Integrate Salesforce with DataGrail
Automate Salesforce privacy compliance across customer, prospect, and employee data.
Salesforce is a central system of record for customer relationships, sales activity, support interactions, and internal users. Over time, it accumulates large volumes of personal data across standard objects, custom fields, and bespoke workflows that reflect how each organization operates.
Because Salesforce often contains some of the most expansive and business-critical personal data in an organization, it plays a central role in meeting GDPR, CCPA, and other global privacy requirements.
DataGrail integrates with Salesforce to help teams manage privacy compliance across CRM data as part of a centralized privacy program.
How does DataGrail integrate with Salesforce?
DataGrail integrates with Salesforce in a way that reflects how CRM environments evolve over time. Privacy, legal, and compliance teams can manage data subject requests and maintain visibility into Salesforce data alongside hundreds of other systems, even as objects, fields, and workflows change.
With DataGrail, teams can:
- Bring Salesforce into a centralized privacy program
- Discover and map shadow IT connected through Salesforce integrations
- Manage privacy requests involving customers, prospects, and users
- Inform data minimization work by discovering and classifying consumer-sensitive data
- Support GDPR, CCPA, and multi-state privacy compliance
- Maintain visibility as CRM environments grow more complex
For configuration details and integration documentation, visit:
The problem this integration solves
CRM systems are designed to drive growth, not to manage privacy obligations.
As Salesforce environments mature, organizations often face challenges such as:
- Personal data spread across standard objects, custom fields, and custom objects
- Limited visibility into where regulated data lives as configurations evolve
- Manual coordination between privacy, sales, support, and IT teams
- Increased risk when responding to privacy requests under regulatory timelines
DataGrail addresses this by making Salesforce part of a coordinated, automated privacy program rather than a siloed compliance effort. In Salesforce environments, deletion is not always the right outcome, which makes flexibility in how privacy requests are fulfilled essential.
Why teams choose DataGrail for Salesforce privacy compliance
Designed for real-world Salesforce environments
DataGrail accounts for the complexity of Salesforce instances, including custom objects and evolving data models. The integration accounts for field-level permissions and evolving data models common in mature Salesforce instances.
Built for privacy and legal teams
Privacy workflows can be managed centrally, reducing reliance on sales operations, support teams, or engineering for routine requests.
Supports defensible compliance at scale
As Salesforce usage expands across teams and regions, the integration helps maintain consistent, auditable privacy operations.
