Request is to be able to anonymise records (Leads) whenever the status is equal to “Open – Not Contacted” or “Closed – Not Converted”. This will be a “Before Save” Flow with a Decision element. For the purpose of the exercise the Decision element does not include the condition on how many days after a record needs to be anonymised i.e. element includes only the Status. It also needs to be emphasized that once a record is anonymised it cannot be retrieved (i.e. data is lost for ever).
The data which is requested to be anonymised is:
- First Name
- Last Name
- Phone
The logic is that whenever the status of a lead gets updated to “Open – Not Contacted” or “Closed – Not Converted”, then the data from First Name/Last Name/Email/Phone gets replaced with specific values.
Flow demo:
End User Demo:
Cloud Mantras 