DataRetentionTemplate

New Template: Salesforce Data Retention and Destruction policy

Our newest resource is a template designed to help enterprise Salesforce teams develop their own Salesforce Data Retention and Destruction policy. 

As the hub of customer data, Salesforce is a key consideration in security and privacy compliance frameworks. Many of the items outlined in this Data Retention and Destruction Policy are necessary to comply with many regulatory frameworks, including; SOC 2 and ISO.

Why Have a Salesforce Data Retention and Destruction policy? 

Once populated, this template will help your organization: 

  1. Minimize the liability and impact of any potential breaches 
  2. Help improve Org speed and performance 
  3. Improve user experience by eliminating unneeded data 

We hope you find it valuable, please reach out today if you have any questions. 

Click here to download our Salesforce Data Retention and Destruction Policy Template! 

You may be interested in

Configuring Service Cloud Voice

In our previous post on Service Cloud Voice, we reviewed what this new telephony tool actually does, and how it can be beneficial to organizations. It’s great to know the “why” – but now we want to get into the “how”. How do you actually get started and set up Service Cloud Voice in your […]

Read More

Salesforce Revenue Lifecycle Management

What is Salesforce Revenue Lifecycle Management?

Revenue Lifecycle Management (RLM) is a new revenue solution from Salesforce, offering a combination of Salesforce processes and technologies that help businesses manage Sales and Finance in a single unified system. It provides a solution to manage and increase revenue by streamlining and automating the sales process, from generating quotes to managing subscriptions. While there […]

Read More

Sign up for the latest tips & news from CloudKettle

Thank you for subscribing.