We’re excited to announce our recently enhanced Salesforce connector, designed to improve data governance, compliance, and visibility within Salesforce.
As one of the leading CRM platforms, Salesforce empowers businesses to manage critical sales, service, and marketing functions. However, as organizations scale, it becomes increasingly challenging to maintain governance, security, and compliance for Salesforce data, which is often some of the most sensitive data an organization holds.
RecordPoint integrates seamlessly with Salesforce, providing complete visibility and control over your entire data estate. Our tailored Salesforce connector is designed to meet your organization’s unique needs, helping you:
- Gain full visibility across your Salesforce environment: RecordPoint integrates seamlessly with Salesforce, alongside your other data sources like SharePoint, Teams, and more.
- Improve compliance by actively managing records in Salesforce: Meet regulatory standards like GDPR and CCPA by automatically classifying and governing Salesforce data.
- Streamline data discovery for legal matters and audits: Capture Salesforce records and attachments as part of a holistic view within the RecordPoint platform, making it easier to locate and manage critical information.
- Protect sensitive data and improve security: Apply advanced access controls and PII detection to minimize the risk of sensitive information being handled inappropriately.
As with all RecordPoint connectors, the Salesforce connector captures records without disrupting workflows, allowing your teams to work as usual while you control policies and retention schedules centrally.
You can learn more about our Salesforce connector here.
To learn more about how this new connector can benefit your organization, contact your Account Manager to schedule a demo.