Finding all customer data across standard objects, custom objects, files, field history, and related records takes days. Exporting in a usable format takes more time. Manual processes don't scale.
Financial services customers have running contracts that block deletion. Some records must be anonymized, not deleted. Different rules apply across EU, UK, California, Brazil, India. Complexity multiplies risk.
Manual processes leave no audit trail. You cannot prove what was deleted, when, and why. Regulators require Records of Processing Activities. Custom code requires maintenance. Salesforce changes; your code breaks.
Before
Weeks of manual work. $1,400 per request. Missed deadlines. Compliance exposure. No audit trail.
Privacy Rights
Pre-built processes. One-click fulfillment. 360° audit trail. Native Salesforce. No code required.
After
Requests fulfilled in hours. 90% cost reduction. Audit-ready. Scalable. Compliance confident.
Receive Request
Request enters via web form, email, or privacy suite (OneTrust, etc.). Auto-creates case in Salesforce.
Auto-Discover Data
Finds all related records across objects. Applies business rules for running contracts, legal holds.
One-Click Fulfill
Delete, anonymize, or export based on request type. CSV, PDF, or JSON portability formats.
Audit & Close
Complete audit trail generated. Notification sent. Case closed. GDPR Article 30 compliant.