You cannot protect what you have not found.
of Salesforce data is obsolete. Most orgs do not know what personal data they hold.
GDPR Article 30 requires a record of processing activities (RoPA): a documented inventory of what personal data you hold and why. Your org likely does not have one. Custom objects, installed packages, and legacy fields accumulate personal data without any catalog. Discovery builds the inventory automatically.
Principal Consultant
GDPR requires documented record of processing activities. Personal data inventory is mandatory.
You cannot delete what you cannot find. You cannot mask what you have not cataloged. Data Retention Manager needs to know which objects contain personal data to set retention rules. DataMasker needs the field list to build masking rules. Personal Data Discovery is the prerequisite step for any compliance automation.
IT Architect
average number of installed packages in a mid-market Salesforce org. Each may store personal data.
AppExchange packages store personal data in their own custom objects, often undocumented. Support desk tools, marketing packages, CPQ solutions, and service management apps all create their own schema. Most compliance tools only scan standard Salesforce objects. Personal Data Discovery scans managed package objects too.
Salesforce Admin
How Personal Data Discovery Works
Full Org PII Scan
Scans all standard objects, custom objects, and installed managed package objects for personal data fields. Covers Contact, Lead, Account, plus every custom object in your org.
Personal Data Classification
Classifies fields by data type: name, email, phone, address, SSN, financial data, health data. Maps each field to applicable regulations (GDPR, CCPA, HIPAA, FINRA).
GDPR Article 30 RoPA Generation
Auto-generates a GDPR Article 30 compliant Record of Processing Activities from the scan results. Exportable for data protection officers and regulators.
Feeds Directly Into CC Products
Discovery output feeds directly into DataMasker (which fields to mask), Data Retention Manager (which objects to set retention rules on), and Privacy Rights Automation (which records to include in DSAR responses).
Why Teams Choose Personal Data Discovery
Start Compliance From a Known State
Stop making assumptions about where personal data lives. Discovery gives you ground truth before you build any compliance controls.
Mandatory for GDPR Article 30 RoPA
The GDPR record of processing activities is a legal requirement. Discovery automates it from actual Salesforce schema, no manual documentation needed.
The Foundation Layer for All CC Products
Personal Data Discovery is the starting point. DataMasker, Data Retention Manager, and Privacy Rights Automation all need to know what is personal data and where it lives. Discovery answers that question once.
Your Data Never Leaves Salesforce.
Every compliance tool that moves data outside Salesforce creates a new attack surface and a new GDPR Article 28 processor obligation. Cloud Compliance is a managed package. APIs written in Apex, hosted in your org, authenticated by your Salesforce permissions. No outbound calls. No external storage. Nobody at Cloud Compliance accesses your customer data.
No Data Export
All processing runs inside your Salesforce org. Nothing leaves.
No Middleware
No MuleSoft required. No integration layer. No vendor in the middle.
AppExchange Certified
AppExchange Security Review approved. 107 regression tests per release.
Your Permissions Apply
Salesforce role hierarchy and field-level security control access to every record.
Key Takeaways
Scans all standard and custom Salesforce objects, complete org-level PII inventory
Classifies data by sensitivity: PII, PHI, financial data, government IDs, configurable taxonomy
Generates Article 30 data map automatically from live Salesforce org scan results
Risk scores each object by PII density, prioritize remediation where exposure is highest
Integrates with Data Retention Manager: scan first, then apply retention policies to PII-dense objects
Runs natively in Apex, no data export, no third-party scanning service, no firewall rules
Frequently Asked Questions
Personal data discovery in Salesforce means automatically scanning your org to identify which fields and objects contain personal data: names, emails, phone numbers, SSNs, financial data, health data. Most orgs have hundreds of objects and thousands of fields; manual inventory is impractical. Discovery scans the full schema and classifies fields by data type and applicable regulation.
Yes. GDPR Article 30 requires organizations with 250+ employees (and smaller organizations processing sensitive data) to maintain a Record of Processing Activities. This is a documented inventory of what personal data you hold, why you hold it, where it came from, who you share it with, and how long you keep it. Personal Data Discovery automates the Salesforce portion of the RoPA.
Yes. Personal Data Discovery scans managed package objects in addition to standard and custom Salesforce objects. This is a significant gap in most manual discovery processes. CPQ tools, support desk packages, and marketing automation tools often store personal data in their own managed package schema that standard compliance audits miss.
Discovery is the starting point. The scan output tells DataMasker which fields to mask in sandboxes, tells Data Retention Manager which objects need retention rules, and tells Privacy Rights Automation which records to include in DSAR responses. All three products can import the Discovery output directly, no manual configuration of field lists needed.
Yes. Personal Data Discovery scans all object types in your Salesforce org, standard objects (Account, Contact, Lead, Case), custom objects, and even custom metadata fields. The scanner uses configurable data classification rules: you define which field types and patterns constitute PII, PHI, or sensitive data. Results show field-level PII density across your entire org schema. This is particularly valuable before a sandbox refresh or data retention audit, you see exactly what data you have before you start managing it.
Article 30 requires organizations to maintain records of what personal data they process, where it is stored, and for what purpose. Personal Data Discovery automates the data mapping component: it scans your Salesforce org and generates a structured inventory of where PII exists, which objects, which fields, estimated record counts, and data categories. This inventory becomes the technical basis for your Article 30 records. Rather than manually documenting your data processing activities, you generate an evidence-based map directly from your live Salesforce org.
What to Do With Your Discovery Results
Sandbox DataMasker
Once you know which fields hold PII, DataMasker masks them in every sandbox refresh.
Data Retention Manager
Discovery tells you what personal data you hold. Retention Manager enforces how long you keep it.
GDPR Compliance for Salesforce
Start your GDPR compliance journey with a complete personal data inventory and Article 30 RoPA.
Compliance Hub: All Regulations
Explore all data privacy regulations and how Cloud Compliance automates your Salesforce response.


