If this sounds daunting to you, it doesn’t have to be. And here’s why…
While it’s true that enterprise customers can find themselves tasked with adhering to industry-specific and geo-specific regulations as they expand their Salesforce data across Orgs – making data privacy efforts seem like an uphill task – there’s a silver lining.
With the right approach, you can seamlessly integrate privacy into your Salesforce data strategy.
The webinar ‘Top 5 Considerations for Incorporating Privacy into your Broader Salesforce Data Strategy’ hosted by Chandler Anderson, Principal Member of Technical Staff, Innovation at Odaseva, Janalyn Schreiber, CIPM, CISSP, CDPSE, Partner at Data Privacy & Security Advisors LLC, and Mike Smith, FIP, CIPT, CIPP/US, CISSP, CCSK, Distinguished Security Architect at Salesforce discuss this topic in detail.
Get a glimpse into the webinar in this snippet below:
Below is an overview of the key points discussed in the webinar, which explores the intricacies of implementing privacy measures for Salesforce data, particularly in light of emerging privacy trends, and how to seamlessly integrate these measures into a comprehensive data strategy.
NOTE: Unlock additional content on the topic by downloading the whitepaper The Top 5 Considerations for Operationalizing Privacy for Salesforce Data.
The 2023 U.S. state law landscape has been witnessing a flurry of activity in the privacy domain, with numerous states enacting or proposing privacy laws. These laws maintain a strong focus on individual rights, granting people the power to control their data and communicate with businesses about their information. As a result, businesses face the challenge of adapting and complying with various regulations, necessitating internal risk assessments. Ensuring compliance with consumer rights and meeting business obligations is crucial to avoiding potential financial penalties.
It is highly likely that your Salesforce Org contains personal data that is now subject to regulation under these new privacy laws. If you track prospects or customers located in California or Virginia, and their records contain email addresses, home addresses, credit card numbers or social security numbers, those qualify as highly sensitive data.
This is why data compliance should be on the Salesforce team’s roadmap.
Between the activity at the state level and the nuances of the personal data that might exist within your Salesforce environment, examine the areas with potential regulatory impact. Consider structuring a program that aligns with the highest level of stringency. Having to deal with multiple, massive program components for various regulations increases the chances of inadvertently overlooking critical factors.
The Salesforce data model that has large volumes of sensitive business data requires a thorough grasp of the Salesforce data landscape.
This is why some kind of framework for categorizing that data is important.
AI applications have been garnering significant attention and viewership lately. Not only do these tools seek training data and encourage user adoption, they want users to input their data to enhance and refine their models through training.
Providing your data comes with implications, whether positive or negative. While anonymization is part of the process, the destinations where the data ends up remain unclear. Given that this technology is still in its nascent stage, this topic must be approached with care. For businesses especially, it’s important to choose AI options from vendors you already trust and have established relationships with.
Salesforce has an array of tools that empower organizations to execute processes while adhering to compliance guidelines, ensuring utmost data security. And with products like Einstein, Salesforce has an established history of serving enterprise AI use cases.
You can count on Salesforce AI products to stand at the forefront in terms of their capabilities, without jeopardizing your data strategy.
When considering data retention, the first step is to understand what the regulations are. Data has a lifespan and it eventually will become outdated, at which point, it should be responsibly eliminated. This is because data should only be collected, used, and retained in accordance with the underlying reasons for its acquisition.
Salesforce can enable organizations to maintain data retention policies in the following ways:
CCPA stands out as the most comprehensive set of rights available. It is in alignment with GDPR, which has led to a standardized understanding of the rights individuals ought to be granted by businesses with regard to their data – the right to know what data the business has on on the individual, what they’ve collected, what they’re processing, the individual has the right to ask that data be deleted. The individual also has the right to opt out of the sale of personal information.
Businesses can leverage native Salesforce reporting to gain insight into configured field data classifications. Administrators can create a custom report type for Entity Definitions with Field Definitions, and build reports and dashboards to track how fields are configured, as well as fields missing this metadata.
Also, Salesforce provides the Individual object with numerous built-in fields to facilitate data management, including lifecycle tracking. Leveraging this standard object can tie together different instances where an individual is represented in the data model. Regardless of whether it’s a dedicated DSR object within Salesforce or an external solution, it is crucial to establish and maintain an efficient process for customers or representatives to fulfill requests promptly
Odaseva, the leading Enterprise Data Protection Platform protects and secures your Salesforce data. The term “platform” signifies Odaseva’s comprehensive toolkit that has the depth and intricacy required to seamlessly adapt to specific Salesforce requirements.
Learn more about how Odaseva can assist you in incorporating privacy into your Salesforce data strategy in the webinar Top 5 Considerations for Incorporating Privacy into your Broader Salesforce Data Strategy.