It's inevitable. At some point, your clients will send Personally Identifiable Information (PII) into your Salesforce instance via email. In the majority of use cases, it's best to redact this information immediately.
To that end, we are introducing our Email-to-Flow Data Wipe configuration and Email-to-Flow Data Wipe apex action. Let's see it in action.
Data Wipe Configuration
Email-to-Flow comes configured with some standard PII Regex Patterns to identify US Social Security Numbers and Credits Cards. These are defined in the delivered DataWipe CMDT. For more information on the setup, see the DataWipe apex action specifications.
Data Wipe Flow Template
For your convenience, the Email-to-Case-DataWipe flow Template is included with Email-to-Flow. Simple open the template, save the template into a new flow and you are off and running.
Let's take a look at the template. The flow starts by processing the incoming email by creating an EmailMessage record. Next the EmailMessage record is passed to the Data Wipe apex action.
Next, the flow determines if the email is related to an existing case or requires a new case record.
Finally, the flow creates files for any email attachments.
DataWipe in Action
Let's see the flow in action. An email is sent to the DataWipe flow.
The resulting case record is redacted.
The resulting EmailMessage record is redacted.
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