Five Best Practices for Securing and Governing Shared Data in Salesforce

Modern customer support agents have to move fast to elevate customer experiences and prevent churn.

Executives have enabled many of these speed and experience improvements with help from digital technologies like Salesforce Service Cloud, but organizing customer-shared data can be difficult. Does your CISO know how your service agents receive and store customer information? Do agents know and follow your policies? Can you prove it to an auditor?

You risk a data privacy violation when customers share contracts, images, applications, logs, test results or other sensitive data during support incidents. This data is riddled with personally identifiable information (PII) and protected health information (PHI).

Download this eBook to learn the five best practices for integrating shared data with your governance policies, right where support agents work: in their Salesforce cases.