Case Studies

How customers achieve Salesforce compliance

Financial services, healthcare, retail, and non-profit organizations using Cloud Compliance for GDPR, CCPA, HIPAA, and more.

High-Tech & Financial Services
Financial ServicesCCPA

High-Tech & Financial Services

Global FinTech Enterprise

Automatically remove client data from Salesforce after relationship becomes inactive. CCPA compliance required, but Salesforce lacked native automated deletion capabilities.

Data Retention
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Non-profit & Public Sector
Non-profitGDPR

Non-profit & Public Sector

Norwegian Refugee Council (NRC)

Automate consent creation during Salesforce Contact imports and provide self-service consent options for contacts without Community licenses. Manual setup would require 200+ hours of custom consulting.

Consent ManagementSandbox DataMasker
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Higher Education & EdTech
EducationGDPR

Higher Education & EdTech

Education First (EF)

GDPR compliance for students, teachers, and leads across Salesforce and Pardot. Required notices in 17+ languages and no custom development to minimize technical debt.

Consent ManagementPolicy & Notice Management
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Healthcare & Life Sciences
HealthcareCCPAHIPAA

Healthcare & Life Sciences

ClearChoice Dental Implant Centers

CCPA and CPRA Data Subject Access Request (DSAR) fulfillment for patient rights. Patient information stored in Salesforce but no DSAR automation in place.

Privacy Rights AutomationData Retention
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Retail & e-Commerce
RetailCCPA

Retail & e-Commerce

Floor & Decor

OneTrust Privacy Portal integration for CCPA DSARs. Customer data in Salesforce required enterprise-grade APIs for Portability and Erasure via Enterprise Service Bus middleware.

Privacy Rights Automation
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Consulting & Professional Services
Professional ServicesGDPR

Consulting & Professional Services

Deloitte

Remove client data from Salesforce after engagements conclude per GDPR requirements. No native Salesforce automation available for this use case.

Data RetentionPrivacy Rights Automation
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99M+

Records masked daily

90%

Reduction in DSAR time

$1,400

Saved per privacy request

3 wks

Average go-live

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