- Select the tab “Detection Patterns”.
- Click on the specific Detection Pattern Name.
If you’re already in the Setup, navigate to: Setup > Custom Code > Custom Metadata Types > DetectionPattern > Manage DetectionPattern.
You should see a list of Detection Patterns. Click Edit on the Pattern you wish to configure.
Enter a Pattern.
- This pattern must be a valid Regular Expression. Try a free tool like this to check whether your regex is valid.
Select Mask Character.
- Enter any single character you want to mask PII numbers with - the default is an asterix (e.g. AMERICANEXPRESS****) but you could use an X, #, @, or any other single character you need.
Select Mask Type.
- Full Mask: all characters are masked
- Last4: all credit card number characters are masked but the last 4 characters (AMERICANEXPRESS****1234)
- First6andLast4: all credit card number characters are masked but the first 6 and the last 4 characters (AMERICANEXPRESS123456**1234)
If the pattern is for credit card numbers, check the box LuhnCheck.
- When this box is checked, all numbers matching this pattern will go through a Luhn algorithm check for credit card number validity.
- If this box is unchecked, all numbers matching this pattern will skip the Luhn algorithm.
Check the box IsActive.
Tip: It is recommended that you only store the minimum amount of credit card digits you need to verify customer accounts.
Updated 9 months ago