Automations

Build and maintain trust scorecards for Salesforce

⚡️ Automation

Build and maintain trust scorecards with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

Get started
Automations

Build and maintain trust scorecards for Salesforce

⚡️ Automation

Build and maintain trust scorecards with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

Find the following resources:
Integration
is
Salesforce
And automatically do this:
Add action

Overview

In the context of a trust scorecard in data literacy, integration with Salesforce allows for the tagging of data coming from Salesforce. This integration plays a crucial role in evaluating data reliability, as it incorporates various quality metrics, source credibility, compliance with governance standards, accessibility, and lineage documentation. By tagging Salesforce data as part of the trust scorecard, stakeholders are able to gain a deeper understanding of data integrity. This, in turn, guides informed decision-making and helps improve data practices. Furthermore, this integration helps build confidence in data assets by providing transparent and accountable assessments of the trustworthiness and quality of the data.

How it works

Secoda's Automations feature in Salesforce enables seamless integration between Secoda and Salesforce, providing a convenient way to automate tasks. This integration consists of Triggers and Actions. Triggers serve as the initiators of the workflow, allowing you to set specific schedules for triggering subsequent actions. Actions encompass a variety of operations, including filtering and updating metadata. By stacking actions, you can create highly customized workflows that cater to your team's unique requirements. One particularly useful feature of Secoda's Automations is the ability to perform bulk updates to metadata in Salesforce. With this integration, Secoda automatically tags data for trust scorecards based on various criteria such as documentation completeness, usage, and other specified variables from Salesforce.

About Secoda

Salesforce integration with Secoda streamlines and enhances data enablement practices for data teams. By combining Salesforce with Secoda's comprehensive data management platform, data teams can effortlessly maintain their trust scorecards. Secoda acts as an index, consolidating data catalog, lineage, documentation, and monitoring in one place, aiding data teams in efficiently scaling their operations.

Related automations

Explore all