Salesforce Integration

Automate your privacy requests fulfillment by integrating MineOS to Salesforce

This integration allows you to automate DSRs by deleting or accessing customer data from Salesforce. 

What this integration does?

  • Copy requests are automated by sending the customer a copy of any User, Lead & Contact objects found.
  • Anonymize requests are automated by searching for any object entity containing the customer's email, then anonymizing their data
    • Salesforce Users are not deleted.

Notice:
We highly recommend using the  Delete integration type over the Anonymize.
The anonymize integration is dependent on the user's internal usage of the records as well as the read/write permissions of each field, and therefore more prone to failure.

Before you start

  • Make sure your MineOS plan supports automatic integrations.
  • Make sure you have the permissions to create an API key on your Salesforce account.

Setting up

To connect the Salesforce integration, Click "Connect" and follow the onscreen instructions to authorize MineOS access.

    You're done! MineOS has been connected to your Salesforce account. You can now easily delete your customers’ data from Salesforce. 

    What’s next?

    Read more about the deletion process using integrations here.

    Read more about the get a copy process using integrations here.

     

    Talk to us if you need any help with Integrations via our chat or at portal@saymine.com and we'll be happy to assist!🙂