Webinar Recording

Fields Gone Wild: Salesforce Data Governance

When Salesforce data accumulates for years without governance, compliance risk grows invisibly. This webinar covers actionable data governance strategies to clean up Salesforce data, enforce retention policies, and eliminate compliance gaps before they become audit failures.

Salesforce CRM has evolved from simple sales tracking into a system of record storing highly sensitive PII, PHI, and financial data — yet most organizations still lack a coherent governance framework to manage, retain, or retire that data. This webinar presents a practical maturity model for CRM data governance that avoids boiling the ocean.

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What's covered in this webinar

Why CRM Governance Is Now Mandatory

GDPR fines exceeded $1.65 billion globally, with US state laws expanding rapidly
By 2025 Gartner forecast 80% of customer data would be highly regulated
Data breaches averaged over $4 million in cost, making governance a business-critical investment
Customer trust erodes when data misuse is perceived, directly damaging brand loyalty

From Legacy to Modern Governance

Legacy governance focused on cataloging data assets, lineage, and integration — now table stakes
Modern requirements include data subject requests, consent management, and privacy by design
Organizations with 10+ Salesforce orgs face compounding complexity in ownership and lineage
No single executive can own all three pillars: privacy, security, and governance

Salesforce-Specific Data Challenges

Salesforce now stores everything from basic CRM data to sensitive PHI and financial records
Internal and external user access has expanded, creating broad exposure surfaces
Custom fields proliferate without oversight — each new field represents ungoverned risk
Connected apps and integrations bring data in and out without consistent governance controls

Practical Governance Maturity Model

Start with a field-level audit: catalog what data you hold and who can access it
Establish retention schedules per object — not all data should be kept indefinitely
Build data subject request workflows before a regulatory deadline forces the issue
Use native Salesforce tools plus purpose-built solutions to automate governance at scale

Use this when

✓You need to prepare for a GDPR, CCPA, or HIPAA audit and cannot quickly map all PII fields in your Salesforce org.

✓Your team is managing 5 or more Salesforce orgs and struggling to enforce consistent data retention policies across them.

✓You need to respond to a data subject access or deletion request but lack automation to fulfill it within the required timeframe.

✓Your organization is expanding Salesforce usage to health, financial, or government data and must demonstrate privacy controls.

✓You need to reduce compliance risk without undertaking a multi-million-dollar data governance program from scratch.

✓Your team is considering AI or Einstein features and must first establish governance over training and processing data.

Frequently Asked Questions

Ready to see this in your Salesforce org?

Book a 45-minute session and we'll walk through this use case using your own data and configuration.