Salesforce Data Lifecycle for Financial Services

Data management is the key to unlocking the potential of Salesforce

Financial Services organizations are increasingly leveraging Salesforce for much more than just customer relationship management.

Not only does this associated data have a high degree of complexity, it also must be secure, agile, and compliant with regulations. Salesforce architects and product owners at financial services institutions need to apply the foundational principles of data management to fully deliver on the promise of Salesforce.

This eBook explains:

What makes financial services data so complex
How to reduce risks to prevent problems and recover quickly
How to improve performance to achieve fast customer service, user experiences, and developer environments

Data success starts here

Odaseva helps Salesforce enterprises protect their most valuable asset – data.

Data Protection

Build a resilient approach to protect and secure Salesforce data, so your recovery plan becomes a proven and auditable reality.

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Data Security

Secure your data with a Zero Trust approach to confidentiality, and embody a secure, encrypted, and compliant security posture.

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Data Archiving

Optimize system efficiency and guarantee the availability and reliability of critical data to ensure your business isn’t interrupted.

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Data Compliance

Audit your data in real time and deliver compliant policies across the entire data lifecycle.

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