Salesforce Integration

Intelation for Salesforce

Intelation for Salesforce helps your team redact, mask, or pseudonymize sensitive data across support cases, CRM records, emails, and exports — all within your Salesforce environment.

Whether you’re handling legal requests, training AI models, or sharing data with partners, Intelation ensures your customer information stays private and compliant.

Key Capabilities

• Anonymize case notes, comments, and free-text fields
• Redact or pseudonymize incoming and outgoing messages
• Prepare AI training data with privacy-preserving transformations
• Enable DSR/GDPR compliance without deleting entire records
• Automate anonymization via Flows, Apex, or API triggers

Use Cases

• Support Teams: Redact names, emails, or PII from tickets and case comments
• Compliance Officers: Fulfill data privacy requests through anonymization
• AI/ML Teams: Clean case data before training or analysis
• Data Managers: Anonymize records before exporting to BI tools or vendors

Why Intelation?

• Protects both structured and unstructured Salesforce data
• Supports standard and custom objects
• No data sent to Intelation unless you opt in to cloud-based features
• Built for legal, healthcare, education, and financial services