Automated PII Detection & Masking for Salesforce

Identify, mask, and protect sensitive data across your Salesforce environment in minutes—not months. Real-time PII detection with zero friction to your workflows.

“Protecto has become the core of our GDPR compliance strategy for Salesforce. We’ve automated PII discovery across 20+ environments, saving hundreds of engineering hours every month.”

– Arnav Gupta Director of Data Privacy, Nokia

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99%+

PII Detection Accuracy

Consistently identifies sensitive fields across complex Salesforce schemas

50M+

Records Scanned

Processing data at enterprise scale, daily

500ms

Avg. Scan Time

Near-real-time detection without impact to production

Why Salesforce Data Security Matters Now

The Challenge

Your Salesforce instance holds some of your most sensitive data. Customer contact details. Payment information. Health records. Compliance violations aren’t just technical issues—they’re business risks.

The Protecto Approach

Automated discovery meets human control. We identify every PII field in your Salesforce environment, apply precise masking rules, and maintain complete audit trails—all in under an hour.

From PII Discovery to Compliance-Ready Data. In 4 Steps.

Connect

Salesforce Account Registration

Securely link your Salesforce Production, Sandbox, or Scratch Orgs via Microsoft Azure AD or Service Account in minutes or Salesforce SSO authentication. No code required.

✓ OAuth 2.0 Secure Handshake
✓ Sandbox & Production Support

Scan

Smart PII Scanning

Protecto's AI engine automatically crawls your objects, identifying sensitive fields (SSN, Email, Phone) with 98% accuracy across 50+ data types.

✓ Deep Metadata Analysis
✓ Automated Field Classification

Configure

Configure & Approve

Apply granular masking rules (Anonymization, Pseudonymization, or Substitution) to each field. Review and approve masking recipes before execution.

✓ Rule-Based Engine
✓ Precision Control

Execute

Execute & Monitor

Run your masking jobs at scale with full audit trails. Track progress in real-time and download SOC 2 compliant reports for your privacy auditors.

✓ One-Click Execution
✓ Complete Audit Trail

Built for Teams. Designed for Scale.

Role-Based Access Control

Let your teams collaborate without exposing sensitive data. Admins manage environments while users operate independently.

Flexible Masking Schedules

Stay compliant on your timeline. Mask on demand or automate recurring tasks with zero disruption to production.

PII Override & Customization

Achieve 100% accuracy. Correct false positives and exclude specific fields manually with real-time feedback.

Real-Time Audit Trails

Demonstrate GDPR compliance with irrefutable proof. Capture every user action, object, and timestamp in exportable logs.

Multi-Environment Support

Manage Dev, Staging, and Production from one dashboard. Maintain consistent rules across your entire landscape.

Zero-Friction Integration

No Apex code required. No data export/import. Works natively with your existing Salesforce permissions and API.

Real-World Scenarios. Real Solutions.

GDPR Data Access Request (DSAR)

The Challenge: Manually delivering records risks exposing unrelated PII to other customers.

The Solution: Deliver clean, compliant DSAR packages in hours instead of weeks with automated masking.

Result: Compliant response in 2 hours

Salesforce Sandbox Refresh

The Challenge: Sandbox Exposure of production data to developers is a major GDPR violation.

The Solution: Automatically mask PII fields during refresh. Developers get realistic data without privacy risks.

Result: Safe testing environment

Compliance Audit Preparation

The Challenge: Proving that customer data in your CRM is protected to auditors.

The Solution: Export-ready compliance reports showing PII fields masked, dates, and users.

Result: Auditor approval, zero findings

Insider Threat Mitigation

The Challenge: Legit access users seeing sensitive info like SSNs without business need.

The Solution: Regularly mask sensitive PII fields. Reduce threat surface area without friction.

Result: Security hardening

Integrates Where You Work

Authentication

Salesforce Editions

Data Sources

Compliance

Protecto vs. Manual Masking Approaches

Save weeks and $50K+ by licensing instead of building. Here's what the math actually looks like.

Capability	Protecto	Manual Scripts	Salesforce Native
Setup Time	5-30 min	Weeks	1-2 weeks
Accuracy	98%+ AI-powered	70-85%	90%+
Scheduling	Immediate/Auto	Fragile Cron	Limited Batch
Audit Trail	Complete Logs	Scattered	Minimal
Maintenance	Automatic ML Updates	Ongoing Fixes	Manual Patches

Ready to Protect Your Salesforce Data?

Join hundreds of enterprise privacy teams using Protecto to automate GDPR compliance. Start your 14-day free trial today.