Automations

Tag PII from Salesforce

⚡️ Automation

Tag PII in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

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Automations

Tag PII from Salesforce

⚡️ Automation

Tag PII in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

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Overview

In addition to its customer relationship management capabilities, Salesforce now offers enhanced data governance through integration with Secoda. This integration allows businesses to tag personally identifiable information (PII) that resides in Salesforce, ensuring compliance with data privacy regulations at scale. By leveraging Secoda's advanced tagging capabilities, organizations can effectively manage and monitor sensitive customer data, enhancing their data governance practices and maintaining the highest level of data security. This integration further strengthens Salesforce's position as a comprehensive solution for managing customer relationships while prioritizing data privacy and security.

How it works

In Salesforce, a leading customer relationship management (CRM) platform, Personal Identifiable Information (PII) is managed with stringent security and privacy measures to protect customer data. As organizations use Salesforce to store extensive customer details, including PII, the platform ensures compliance with global data protection regulations like GDPR and CCPA. Salesforce provides robust security features, including data encryption, access control, and auditing capabilities, to safeguard PII against unauthorized access and breaches. Furthermore, Salesforce empowers organizations to implement data privacy policies effectively, providing tools for data classification, privacy impact assessments, and customer consent management. These comprehensive measures demonstrate Salesforce's commitment to maintaining trust and integrity in handling sensitive customer information.

Secoda's integration with Salesforce allows data teams to streamline their processes and enhance efficiency. By leveraging custom workflows, users can easily tag personally identifiable information (PII) residing in Salesforce, reducing manual errors and saving time. The automation feature in Secoda consists of triggers and actions. Triggers enable users to schedule workflows based on specific timeframes, such as hourly, daily, or custom intervals. Actions encompass various operations, including metadata updates and filtering, enabling users to create detailed and tailored workflows that meet their team's unique requirements. Additionally, Secoda empowers users to perform bulk updates to metadata in Salesforce, further enhancing data management capabilities.

About Secoda

Secoda, an AI data governance platform, offers a comprehensive integration with Salesforce, enabling data teams to seamlessly access and utilize their data. With Secoda's all-in-one capabilities, including data search, catalog, lineage, monitoring, and governance, users can easily navigate and manage their Salesforce data. This integration empowers organizations to enhance their data governance practices and optimize their data utilization within the Salesforce ecosystem.

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