.0&type=5 "Use the Policies tab to create, view, edit, and delete masking policies for your org.")
- [Run a Masking Job](https://help.salesforce.com/s/articleView?id=platform.data_mask_and_seed_run_masking_policy.htm&release=264.0.0&type=5 "After creating a policy in your sandbox that addresses your masking use case needs, you can then manually run a masking job using that policy to mask your sandbox’s object data.")
- [Scheduled Masking Policies](https://help.salesforce.com/s/articleView?id=platform.data_mask_and_seed_scheduled_masking_policies.htm&release=264.0.0&type=5 "After creating a policy in your sandbox that addresses your masking use case needs, you can then schedule masking jobs to be automatically run using that policy to mask your sandbox’s object data.")
- [Monitor Masking Jobs from the Jobs Tab](https://help.salesforce.com/s/articleView?id=platform.data_mask_and_seed_jobs_tab.htm&release=264.0.0&type=5 "Access the Data Mask & Seed Jobs tab to monitor running and completed masking jobs, view job details, and cancel jobs in progress. The Jobs tab is only available in sandboxes.")