Case Studies

How customers achieve Salesforce compliance

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

Consulting & Professional Services
Professional ServicesGDPRDataMaskerData Retention

Consulting & Professional Services

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

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Healthcare & Life Sciences
HealthcareCCPAHIPAAData RetentionPrivacy Rights Automation

Healthcare & Life Sciences

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

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High-Tech & Financial Services
Financial ServicesCCPAData RetentionPrivacy Rights Automation

High-Tech & Financial Services

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

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Higher Education & EdTech
EducationGDPRDataMaskerData Retention

Higher Education & EdTech

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

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Non-profit & Public Sector
Non-profitGDPRPrivacy Rights AutomationConsent Management

Non-profit & Public Sector

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.

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Retail & e-Commerce
RetailCCPAData RetentionPrivacy Rights Automation

Retail & e-Commerce

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

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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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