Unlock total visibility of your Salesforce data
Salesforce is at the center of customer engagement – capturing customer records, communications, contracts, and activity data at massive scale. RecordPoint’s Salesforce connector ensures this data is governed, retained, and disposed of defensibly, in line with regulatory and business requirements.
Struggling to manage sensitive data in Salesforce?
Limited data governance
With limited built-in controls, data classification in Salesforce is manual and labor-intensive, creating challenges for large organizations.
Data security risks
Multiple data exposure incidents have occurred involving Salesforce data in recent years, due to misconfigurations and vulnerabilities.
Compliance complexity
Sensitive customer data must be managed and protected in line with regulations like GDPR and CCPA, further complicating compliance.
Lack of visibility
As organizations scale and implement multiple Salesforce instances, managing data access, lineage, and usage tracking becomes increasingly complex.
Explore real-world use cases
Sensitive data
Govern sensitive customer data stored across Salesforce records and objects
Retention
Apply retention policies to accounts, contacts, opportunities, and case records.
Compliance complexity
Maintain compliance with privacy regulations like GDPR and industry standards.
Trusted data
Prepare Salesforce data for trusted analytics, reporting, and AI initiatives.
Don't just take our word for it — see how our customers succeed
This government agency automated records across 20+ Salesforce instances to improve compliance and reduce risk.
Data governance for all your Salesforce instances
Improve data visibility across Salesforce and beyond
Instantly integrate with all essential business systems, including Salesforce, for a real-time view of your data estate, enhancing decision-making and improving compliance. With no change management required, users can focus on their core responsibilities – not manual data management.
Automate compliance and governance
Proactively manage risk and ensure compliance with a single source of data truth across all your systems. Apply adaptable, automated retention scheduling, manage legal freezes, and proactively minimize data through defensible disposal.
Protect sensitive information against threats
Safeguard critical Salesforce data by detecting PII and other sensitive information before breaches occur. Identify, relocate, and securely dispose of sensitive data to enhance your data security posture — all powered by privacy metadata.
More connectors
Access extensive integrations to unify and automate your entire ecosystem.
