Salesforce Data Handling and Privacy Operations

Overview

Translate policy and legal obligations into object- and field-level controls without treating one Salesforce feature or object as automatic compliance.

Prerequisites

• Dataset, objects, fields, data subjects, purposes, jurisdictions, systems of record, recipients, and owners
• Current object metadata, CRUD and field access, sharing, encryption, retention, audit, export, and deletion capabilities
• Privacy policy, legal basis, subject-request process, legal holds, incident process, and evidence requirements

Tool Discipline

Use Read, Glob, and Grep to inspect approved repository and evidence files, WebFetch to re-check current first-party Salesforce documentation, and Write or Edit only for secretless plans, fixtures, configuration, and redacted receipts.

Current Contract

Salesforce provides data, security, privacy, encryption, and metadata capabilities that vary by product and entitlement. The Individual object can support privacy use cases where enabled, but its presence alone does not prove GDPR, CCPA, retention, or subject-request compliance.