You can select a task operation that you want to perform in the target.
When the target is same as the source, you can only perform an update operation.
When the target is different from the source, you can select the following task operations:
Insert
Ignores existing target data and inserts source data.
Update
Updates data in the target location based on source data.
Upsert
Updates existing target data. If data does not exist in the target, the masking task inserts data.
You can perform update, upsert, and insert operations on a partial sandbox. When you run an inplace masking task, you can perform an update operation. If the target is different from the source, you can perform insert and upsert operations.
Inplace masking
In inplace masking, you select the target same as the source.
When you configure a masking task, you can use inplace masking to mask the data in the same system from which the masking task reads the data. When you choose inplace masking, you can perform an Update operation in the target, but you cannot perform an Insert or an Upsert operation. You can apply data filters to a single source object when you select a Salesforce connection.
When you choose inplace masking in a masking task, the task does not create a custom field or an external ID for relationship reconciliation.
Update partial sandbox
You can update a partial sandbox if the record ID of the target sandbox matches the production or source record ID.
Salesforce upserts data based on the external ID values. A masking task creates fields for the external IDs in the target when you configure the task. If the external ID field is empty, Salesforce creates duplicate records. To avoid duplicate records in target for the upsert operation, you need the external IDs that the masking task creates. You can update the partial sandbox to load the external IDs to perform an upsert operation.
You can first update the partial sandbox to add the external IDs, and update the external ID values for the existing records in the target. Run the task with an upsert operation to update or insert records.
Refresh fields
You can refresh the fields whenever you change metadata in a masking task.
To refresh metadata, click Refresh Fields on the Target page.
You can refresh metadata when you make changes to the following fields in a masking task:
•Connection properties
•Source objects
•Metadata in Salesforce source
•Metadata in Salesforce target
Validation reports
You can view validation reports before you run a task.
When you click Validation Report on the Target page, the masking task validates whether the fields are visible in source and targets, the schema is proper, and then creates a validation report. The validation report is in plain ASCII text format.
The validation report lists mandatory relationships, fields, and field and relationship mismatch between source and target. The report lists the mandatory fields that are not available in the source that you need to fix. The report lists warning messages if the non-mandatory fields or relationships are not present in the source or target.
The validation report contains the following fields:
Object Name
The name of the source or target object.
Field Name
The name of the field in the source or the target object.
Data Type
The data type of the field.
Relationship
The relationship that is not present in the source or the target.