Configuring the PII Fields

PROTECTED fields (regulated fields) are fields that contain information that may be used to identify the person. Due to regulations of different countries, such information must be protected, and in some situations stored in the origin country.

For each Salesforce object, you can define the PROTECTED fields which contain the personal identifiable information (PII) or any sensitive information users choose to localize. Such fields will be processed by the app according to the configured data store policy.

Managing PROTECTED fields

The app lets you manage PROTECTED fields as follows:

  • Add PII fields for each Salesforce object

  • Delete the no longer needed PROTECTED fields for each Salesforce object

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

Settings

Here you need to select the Salesforce object which PROTECTED fields will be added for.

Adding PROTECTED fields

  1. Select the Salesforce object which PII fields you want to add.

  2. In the Select Field box, start entering the field name. Select the field from the prompted results.

    Select the field

  3. In the Hash Function box, select the hash function which will be applied to the value of the field.

  4. In the Lookup relationship box, enter the lookup relationship for the current field. In Salesforce this corresponds to the Lookup Relationship Name.

  5. In the Reference field box, enter the field name which value the current field will reference.

  6. In the Reference order box, specify the order in which fields are referenced. Use the comma to separate different fields from each other.

  7. In the Lookup api name box, enter the field name of the Salesforce object for making calls to Salesforce API. In Salesforce this corresponds to the LookupObjectApiName.

  8. In the Key box, select the key if available to make the field searchable in Salesforce. You can have up to ten searchable PROTECTED and regular fields per one Salesforce object. This setting defines the field value searchability against the object and key.

  9. Check the Need to hash box to enable the hashing for the PROTECTED field. By default, it it enabled automatically when you select the hash function.

  10. Check the Is Compound box to indicate that the field is comprised of multiple fields.

  11. Check the Is Country field box to indicate that the field contains information about the country.

  12. When complete, click Add Field.

The newly added PROTECTED field will appear on the list with other PROTECTED fields that attribute to the currently selected Salesforce object. These fields will be processed by the app and shown according to the configured data regulation policy.

note

While configuring fields, please consider the using of the proper hash function for a specific data format. For example, if you need to tokenize the email address, you should use uniqueEmailHash function. Otherwise, email address will not be properly handled by Salesforce. For names, use the uniqueHash function.

Deleting PROTECTED fields

note

You delete PROTECTED fields from the configuration of the InCountry for Salesforce app only. These fields will be preserved in Salesforce itself.

You can delete the not needed PROTECTED fieds from the data store policy for a specific Salesforce object. Such fields will be no longer protected by the app when showing their values in the interface of Salesforce.

  1. Select the Salesforce object which PROTECTED fields you want to delete.

  2. On the list with PROTECTED fields, locate the one you want to delete.

    Select the field

  3. Click the box with the down arrow and then select Delete.

If you want to delete all the fields from the current configuration of the selected Salesforce object, click Delete All Fields.

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