top of page

Data Inventory in Salesforce

Updated: Nov 10, 2020

"I don't know where all our customer data is!" - said no Salesforce admin ;-)

Why keep data inventory?

Perhaps to figure out who has access to customer data


Externally - vendors, partners et al.

So that you can put permissions and controls around it

It lets cisos formulate better security coverage,

Streamlines impact assessment aka dpia

And is a requirement under privacy laws,

So, how can you do it?

1. Use Salesforce data classification metadata fields

Enable it, tag fields, report on it, etc.

- Non-extensible, can’t add fields for other data elements

- Update manually for changes :(

- Audit history limited to 180 days

1.B. Download as .csv and maintain in Excel/Sharepoint

- Update manually for changes & it is Excel/Sharepoint :(

2. Use cloud compliance AppExchange package

Gets all metadata with a single button click

Apply audit trail, approvals, workflow, other automation

1 more click for new fields after config changes

Extend to other system inventory

In summary

Doing data inventory is important

It is also required by CCPA, GDPR, LGPD, HIPAA, etc.

How are you doing it?

37 views0 comments


bottom of page