Salesforce Integration

Integrating Salesforce with TrustWorks automates access and deletion requests, simplifying data management and strengthening compliance with privacy regulations. This integration ensures seamless data deletion from Salesforce, minimising manual effort and reducing operational risks.

Integration Steps

1. Log in to TrustWorks as an admin and navigate to Settings > Integrations.
2. Click on +New Integration and select Salesforce.
3. Assign a name to the integration.
4. Select OAuth 2.0 as the authentication method.
5. Click Authorize with Salesforce (Administrator rights are required to grant the necessary permissions to TrustWorks).

6. If the connection is successful, save the integration.

Setting Up Automation and Workflow

1. Link Salesforce to Your Asset Inventory
   • Navigate to Asset Inventory and locate Salesforce. Click Edit.
   • If Salesforce is not listed in your Asset Inventory by now, add it manually or import it from the Staging Area. More details on asset management can be found here.
   • Under Details, set Automation to Salesforce and select the newly saved integration and save it.
   • Click Update Asset at the top of the page.

2. Configure Your Workflow

• Go to your Workflow Builder.
• Select Salesforce as an Asset under either Access or Erasure action.
• Ensure the Automation Icon appears green, indicating a successful connection.
• Save the workflow and proceed to test it.

By integrating Salesforce with TrustWorks, you enhance automation for data access and deletion requests, ensuring a seamless and compliant data management process.