The InCountry Data Residency for Salesforce package lets you configure the required data regulation policies for different Salesforce objects.
The package deals with the following:
Data regulation policies
Data restriction levels
Data regulation policies
The InCountry Data Residency for Salesforce package supports the three data regulation policies, as follows:
|Redaction||Regulated data is stored within the country of origin and cannot leave it. Data is saved to the InCountry platform only. Data requests from Salesforce in the country or origin are made directly to the REST API of InCountry’s Point-of-Presence in the country or origin. Regulated data is not saved to the Salesforce database.|
|Restriction||Regulated data is stored within the country or origin but can leave it in some cases when it is read. Data is saved to the InCountry platform. Data requests from the country outside the country of origin are made to the REST API of the InCountry’s Point-of-Presence in the country of origin. Regulated data is not saved to the Salesforce database.|
|Replication||Regulated data is first saved in the country of origin, then the data can be replicated to other countries. In this case, regulated data is saved to the InCountry platform and then it is replicated to Salesforce.|
The InCountry Data Residency for Salesforce solution lets you use only one data regulation policy for your objects per one Salesforce instance. The mixed usage of several data regulation policies will be supported in future releases.
Implementation specifics of data regulation models
This section outlines the specifics of each data regulation model, how they work, and their impact on the native Salesforce functionality when integrating the InCountry Data Residency for Salesforce solution. The following table highlights the details on the technical implementation of each data regulation model and lets you better understand what additional adjustments may be required on your side.
|Functionality / Model||Redaction||Restriction||Replication|
|Administration||In the administration section of the package, the Salesforce administrator can configure the data regulation model for required Salesforce objects on the object or record levels. The administrator can define what fields should be treated as regulated (sensitive) and the appropriate tokenization method per field for each Salesforce object.
The target country for record retention can be configured depending on the record attribution to a country determined by the Country field (or its analog).
|Data storage||Regulated data is stored on the InCountry platform in a particular country. Non-regulated data is stored in Salesforce.||Regulated data is stored on the InCountry platform. Replica of regulated and non-regulated data is stored in Salesforce.|
|Forms||InCountry Data Residency for Salesforce package can automatically swap the Salesforce field components with their InCountry component analogs. In-App Builder, the Salesforce administrator should verify each app screen with swapped components and ensure that all components were replaced correctly and adjust if needed.||Regulated (sensitive) data is first copied to the InCountry platform; then, it is saved to the Salesforce database. Forms work with data from the Salesforce database.|
|The redacted label is displayed instead of regulated data values if the user accesses the country's data record, which differs from the country of origin specified in the Salesforce record.
If the user can view regulated data, it is fetched from the InCountry platform and displayed directly in the browser using JWT authorization.
|The user can view the country's data record, which differs from the country of origin specified in the Salesforce record.|
|Reports||The Salesforce administrator can configure reports with regulated data through the native report builder of Salesforce. Then users can view and download reports containing regulated data on the Reports (Custom) tab. When users access these reports, the package pulls non-regulated data from Salesforce and regulated data from the InCountry platform. Then it combines this data to generate reports including regulated data.
The visibility of regulated data in the report is determined by the configured data regulation model for each Salesforce object used in the report.
Reports are working with data stored in Salesforce.
|Dashboards||InCountry Data Residency for Salesforce uses serverless functions to perform data aggregation locally in the country where the data records originate. The calculated/aggregated results are further visualized with a custom dashboard building library. Users can go to the report with regulated data and expand the chart section to view visual charts.
Salesforce functions are published on InCountry Portal and are further saved to the InCountry platform. The Salesforce administrator registers the published serverless functions and assigns them to specific actions on Salesforce objects.
Dashboards are generated based on data stored in Salesforce.
|Triggers||The code of triggers should be analyzed. Code snippets that modify or verify regulated data should be migrated to serverless functions.||The Apex SDK should be used to implement custom triggers.||No impact in most cases.
If some legacy code is used, Apex SDK should be integrated to handle such scenarios.
|Workflows||Implementation specifics are similar to triggers for each data regulation model in particular.|
|Validation||Validations on the front end are handled automatically. For custom validations, serverless functions are used as they are executed on regulated data on the server-side in the country where this data is stored.||The Apex SDK should be used to implement custom validations.||No impact.|
|Search||You need to use the InCountry popup search or the federated search of Salesforce.
If keys are hashed the substring search cannot be performed.
Data restriction levels
The InCountry Data Residency for Salesforce package enables configuration of the data regulation policies for the two restriction levels, as follows:
|Object-level||This configuration is used when some objects within your Salesforce instance are attributed to one country, while the others are attributed to another one, for example, Account > US, Contact > RU. This configuration if overridden by the record-level configuration.|
|Record-level||This configuration is used when you need to specify the country of origin at the record level. When using this configuration, you need to provide the Salesforce field that contains the country code (for example, Account records > Country_c, Contact Record > Country2_c). This configuration overrides the object-level configuration if any was defined.|
Adding the data regulation policy
Your account must be associated with the InCountry Admin user to view this section.
On the menu, select Settings. The page with the package settings loads, as follows:
In the Select Object box, start entering the name of the Salesforce object which you want to define the data regulation policy for (for example, Lead).
Select the Salesforce object from the prompted options.
With the selected Salesforce object, click Add Policy. The Add Policy form opens.
In the Precedence box, you can view the priority of execution for the current policy. You cannot change this value as it is incremented automatically. This parameter is supported in the replication policy only.
In the Type box, select the restriction level that you want to apply to the selected Salesforce object, as follows:
Object - the data regulation policy is applied to the selected Salesforce object. In this case, the Salesforce object of the
recordtype is attributed to the selected country, while all the other Salesforce objects may relate to the country defined by their object regulation policies.
Record - this configuration overrides the object-level configuration. In this case, for each record of a specific Salesforce object, you can specify the appropriate country of origin.
In the Behavior box, select the data regulation policy, as follows:
In the Destination Country box, select code of the country for storing and processing the regulated data according to the select data regulation model.
Move the Controlled By Parent toggle right to enable the inheritance of configuration from the parent object if applicable. If there is no parent object for the current Salesforce object leave it as is.
In the Source Field box start entering the name of the field which contains the country value (not necessarily in ISO format). The package will use the value of this field as an alias.
In the Source Field Value box, enter the name of the country as you specify it while creating or editing records of this Salesforce object. This way the InCountry Data Residency for Salesforce package will use the stored value as an alias for determining what country data should be written to. Here you can use ISO country codes (
FR), country names (
United States), or any other variation of a country identifier (
Deutschland). The value stored within the field will be mapped to the country code you select in the Destination Country box. This configuration option is available at the record level only.
When complete, click Add.
Salesforce Lightning supports the redaction, restriction, and replication data regulation policies. Salesforce Classic supports the replication policy only.
Take advantage of data regulation policies
You can use data regulation policies to configure distribution of records between countries according to the pre-defined criteria (values of fields). This way you can save records to one country if their field has a specific value and other records in another country if their field has another value. You need to select the required field in the Source Field box and enter the value that will be checked prior to the record transfer to the required country.
The Precedence option regulates the order of executing policies. By default, policies are checked starting from '1' and then going down. But here you need to consider that the policies configured at the record level will override policies configured at the object level.
For example, we have the following list of policies:
1: Object-level policy A
2: Record-level policy B
3: Object-level policy C
4: Record-level policy D
5: Record-level policy E
The package will execute these policies in the following order:
2: Record-level policy B > 4: Record-level policy D > 5: Record-level policy E > 1: Object-level policy A > 3: Object-level policy C.
Editing the data regulation policy
Select the Salesforce object which data regulation policy you want to modify.
Delete existing data regulation policy for the selected object.
Re-create the configuration from scratch according to your need.
When complete, click Save.
When you change the country for a specific data regulation policy of the object, the InCountry Data Residency for Salesforce package performs data migration to the newly selected country. Please consider this while modifying the settings of the data regulation policy.
Deleting the data regulation policy
Select the Salesforce object which data regulation policy you want to delete.
Once its configuration loads, locate the policy type which you want to delete.
Click the Delete icon.
Deleting all policies
You can delete all data regulation policies configured for the currently selected Salesforce object.
- Click Delete Policies.
Deleting all data regulation policies and PROTECTED fields for the object
You can delete all data regulation policies and PROTECTED fields configured for the currently selected Salesforce object.
Select the Salesforce object which all data regulation policies and PROTECTED fields you want to delete.
Click Delete All.
Once you have configured all the data regulation policies and PROTECTED fields for Salesforce objects, you can instantly synchronize them between Salesforce and the InCountry Platform. In this case, the synchronization mechanism will transfer the regulated data from Salesforce to the InCountry Platform for all the records of a specific Salesforce object.
Select the Salesforce object which records you want to synchronize.
Click Run Sync.
Wait for a while as it may take some time to synchronize records.
After the data synchronization, regulated data may be shown as tokenized when using the redaction policy.
The status of data synchronization will be shown in the Runned Jobs block and in the Apex Jobs section. If the data synchronization is interrupted by the occurrence of an error, please check the configuration of your data fields or contact the InCountry support team.
Upon a successful data synchronization, an email with synchronization details will be delivered to your mailbox. After the data synchronization, you can proceed to the management of records within the synchronized Salesforce object.