Salesforce Data Handling

Overview

Handle sensitive data correctly when integrating with Salesforce: PII classification, GDPR/CCPA compliance with Salesforce's Individual object, data retention, and field-level encryption.

Prerequisites

• Understanding of GDPR/CCPA requirements
• Salesforce org with data classification enabled (Setup > Data Classification)
• For encryption: Salesforce Shield license (Platform Encryption)

Instructions

Step 1: Salesforce Data Classification

// Salesforce has built-in data classification on fields
// Setup > Object Manager > [Object] > Fields > [Field] > Edit > Data Sensitivity Level