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hello everyone in this video we are
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see how to secure the conversation when
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we are making use of Salesforce
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messaging for web if you are making use
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of Salesforce messaging for web feature
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and then if you want to remove or mask
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sensitive information in the
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conversation then we can make use of
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sensitive data rules in Salesforce setup
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we have sensitive data rules which can
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be configured using regular expression
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and then we will be able to either
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replace or we will be able to remove the
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text which are very sensitive in the
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to sensitive data rules for enhanced
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channels so if you go to this uh in
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Salesforce setup make sure sensitive
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data rules is toggled on if this is not
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enabled or toggled on make sure it is
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toggled on so enable this and then we
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should be able to click the new button
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and then we will be able to configure
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rules here we have to give the name the
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developer name will be automatically
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getting populated give a description for
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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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fired in the patterns we have to make
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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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control for which role it can enforce
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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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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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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
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with star star that is also
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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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i'm going to say my SSN or
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is I'm giving a random uh
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contact so if I say it immediately
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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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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
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be able to get the steps and the sample
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rejects that was used in this video for
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reference i hope it was helpful
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thank you for watching
