---
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title: Create an Anonymization Template and Execute an Anonymize Job
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/seeding_o_and_anonymize_create_anonymization_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.seeding_o_and_anonymize_create_anonymization_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8139aaeff769561ef40249c02525bec2e559f0646b71314c0b6fd7bc3072e1cf
description: Create and configure an Anonymization template for Salesforce by specifying objects and sensitive fields with replacement values. Use the Anonymization template to mask sandbox data in a standalone anonymize job, or reference the Anonymization template in a seeding template to anonymize the source data prior to it being seeded.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Create an Anonymization Template and Execute an Anonymize Job

Create and configure an Anonymization template for Salesforce by specifying objects and sensitive fields with replacement values. Use the Anonymization template to mask sandbox data in a standalone anonymize job, or reference the Anonymization template in a seeding template to anonymize the source data prior to it being seeded.

Before beginning the creation process, we recommend that you read the following articles:

- [Get Started with Anonymize for Salesforce](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_get_started.htm&release=264.0.0&type=5 "The Anonymize application enables you to create anonymization templates for sandboxes. These templates disguise sensitive information by allowing you to select objects and fields for anonymization. A range of replacement options are available, tailored to the field type, for anonymizing the field data.")
- [Anonymize Feature Highlights](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_features.htm&release=264.0.0&type=5 "The Anonymize application provides its users with the ability to mask sandbox data. Masking data using Anonymize is accomplished by first creating and then configuring an anonymization template. There are several key Anonymize features that can help you configure the template.")

Create an anonymization template for masking data:

1. Start the process by signing in to your Backup & Recover Platform.
2. In the menu bar along the top of the UI, click Anonymize and then, in the Templates tab, click the + New Template… button.
3. In the article [Work with Anonymization Templates for Salesforce](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_working_with_templates.htm&release=264.0.0&type=5 "Anonymization templates in Own’s Anonymize application for Salesforce can be managed through various actions such as creating, configuring, cloning, deleting, and exporting. Objects that are included in both the seeding and anonymization templates can be anonymized as part of the seeding process.."), follow the procedure provided in the topic [Create an Anonymization Template for Salesforce](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_templates_create.htm&release=264.0.0&type=5 "When you create an anonymization template for Salesforce, then the new template automatically displays in the My Templates page, is empty of objects to anonymize, and is in Edit mode, meaning that its content can be modified.").
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_tip.png)
    
    Tip In the Description field of the New Anonymization Template dialog, we recommend listing those objects whose fields you want to mask. Focus on adding objects that contain PII/sensitive/classified information, for example, Contact.
4. With your newly created anonymization template displayed in the UI, configure it to address your organization’s specific data masking needs. Continuing in [Work with Anonymization Templates for Salesforce](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_working_with_templates.htm&release=264.0.0&type=5 "Anonymization templates in Own’s Anonymize application for Salesforce can be managed through various actions such as creating, configuring, cloning, deleting, and exporting. Objects that are included in both the seeding and anonymization templates can be anonymized as part of the seeding process.."), follow the procedure provided in the topic [Configure an Anonymization Template for Salesforce](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_templates_configure.htm&release=264.0.0&type=5 "After you create an anonymization template for Salesforce, then the new template is empty of objects to anonymize, and is in Edit mode. Configure the new template with the necessary objects and configure the fields to anonymize, with a replacement value.").
    1. While building your template, remember to periodically click Save so that recently applied updates are saved.
    2. The Configure an Anonymization Template topic provides a bunch of anonymize features to learn about:
        
        - Fill if Empty: Option Details
        - Picklist Fields in an Anonymization Template
        - Dependent Picklists
        - Defining Object Record Filters in Anonymization Templates
        - Viewing Object Record Filters
5. Now, execute your first anonymize job. You’re going to be executing a standalone anonymize job using your newly created anonymization template. Follow the procedure and explanations provided in [Define and Execute Anonymize Jobs](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_execute_job.htm&release=264.0.0&type=5 "After your anonymize templates are created and configured with the ‌objects and fields, you can proceed to execute anonymize jobs. The Anonymize application enables you to select the service data to be anonymized. The service data to be anonymized can be retrieved either from the live service or from service backups.").
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_important.png)
    
    Important Standalone anonymize jobs are typically used when either data seeding to a sandbox is not needed or has already been executed to that sandbox. So go ahead and mask PII/sensitive/classified data that already exists in a destination sandbox of your choosing.
    
    When considering disabling Salesforce automations in the Automations section of the <template name> window, take note of the following:
    
    - If you select to disable all automations, then all Validation Rules, Workflows, Triggers and Processes, with the exception of Triggers and Processes that are part of managed packages, are automatically disabled for the destination sandbox environment during anonymization processing and automatically re-enabled upon processing completion.
    - The anonymization job may take several more minutes to disable all Validation Rules, Workflows, Triggers and Processes.
    
    ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-own_from_salesforce-264-0-0-production-enus/8ac98673-ede2-4046-a41e-2d5c846f24ff/images/icon_warning.png)
    
    Warning If you abort an anonymize job before it has completed, anonymize processing cannot re-enable the selected automations that it previously disabled.
6. After clicking the Anonymize button, the UI displays the Activities tab. This tab contains an entry for your anonymize job that reports a bunch of details about the job. Read about the tab’s reported information in the topic [Define and Execute Anonymize Jobs](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_execute_job.htm&release=264.0.0&type=5 "After your anonymize templates are created and configured with the ‌objects and fields, you can proceed to execute anonymize jobs. The Anonymize application enables you to select the service data to be anonymized. The service data to be anonymized can be retrieved either from the live service or from service backups.") that is provided in the article. Also, read about [Anonymize Job Reporting](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_job_reports.htm&release=264.0.0&type=5 "Anonymize application processing generates reports about each executed, anonymize job. The Anonymization Report provides an overall summary about anonymization job processing and a breakdown of any specific warnings and errors that occurred. The Salesforce Automations Report reports about the Salesforce automations that were selected to be temporarily disabled for execution of the anonymize job, as well as automations that were not selected. Warnings and errors that occurred are also reported.").

Congratulations! Using your first anonymization template, you masked PII/sensitive/classified data that exists in a selected destination sandbox.

In addition to masking sandbox data by executing a standalone anonymize job, there is another way to accomplish sandbox data masking - execute an anonymize as part of a seeding job.

As part of the execution of a seeding job, you can first anonymize the data of the service that is defined as the Template Source in the seeding template, using a selected anonymization template. This gives you the ability to anonymize the seeding source's data - personally identifiable information (PII), sensitive information, classified information - before that data is copied to (seeded in) the destination. The Salesforce data source can be any of the following: a production org, or a sandbox.

For more information, read the topic [Work with Anonymization Templates for Salesforce](https://help.salesforce.com/s/articleView?id=platform.anonymize_o_working_with_templates.htm&release=264.0.0&type=5 "Anonymization templates in Own’s Anonymize application for Salesforce can be managed through various actions such as creating, configuring, cloning, deleting, and exporting. Objects that are included in both the seeding and anonymization templates can be anonymized as part of the seeding process..").