TruePrivacy + Salesforce
Discover and manage personal data in Salesforce CRM including contacts, leads, and opportunities.
Overview
Salesforce is the world's leading CRM platform, holding detailed personal data on contacts, leads, accounts, and opportunities. TruePrivacy connects to your Salesforce org via OAuth 2.0, scans all standard and custom objects for personal data fields, and maps them to your data inventory automatically.
With the TruePrivacy–Salesforce integration, your team can respond to data subject requests without manually searching Salesforce records. Deletion, anonymisation, and data export requests are orchestrated programmatically, giving you a complete audit trail for every action taken.
What TruePrivacy can do
Data types accessed
- •Contacts
- •Leads
- •Accounts
- •Opportunities
- •Cases
- •Custom objects
- •Email activity logs
DSR capabilities
- Delete contact and lead records
- Anonymise contact fields in place
- Export contact data as structured JSON or CSV
- Update contact records to reflect consent changes
- Search across all objects by email or phone number
How it works
- 1
Authorize TruePrivacy to access your Salesforce org using OAuth 2.0 — no passwords shared, access can be revoked at any time.
- 2
TruePrivacy scans all standard objects (Contact, Lead, Account, Opportunity) and your custom objects to identify personal data fields, building a live data map.
- 3
When a DSR is received, TruePrivacy queries Salesforce across all relevant objects to locate the data subject's records and executes the requested action (delete, export, or anonymise).
- 4
A detailed audit log of every action taken in Salesforce is recorded in TruePrivacy's compliance trail, ready for regulator review.
Frequently asked questions
TruePrivacy requires a connected app with read access to all objects containing personal data, and modify/delete access if you want to automate DSR fulfillment. We recommend creating a dedicated integration user with a permission set scoped to only the objects TruePrivacy needs — this follows the principle of least privilege.
TruePrivacy uses your Salesforce API allocation efficiently — bulk scans use the Bulk API 2.0 to minimise per-record API calls, and ongoing monitoring uses change events rather than polling. For standard Salesforce orgs, TruePrivacy typically uses less than 5% of the daily API limit during scheduled scans.
Yes. During setup you can select which standard and custom objects TruePrivacy should include in its scans. You can exclude objects that contain no personal data to keep scans focused and efficient. Object selection can be updated at any time from the integration settings.
TruePrivacy's field discovery engine analyses all custom fields across your selected objects, using field names, labels, and sample values to classify them as personal data where appropriate. You can review and override classifications in the data map, and mark specific custom fields as always-include or always-exclude.
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