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Automate Salesforce Compliance to Reduce Risk

Hayley Coxon

VP of Marketing
Hayley Coxon is the Vice President of Marketing and Revenue Operations for Prodly and accidental admin since 2010. You can find her on LinkedIn.

August 29, 2022

You can automate Salesforce compliance to significantly reduce the risk associated with migrating data, making changes to it, and deploying those changes to production using conventional tools. Automating Salesforce compliance can minimize your risk of violating privacy and financial reporting regulations, as well as the risk of losing your customers’ trust.

In this blog, we discuss why you should prioritize compliance in Salesforce. We also explain why maintaining customers’ trust is critical, and we examine the risks associated with data management in Salesforce. Finally, we take a look at the benefits of an automated compliance solution for Salesforce like Prodly DevOps, and we list some of the most important must-have features.

A conceptual image of a compliance meeting where the team discusses governance, regulations, policies, law, rules, requirements, and transparency.

Prioritize Compliance When Implementing Salesforce

When you implement Salesforce, who do you think is responsible for your customers’ data—Salesforce or your organization?

The answer is that if you directly, passively, or both collect customer data and/or use it in the development process, you’re the responsible party. It’s up to your organization to keep that data safe and protected from breaches, bad actors, and other compromising events. 

Of course, Salesforce has top-of-the-line security measures, and it offers many features to enhance Salesforce trust and compliance. But when it comes down to who’s accountable for data privacy and security, the buck stops with you.

This means that as soon as you start thinking about using customers’ data in the development process, you need a strategy to ensure you comply with privacy and financial reporting regulations. These include Europe’s General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and the Sarbanes-Oxley Act of 2002 (SOX). If you fail to comply, you risk steep monetary fines and even jail time. 

Maintaining Customers’ Trust Is Critical When Managing Data

In addition to demonstrating compliance, it’s vital to maintain your customers’  trust when handling their data in Salesforce. Consider the following statistics:

  • A survey by Salesforce showed that 46 percent of consumers feel they’ve lost control of their own data. 
  • 87 percent of consumers would take their business elsewhere if they don’t trust how a business handles their data.

So what measures would lead consumers to entrust their data to your company?

According to PwC, consumers cited the following as foundations for trusting a company with their data:

  • Best practices that proactively integrate privacy and security into products and services (39 percent)
  • The encryption of all consumer information and company databases (38 percent)
  • The inclusion of security experts in the design of each product (36 percent)

We’ve already seen that it’s increasingly important to adhere to compliance regulations to avoid penalties. On top of that, doing so is also good for your relationships with your customers—and that has a positive impact on revenue.

The Risks Associated With Data Management in Salesforce

So what exactly are the risks associated with data management in Salesforce? 

  • An unauthorized party from your own company could gain access to sensitive data due to incorrectly configured access controls.
  • The data could be stolen or otherwise compromised when it’s downloaded to CSVs on an employee’s desktop during a data migration using a data loader.
  • You could incur data loss as a result of someone accidentally or maliciously mass deleting data.

These are just a couple of the things that can go dramatically wrong. Any of these examples could impact your business users’ ability to do their job and as a result, grind revenue generation to a halt until you’ve resolved the issue. 

And don’t forget about the negative fallout after you’ve informed customers about the incident. Remember: An astounding 87 percent would take their business elsewhere if they lost trust in your ability to safeguard their information!


The Benefits of an Automated Salesforce Compliance Solution

Now you understand some of the risks associated with data management in Salesforce. The good news is that an automated Salesforce compliance solution like Prodly DevOps can take the heavy lifting off your shoulders.

The Advantages of Automation for Data Privacy and Compliance in Salesforce

So what are the benefits of using automation for data privacy and compliance in Salesforce? Surely Salesforce provides sufficient features that you can achieve it without investing in another tool?

Not so fast. Salesforce does provide many features to protect data. However, if you’re using conventional tools to manage data during the development and release process, you’ve got a problem. Sooner or later, that data will be pushed out of Salesforce into a spreadsheet on an employee’s desktop. In other words, it’s downloaded to their local drive, where it’s much more vulnerable.

Save Time—and Money

In contrast, an automated Salesforce compliance tool like Prodly DevOps minimizes the amount of work you have to do to set up robust privacy and compliance controls. This saves literally hours of work—which results directly in cost savings.

Out-of-the-Box Functionality

Prodly DevOps works out of the box. Of course, it’s easy to customize the settings to your exact requirements. But if you don’t have the time or knowledge, rest assured the standard package offers the protection you need to be in compliance with most regulations.

Complies With Rigorous Security Standards

In addition, Prodly DevOps is built on the Salesforce platform, available on the AppExchange, and subject to regular security reviews by Salesforce. As such, it complies with the rigorous security standards Salesforce demands of its app partners. It’s designed and developed to the highest security standards, including SOC 2 and ISO 27001. This ensures every customer is protected when using our solution. 

Separation of Duties

Prodly has separation of duties, access control, data masking, and data obfuscation built in. That means you have granular control over who can do what and who can see what in which orgs—all from a single pane of glass. 

No More Downloads—and Encryption When Data’s in Transit

With Prodly DevOps, you never have to download data to a spreadsheet—and your desktop—anymore. And when you move data with Prodly, it’s encrypted in transit and never at rest.

Automatic Change Tracking

Behind the scenes, Prodly documents all approved changes. Integrated version control ensures that every change is automatically tracked, along with who made it and when. 

Log of Changes Is Kept Indefinitely

The log of changes to an environment is kept forever—or until you decide to delete it. If you’re using Prodly integrated with DevOps Center, the change log is kept until you close the project. So when an auditor wants to see a report, you can pull it up with one click—so long as you retain the environment or project. 

See How Automated Salesforce Compliance Works!

Don’t put your customers’ data—or your business—at risk. See for yourself how automated Salesforce compliance works, and learn about the specific benefits for your company and use cases. Request a customized demo!


Prodly Compliance Center

The gold standard for documenting SOX in Salesforce CPQ!