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Data Defender - Right to be Forgotten (GDPR Readiness)
A Salesforce User's tool for fulfilling a GDPR Right to be Forgotten ask
Overview
Customers request agents or sales reps to remove records from their Salesforce system which may violate the customer's privacy concerns. This is the first feature of its kind to enable agents and reps to fulfill a customer's request to redact record(s).
Use Data Defender to manually search, retrieve and redact records with keywords requested by Customers to redact from the CRM. Retain information about who redacted which type of record and for what reason for historical reporting and context.
Define your own regex or search term rules to automatically run on any inbound communication (Email Message, Social Posts, Chat Transcripts, Chatter and more) and highlight the inbound communication as a violation to your company's policies.
Use the custom Data Defender Events object in Lightning Flows to update a record (escalate, etc.), send an outbound message and more when there is a violation event of particular interest.
Customers request agents or sales reps to remove records from their Salesforce system which may violate the customer's privacy concerns. This is the first feature of its kind to enable agents and reps to fulfill a customer's request to redact record(s).
Categories
- Business Needs
- Agent Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package