Metomic for Salesforce

Salesforce is used by companies globally to manage their customer relationships. Metomic can help you protect sensitive data within your users, attachments, and contracts, and comply with data regulations like GDPR, PCI DSS, and HIPAA.

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Trusted by organisations worldwide

Data discovery for Salesforce

Scan many different types of assets for sensitive data in Salesforce

Metomic’s data security solution helps to identify sensitive data that may be shared across customer emails, opportunities, and more.

Use hundreds of pre-built classifiers to get started right away
Build custom classifiers to find the risks that matter to you
Scan users, attachments, tasks, leads, contracts, emails and more
Find critical risks from day one, with easy set-up for quick access

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Remediate

Lock down your data, not your employees

Metomic helps your team to keep productivity high, while protecting sensitive data, and helping you comply with data regulations

Customised Rules to give you peace of mind
Access controls to limit data exposure on sensitive documents
Detailed reports on how data is shared in Salesforce

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Testimonial

Immediately, especially for the Google Workspace document sharing, Metomic has paid for itself seven fold.

Hatitye Chindove

Head of Information Security and Data Compliance

Learn more about SaaS data security

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A Comprehensive Guide to Data Classification & Labelling in SaaS

Protect sensitive business information, including files in Google Drive, with effective real-time data classification & labelling. Learn how to organise and tag data based on its sensitivity and importance, apply appropriate security measures within platforms like Google Drive.

Selecting The Right Data Loss Prevention (DLP) Solution For Your Organisation: A Buyer’s Guide

Protect your business from data breaches with the right DLP solution. Learn how to choose the perfect DLP for your organisation and discover how Metomic can help you safeguard sensitive information.

Metomic Report: Healthcare Data Crisis - Uncovering the Alarming Gaps in Data Security and Compliance

In our Healthcare Data Crisis report, we share new data - gathered through our platform - that highlights how insecure file-sharing practices are exposing large amounts of sensitive data.

Common Mistakes When Deploying Data Loss Prevention (DLP) in Your Organisation

In this article, we’ll explore the common mistakes that IT and Security teams make when deploying DLP in an organisation.

A Guide to Personally Identifiable Information (PII) Compliance & How to Protect it

Protect sensitive data with our guide to PII compliance. Learn about regulations, data classification, security measures, and a PII compliance checklist to safeguard personally identifiable information and prevent costly breaches.

A Comprehensive Guide to Healthcare Data Security

This comprehensive guide (with a FREE Webinar & Industry Report) aims to delve into the complexities of healthcare data security measures, highlighting key risks, regulatory requirements, and best practices to protect healthcare data and manage threats effectively.

The Complete Guide to PCI DSS 4.0

In this downloadable guide, we’ll take a look at what it means to be PCI DSS 4.0 compliant, and what the upcoming regulations for v4 will require.

The State of Data Security 2024

This report presents a detailed analysis of the data security landscape across multiple industries in 2024, and includes information on the dangers of data sprawl, the risks of stale data, and the departments that are consistently sharing data insecurely

Metomic CISO Survey Finds 72% of U.S. CISOs Are Concerned Generative AI Solutions Could Result In Security Breach

Metomic surveyed more than 400 CISOs to better understand the biggest challenges security leaders are up against in 2024, along with their top priorities and initiatives

Report: The State of Data Security in Financial Services

Our 2024 report reveals alarming statistics and offers actionable insights to safeguard your financial organisation's sensitive information. Download now to ensure compliance and protect your financial institution from costly breaches.

Checklist: NIS2 Directive Compliance - The 10 Requirements Organisations Need to Comply With

Here we detail all there is to know about NIS2 Directive compliance regulations and what it means for your organisation's data.

5 Things We Learned from our Webinar: ‘From DLP to DSPM’

Metomic CEO Richard Vibert, virtually sat down with Christopher Reed, CISO at SunFire, and Mackenzie Jackson, Developer Advocate at GitGuardian on our webinar, ‘From DLP to DSPM.' Here are our five key takeaways.

Data Security: Definition, Explanation, Guide and 10 Types of Data Security

This article explores the different types of data that need protection, the common threats to data security, and the importance of data security regulations. It also provides details on essential data security measures and solutions to help businesses secure their data.

Remote Work Security: How to Mitigate Data Risks?

The increase in remote working presents new cybersecurity challenges and threats with potentially devastating consequences for businesses. How can these be addressed?

How to Create a Security-Aware Culture in your Organisation

Here we explore how fostering a security-first culture can reduce cyberthreats. It explains what it is, its advantages, and how to create it through employee training, awareness campaigns, and even gamification.

A Guide to Data Visibility and Asset Management: Why They Should be a Priority for CISOs

Discover the critical importance of asset management for organisational security. Learn how to identify, protect, and control your digital assets to prevent data breaches, compliance issues, and financial loss.

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FAQ

All your important questions, answered

Why is it the right time to invest in Metomic for Salesforce?

With 150,000 companies using Salesforce globally, there is a high risk of sensitive data being unnecessarily stored in the CRM tool, leaving organisations vulnerable to data breaches or leaks.

Metomic’s integration with Salesforce allows you to minimise the data you store, and revoke permission from those who no longer need access, keeping your environment more secure.

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Why do I need data security for Salesforce?

As a central repository for sensitive business and customer information, data leaks could erode trust, damage brand reputation, and lead to legal consequences.

Using a data tool like Metomic can help companies to safeguard sensitive data, and comply with regulations like GDPR and HIPAA. By setting retention periods and restricting access to sensitive files, you can ensure that any impact of a data breach is limited.

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Does Salesforce have security built-in?

Salesforce has certain security measures built in to help protect data, such as encryption, and multi-factor authentication. However, using a data security solution to plug the gaps is key.

For instance, your employees will need to understand where their riskiest assets are stored and what types of sensitive data should not be shared inside the platform. A data security solution like Metomic can help to educate your team on best practices and automate security processes such as retention policies.

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Why use Metomic data security for Salesforce?

There are a few reasons to use Metomic for Salesforce:

Remain compliant with data regulations by identifying and preventing unauthorised handling of sensitive information
Protect Intellectual Property with full visibility enabling you to safeguard business assets
Detect and block suspicious activity with Metomic alerts and automatic actions
Monitor and control data flows to mitigate the risk of data breaches
Automate classification and tagging of data within Salesforce to help users understand the sensitivity of their content and apply appropriate security measures
Download logs and reports to understand how data is accessed, used, and shared within Salesforce for compliance purposes and internal investigations

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Book a personalised demo

Our team of security experts are on hand to walk you through the platform and show you the impact it can have on your business.  

Simply fill in the form and we'll get back to you as soon as we can.

Integrations

What other SaaS tools do you use?

Airtable

Discover where sensitive data is sitting inside your Airtable, and see who has access to it. Enabling our tried-and-tested policies, you'll automate the protection of sensitive data while educating your team on security processes.

Atlassian

Secure and control sensitive data across Jira, Confluence, and Atlassian tools with Metomic—automated visibility, labeling, and policy enforcement.

Box

Box is an integral part of many companies' SaaS stack, helping colleagues to collaborate and share content every day. Protect all of your most sensitive data by scanning your workspace with Metomic to identify where PII, company secrets, and more are stored.

ChatGPT

Boost your team's productivity with AI tools, minus the sensitive data risk. Our ChatGPT integration allows you to stay ahead of the game, shining a light on who is using the Generative AI tool, and what sensitive data they're putting into it.

Confluence

If Confluence is your company's source of truth, it most likely contains sensitive data that you want to keep private. Instant integration with Metomic can give you insights into where your sensitive data is stored, and who has access to it.

Dropbox

Many organisations use Dropbox to store documents that employees need to collaborate on, including files containing sensitive data. Metomic helps security teams detect and protect data such as PII, PHI, and PCI in Dropbox.

GitHub

Scan your GitHub to find API Keys, passwords, certificates, keys, passwords, and other types of sensitive data, in real-time. Metomic helps you identify the most critical risks to your business, so you can start addressing them right away.

Gmail

Secure sensitive data in Gmail with Metomic through automated discovery, labeling, and policy enforcement across a platform used by over 6M businesses worldwide.

Google Drive

Google Drive can house thousands of files containing sensitive data. Metomic's data loss prevention tool continuously scans your Google Drive to prevent risks without getting in the way of people doing their jobs.

Jira

Sensitive data, like security credentials and customer contact information, can often find its way into Jira. Use Metomic to find and protect this information before it's too late.

Linear

Enhancing productivity for software development teams, Linear is a project management tool designed to streamline workflows. Metomic helps devs keep their data in Linear secure so they can focus on collaboration, with peace of mind.

Microsoft 365

Microsoft 365 powers modern workplaces with seamless collaboration. Metomic ensures sensitive data in Teams conversations, SharePoint files, and OneDrive documents stays secure and compliant with regulations like GDPR, PCI DSS, and HIPAA

Microsoft OneDrive

Microsoft Outlook

Microsoft SharePoint

SharePoint collaboration sites house confidential files and PII. Metomic's DLP platform protects your sensitive data without disrupting team productivity.

Microsoft Teams

Microsoft Teams can be an ideal tool for collaboration within your team. Metomic's automatic remediation and redaction abilities can help to protect sensitive data within your Microsoft Teams environment.

Notion

Integrate Metomic in minutes to secure sensitive data inside your Notion workspace. We'll help you find pages that contain sensitive data and tell you who has access to them.

Slack

Integrate Metomic's DLP software with your Slack workspace in just one click to discover sensitive data that could be lurking across hidden or historic channels.

Slack Enterprise

Slack Enterprise is built for large organisations, giving users the ability to scale their environment and processes, in line with their growing business. Metomic protects sensitive data in Slack Enterprise, alerting security teams to the risks that matter to their company.

Trello

Connect Metomic to your Trello account and start detecting sensitive data in minutes. Metomic's DLP tool prevents data risks without getting in the way of people doing their jobs.

Zendesk

Integrate your Zendesk account and discover sensitive data in minutes. Using Metomic's flexible workflow-based policies, you can automate the redaction of sensitive data once tickets have been closed.

All integrations

Data Security in the AI Age: The Hidden Risks of Enterprise AI Tools and How CISOs Can Protect Against Data Exposure

Al and the Evolving Cybersecurity Landscape: Introducing Metomic's 2025 CISO Survey Insights