Professional ServicesGDPR
The Challenge
Remove client data from Salesforce after engagements conclude per GDPR requirements. No native Salesforce automation available for this use case.
The Solution
Data Retention with automated anonymization of contacts and related records meeting specified criteria. Setup completed in only a few hours with zero custom code.
The Result
Eliminated manual data removal processes, GDPR compliance, hundreds of hours saved annually in operational overhead.
Data RetentionPrivacy Rights Automation
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