Financial ServicesCCPA
The Challenge
Automatically remove client data from Salesforce after relationship becomes inactive. CCPA compliance required, but Salesforce lacked native automated deletion capabilities.
The Solution
Data Retention with complex business rules spanning multiple objects, removing PII from records, related entities, child records, Chatter, Attachments, and Files. Metadata-driven approach allows quick policy reconfiguration.
The Result
Streamlined CCPA compliance, reduced storage costs, and enabled rapid policy updates without code changes.
Data Retention
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