Before automation: every DSAR is a manual project
A DSAR arrives by email. Someone logs it in a spreadsheet, assigns it to a team member, and the clock starts.
Finding all of the data subject's records requires querying multiple objects manually.contacts, cases, activities, custom objects.
Creating the export.a readable, structured document of everything you hold.is manual, time-consuming, and error-prone.
GDPR gives you 30 days. CCPA gives you 45. LGPD gives you 15. Manual processing means you're racing a deadline on every request.
If volume increases.a regulatory action, a public data breach, or just business growth.the manual process doesn't scale.
How DSAR automation works
Multi-channel intake
DSARs arrive via self-service portal (branded to your company, hosted on Salesforce), email-to-case automation, API from your website, or manual entry. Each request is logged with the type (access, deletion, portability, restriction), date received, and regulation applicable.
Privacy Rights AutomationIdentity verification
The system prompts for identity verification before processing.protecting against fraudulent requests. Verification level is configurable: email confirmation, knowledge-based questions, or identity document upload. The verification step is logged as part of the compliance record.
Privacy Rights AutomationAutomated data collection
Once verified, the system queries all relevant objects to build a complete picture of the data subject's records.contacts, related activities, cases, consent history, custom objects. Personal Data Discovery ensures no object is overlooked.
Personal Data DiscoveryExport and delivery
For access requests: generates a structured, readable export in PDF, CSV, or JSON.delivered to the data subject's confirmed email. For deletion requests: executes cascading deletion with conflict detection. For portability: generates machine-readable structured data. Every action is time-stamped.
Privacy Rights AutomationAfter automation: DSARs handled within deadline, at any volume
GDPR's 30-day, CCPA's 45-day, and LGPD's 15-day windows are tracked automatically.no missed deadlines.
Data subjects receive structured, readable exports of their Salesforce data.no manual document assembly.
Every request has a compliance record: received date, verification status, action taken, completion date.
Volume increases (post-breach, post-regulatory action) are handled without adding headcount.
DPO has a dashboard view of all pending requests, deadlines, and completion status.
Key Takeaways
DSAR volume is increasing.manual processing doesn't scale past a few requests per week.
Automation handles intake, verification, data assembly, export, and documentation.DPO reviews exceptions.
GDPR (30 days), CCPA (45 days), and LGPD (15 days) deadlines are tracked per request and per regulation.
The compliance record generated is your audit trail for supervisory authority inquiries.
All processing happens inside your Salesforce org.no personal data leaves your environment during DSAR handling.
Common Questions
FAQ
What types of DSARs does the automation handle?
Privacy Rights Automation handles all five types of data subject rights: Right of Access (provide a copy of all data held), Right to Erasure (delete personal data), Right to Portability (machine-readable export), Right to Restriction (flag for restricted processing), and Right to Rectification (correction requests that route to your team for manual review). Each type has a separate workflow with regulation-specific deadline tracking.
How does identity verification work for online DSARs?
The self-service portal prompts the requester to verify their identity before the request is processed. Verification methods are configurable: email confirmation (link sent to the email on file), knowledge-based verification (questions only the data subject can answer), or document upload. The level of verification required is a business decision.higher verification reduces fraudulent requests but adds friction. The verification step and method used are logged as part of the compliance record.
What does the data export look like for a right of access request?
The export is a structured document containing all personal data held about the data subject in Salesforce: contact details, communication history, case records, consent history, and any custom object data. The format is configurable: PDF (human-readable, good for direct delivery to data subjects), CSV (tabular, good for structured data), or JSON (machine-readable, good for portability to another service). The export is delivered to the data subject's verified email address.
How are regulation-specific deadlines tracked?
Each DSAR is tagged with the applicable regulation at intake.based on the data subject's location, the channel they used, or manual selection. The system calculates the applicable deadline (GDPR: 30 days from receipt; CCPA: 45 days; LGPD: 15 days for confirmation, 15 additional days for access) and displays a countdown on the DPO dashboard. Overdue requests trigger alerts.
Can we handle DSARs for data subjects across multiple Salesforce orgs?
Yes, with Multi-Org Privacy & Security Hub. The hub provides cross-org orchestration.a single DSAR triggers the workflow in all connected orgs where the data subject may have records. This is essential for organizations with regional Salesforce orgs, acquired companies, or separate product-specific orgs.
See this use case in your Salesforce org
30-minute demo. We walk through this specific scenario with your data model in mind.
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