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Securing the Conversation: Implementing Data Masking in Salesforce Messaging for Web
May 3, 2025
Sensitive Data Rules can be configured to mask or hide or remove sensitive information in the Salesforce Messaging for Web Messaging Sessions.
Blog Post:
https://www.infallibletechie.com/2025/05/securing-the-conversation-implementing-data-masking-in-salesforce-messaging-for-web.html
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0:06
hello everyone in this video we are
0:09
going to
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see how to secure the conversation when
0:13
we are making use of Salesforce
0:15
messaging for web if you are making use
0:18
of Salesforce messaging for web feature
0:21
and then if you want to remove or mask
0:26
sensitive information in the
0:28
conversation then we can make use of
0:31
sensitive data rules in Salesforce setup
0:35
we have sensitive data rules which can
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be configured using regular expression
0:41
and then we will be able to either
0:43
replace or we will be able to remove the
0:45
text which are very sensitive in the
0:48
conversation
0:51
the first step is go
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to sensitive data rules for enhanced
1:04
channels so if you go to this uh in
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Salesforce setup make sure sensitive
1:10
data rules is toggled on if this is not
1:14
enabled or toggled on make sure it is
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toggled on so enable this and then we
1:21
should be able to click the new button
1:23
and then we will be able to configure
1:24
the sensitive data
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rules here we have to give the name the
1:31
developer name will be automatically
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getting populated give a description for
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your sensitive data
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rule important thing here is this active
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checkbox should be enabled if this
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active checkbox is disabled then the
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sensitive data rule will not get invoked
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or triggered or
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fired in the patterns we have to make
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use of regular
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expressions in the action we can make
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use of either remove text or replace
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text we can
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control for which role it can enforce
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this particular
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uh sensitive data rule for example if I
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select agent then it is only for the
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agent if it is for the visitor then it
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will be only for the website visitor if
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it is for the supervisor then it is only
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for the omni channel supervisor if I
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select bot then only the bot
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transactions will if it contains the
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sensitive information then this
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particular
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uh data sensitive rule will get fired
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for that conversation and then it will
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try to find the matching information and
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based on the action we have set it will
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either replace or
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remove i have created SS and
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masking whenever it matches this regular
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expression then it will replace that
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particular text with this particular
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text so I'm making use of X X if you
3:07
want to replace this
3:09
with star star that is also
3:14
fine let's see
3:17
it i have selected all the roles
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priority as zero because this is my top
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priority i'm giving I have saved
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it let's invoke a messaging session
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record
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i'm going to say my SSN or
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social number
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is I'm giving a random uh
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number you can use
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this for my
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contact so if I say it immediately
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replace that
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with the text we have configured it here
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so the sensitive data rule will fire for
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the messaging session each and every
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conversation entry whatever we are
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getting and then it will be able to mask
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or it will be able to remove the text
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completely if you use the action as
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remove then it will remove that
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particular content from your
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conversation entry
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please check the video description in
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the video description I have given my
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blog post from the blog post you should
4:38
be able to get the steps and the sample
4:41
rejects that was used in this video for
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your
4:49
reference i hope it was helpful
4:57
thank you for watching
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