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Install the Managed Package in a Production Org

Data Mask is a managed package that you install in your production org. You can run the masking process from any new sandbox created from the production org. To install and use Data Mask, you must enable certain features in your production org and specify user permissions. After you install the package, Salesforce automatically upgrades it with new features and bug fixes. Data Mask currently supports API version 50.0.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions with the Salesforce Data Mask managed package (Legacy) add-on license.
Note
Note This content relates to the Data Mask managed package. Read about Accelerate and Anonymize in Own from Salesforce.

Ensure that your organization has the Data Mask User permission set licenses. To purchase more licenses, contact your Salesforce account executive.

  1. Enable MyDomain and Lightning Experience features in your production org.
  2. Follow the standard process for installing a managed package by using the Data Mask package link.
  3. Assign these permissions and profiles to your users in your production org.
    • Modify All Data user permission. If your user doesn’t have this permission or write access for the objects being masked, the masking process still runs, but those objects aren’t masked.
    • API Enabled user permission
    • System Administrator user profile

    If you manually add a user to your sandbox org who runs a data mask, assign the same permissions and profiles for that user.

  4. Assign the Data Mask User permission set license to your user.
  5. Assign the Data Mask permission set included in the installed package to your user.
  • Install in Existing Sandboxes
    To use Data Mask in sandboxes created before you installed the managed package in your production org, additional steps are required.
  • Add Configuration Security by Using Named Credentials
    If your organization requires heightened security when making configuration changes, enhance your Data Mask configuration security. Use a named credential with an Auth provider and a connected app to provide a secure connection to the Salesforce Metadata API. This feature is available in Data Mask version 4.2 and later.

See Also