Make the most of your data and navigate compliance while building your Agentforce and Customer 360. Mask sensitive data in development, anonymize or obfuscate data in production, streamline consent management, offload unneeded data, and back up critical data with data privacy management & compliance tools.
Data Mask
Increase developer productivity while maintaining a secure testing environment. Masking in Sandboxes empowers teams to build and test faster using realistic yet fictitious data. Ensure development teams aren't exposed to sensitive data that could be inappropriately used.
Build and test with trust. Protect your PII data to securely build and customize with a 100% native approach. Obfuscate sensitive customer data to navigate compliance with regulations like GDPR, FINRA and PCI DSS, among others.
Obfuscate some or all sensitive data with different levels of masking, depending on developer needs. Leverage built-in field definitions to anonymize, pseudonymize, pattern-match, delete, or replace data from a template or custom library. With record filtering, you can quickly target specific data records for masking to meet business requirements and security goals.
Privacy Center
Protect data in production to navigate legal obligations and reduce your risk. Randomization is used when you need unique data of a certain length. Hardcode when you need to set a flag or static known value. Delete the value when the field is not required or needed. Optionally, remove tracking history and ensure all personal information is no longer available to protect customer data and improve the accuracy of Agentforce outputs.
Easily delete records to increase data quality and protect sensitive information. Delete data at the record level and choose what happens to related files and attachments. Transfer and retain data in a dedicated retention store built on Hyperforce, setting retention data based on key regulations or business requirements. View data in the retention store in your Salesforce org using external objects. Make sure your Agentforce only has access to the most useful, relevant data.
Create, execute, and monitor requests for processing data. Save admins time by creating policies to automatically fulfill Right To Be Forgotten and Data Subject Access Requests. Monitor requests to easily track the progress. And use Privacy Hold to stop records from being anonymized or deleted by Privacy Policies.
Stay compliant by capturing customer preferences to maintain trust and meet regulatory requirements. Use customizable templates to create a low-code form where customers can elect how you can contact them. Enable customers to easily update their own preferences by hosting forms on your website, on Salesforce or in Experience Cloud. Feed responses into the Salesforce Consent Data Model for consistency and ease of integration, you can also store consent directly in Data Cloud. Connect customers to their data through a token that allows secure anonymous access to manage their consent.
Salesforce Backup
Salesforce Backup is our native solution for safeguarding your critical Salesforce data. Set up and configure your backup policies in minutes to ensure that your valuable information is protected with ease. Find peace of mind knowing that your data is safeguarded within the Salesforce Trust Boundary when launching your Agentforce.
Quickly recover your crucial data to ensure operational continuity without unnecessary delays. Explore and preview backups at your convenience, and effortlessly export your valuable information. Minimize data disruption by restoring data with a few clicks – all in an intuitive, admin-friendly interface.
Empower your organization to prevent the impact of permanent data loss from cybersecurity attacks and human errors. Ensure uninterrupted access to critical data, meet compliance and legal requirements, and seamlessly navigate system upgrades and migrations with your data backed up.
From support, expert guidance, and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your investment.
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Governance is broadly defined as the rules or policies by which companies are run and how decisions are made, which is especially important if you are subject to industry regulations. Data governance involves the management and regulation of data assets to ensure they are used effectively, efficiently, and responsibly within an organization. It encompasses the processes, policies, standards, and metrics that ensure the integrity and security of the data used across various business units. Read more in our blog here.
No matter the size or industry of your company, a data governance strategy is important. The general principles of data governance cover five main areas:
1. Access - who is authorized to view, edit, or use data?
2. Accuracy - what processes are in place to ensure the data is relevant and recent?
3. Privacy - how is data handled to ensure its privacy according to key regulations?
4. Security - what processes are in place to ensure you are lowering risks to your data?
5. Retention - how long do you need to hold onto data based on your business requirements or key regulations?
Having a strong data governance strategy in place helps you keep trust at the forefront of daily practices. Data governance also prevents data disconnects that can cause business inefficiencies, create reputational harm or damage csutomer trust, and lead to costly noncompliance fees.
It is highly dependent on the needs of your business. You should consider your data governance strategy and find products that support your goals. Salesforce's Trusted Services products are a good place to start when considering your data governance requirements.
