Salesforce Test Data Modernization for Financial Services
$250K+
estimated savings a year
$150K
estimated savings a year in manual work
Minutes
to refresh a sandbox, down from hours
The client
A major financial services firm that builds and tests its customer apps on Salesforce.
The problem
Sensitive customer and account data had to be masked before it reached developer sandboxes. The old way of extracting, masking and moving that data was manual, slow and easy to get wrong.
Every sandbox refresh took hours of manual work from IT and development teams.
Links between records (households, members, accounts and contacts) were hard to keep intact.
Sandboxes kept growing, which pushed up Salesforce license and storage costs.
Developers waited for usable test data, which slowed down new products.
What we did
Exported production data from Salesforce to secure Azure Blob storage, where every sensitive field is masked automatically.
Added a web app so teams pick only the data they need, by household, region or other attributes.
Kept every relationship intact when loading data into sandboxes, so test data behaves like the real thing.
Added one-click refreshes and automatic size checks that keep each sandbox inside its license limit (for example 5 GB or 200 MB).
Package: Test Data Package
The result
An estimated $150,000 a year saved in manual work.
Up to $100,000 a year saved in Salesforce fees and storage.
Sandbox refreshes that take minutes instead of hours.
Masked data in every non-production sandbox.
Tools and systems
Salesforce, Azure Blob storage and a custom web app for picking and loading test data.