Managing data regulation policies

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:

Policy	Description
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.

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.

	Three-model package			Legacy package
Functionality / Model	Redaction	Restriction	UI-based Replication	Trigger-based 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.
			Two commits to the InCountry platform (including record backup), one commit to Salesforce.	Two commits to Salesforce, one commit to the InCountry platform.
Page Layouts	InCountry Data Residency for Salesforce package can automatically swap the Salesforce field components with their InCountry component analogs. In the 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 saved to the InCountry platform; then, it is saved to the Salesforce database. Page layouts work with data from the Salesforce database. Trigger-based model.
	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.	Regulated (sensitive) data is first saved to the InCountry platform; then, it is saved to the Salesforce database. Page layouts work with data from the Salesforce database. UI-based model.
Reports	The Salesforce administrator can configure reports with regulated data through the InCountry report builder. 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.		No impact on native reports. Reports are generated on the basis of data stored in Salesforce.	No impact on native reports. Reports are generated on the basis of data stored in Salesforce.
	When using the mixed model setup, native Salesforce reports may display both clear-text and hashed values.
Dashboards	InCountry Data Residency for Salesforce uses resident 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. Resident functions are published on InCountry Portal and are further saved to the InCountry platform. The Salesforce administrator registers the published resident functions and assigns them to specific actions on Salesforce objects.		No impact on native dashboards. Dashboards are generated on the basis of data stored in Salesforce.	No impact on native dashboards. Dashboards are generated on the basis of data stored in Salesforce.
	When using the mixed model setup, native Salesforce dashboards may display both clear-text and hashed values.
Triggers	The code of triggers should be analyzed. Code snippets that modify or verify regulated data should be migrated to resident functions.	The Apex SDK should be used to implement some custom triggers.	If automatization reads PII fields, no impact. If automatization writes/modifies PII data, we need to use Apex SDK.	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.		If automatization reads PII fields, no impact. If automatization writes/modifies PII data, we need to use Apex SDK.	Implementation specifics are similar to triggers for each data regulation model in particular.
Validation	Validations on the frontend are handled automatically. For custom validations, resident 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 some custom validations.	No impact on UI-based updates.	Significant impact on UI-based and backend updates.
	Depending on the customer’s error handling implementation for backend and API-based updates, Apex SDK may be needed.
Search	You need to use the InCountry popup search (free option bundled within the package) or the federated search of Salesforce Connect (paid option). If keys are hashed the substring (fuzzy) search cannot be performed.		No impact.

Supported/unsupported field types for policy configuration

To make fields available for selection, they must be accessible and updatable.

Replication model

The following table lists both the supported and unsupported fields for the replication model:

Field Types that can be selected as Country Field	Field Types that can NOT be selected as Country Field	Field Types that can be selected as PII Field	Field Types that can NOT be selected as PII Field
Picklist Text Text Area Text Area Long Text Area Rich	Auto Number Formula Lookup Roll-Up-Summary Checkbox Currency Date Date/Time Email Geolocation Number Percent Phone Picklist (Multiselect) Text (Encrypted) Time URL	Auto Number Checkbox Currency Date Date/Time Email Geolocation Number Percent Phone Picklist Picklist (Multiselect) Text Text Area Text Area (Rich) Text Area (Long) Text Encrypted Time URL	Id fields (like OwnerId) Lookup Roll-Up-Summary Formula

Redaction/restriction models

The following table lists both the supported and unsupported fields for the redaction/restriction models:

Field Types that can be selected as Country Field	Field Types that can NOT be selected as Country Field	Field Types that can be selected as PII Field	Field Types that can NOT be selected as PII Field
Lookup Picklist Text Text Area Text Area Long Text Area Rich	Auto Number Formula Roll-Up-Summary Checkbox Currency Date Date/Time Email Geolocation Number Percent Phone Picklist (Multiselect) Text (Encrypted) Time URL	Checkbox Currency Date Date/Time Email Geolocation Number Percent Phone Picklist Picklist (Multiselect) Text Text Area Text Area (Rich) Text Area (Long) Text Encrypted Time URL	Id fields (like OwnerId) Auto Number Formula Roll-Up-Summary Lookup

Data restriction levels

The InCountry Data Residency for Salesforce package enables configuration of the data regulation policies for the two restriction levels, as follows:

Restriction level	Description
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 in the legacy package

1. On the menu, select Settings. The page with the app settings loads, as follows:

   

2. In the Select Object box, start entering the name of the Salesforce object for which you want to define the data regulation policy (for example, Lead).

3. Select the Salesforce object from the prompted options.

   

4. With the selected Salesforce object, click Add Policy. The Add Policy form opens.

   

5. 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 legacy package only.

6. 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 record type 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.

7. In the Behavior box, select the data regulation policy, as follows:

   • Replication

8. In the Destination Country box, select the code of the country for storing the regulated data according to the selected data regulation policy.

9. 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.

10. 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.

11. In the Source Field Value box, enter the value that is a criterion for regulating data. For example, 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 (US, RU, FR), country names (Russian Federation, United States), or any other variation of a country identifier (Russia, 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.

12. In the State Field box, enter the name of the field of the checklist type that indicates the current hashing status for the record’s protected fields. For the details on using this field, please check this FAQ article.

13. When complete, click Add.

Adding the data regulation policy in the three-model package

1. On the menu, select Settings. The page with the app settings loads, as follows:

   

2. In the Select Object box, start entering the name of the Salesforce object for which you want to define the data regulation policy (for example, Account).

3. Select the Salesforce object from the prompted options.

   

4. With the selected Salesforce object, click Add Policy. The Add Policy form opens.

   

5. 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 record type 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.

6. In the Destination Country box, select the code of the country for storing the regulated data according to the selected data regulation policy.

7. In the Behavior box, select the data regulation policy, as follows:

   • Redaction

   • Restriction

   • Replication

8. In the Formula Field Value box, enter the conditional expression in the JavaScript syntax. The conditional expression must contain the country identifier (in the ISO format or other equivalent). The conditional expression allows you to flexibly apply different data regulation policies depending on specific conditions (values of fields), for example cross-object data regulation policies.

   1. Formula example 1: Country_field__c == "se" && RecordTypeId == "0000031231312" In this example, the record with the RecordTypeId 0000031231312 and with the country identifier equal to "se" will be stored in the destination country.

   2. Formula example 2: FirstName == "John" && (Country_field__c == "sa" || Country_field__c == "Saudi Arabia") In this example, the record with the first name John and with the country identifier equal to "sa" or "Saudi Arabia" will be stored in the destination country.

   The country identifier (Country_field__c == "sa") is a criterion for applying a specific data regulation policy when you create or edit records in Salesforce. As country identifiers you can use the following country names and codes:

   • ISO country codes (US, RU, FR).
   • Country names (Russian Federation, United States).
   • Any other variation of a country name (Russia, Deutschland).

   The value stored within the field will be mapped to the country code you select in the Formula Field Value box. This configuration option is available at the record level only.

9. When complete, click Add.

Editing the data regulation policy

1. Select the Salesforce object which data regulation policy you want to modify.

2. Delete existing data regulation policy for the selected object.

3. Re-create the configuration from scratch according to your need.

4. When complete, click Save.

Deleting the data regulation policy

1. Select the Salesforce object which data regulation policy you want to delete.

2. Once its configuration loads, locate the policy type which you want to delete.

   

3. Click the Delete icon.

Deleting all policies

You can delete all data regulation policies configured for the currently selected Salesforce object.

1. 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.

1. Select the Salesforce object which all data regulation policies and PROTECTED fields you want to delete.

2. Click Delete All.