Case Study: High-Tech & Financial Services achieves streamlined CCPA compliance with Cloud Compliance

High-Tech & Financial Services - Customer Case Study

High-Tech & Financial Services, a global FinTech enterprise, needed a way to automatically remove client data from Salesforce once customer relationships became inactive. To meet CCPA compliance requirements, they turned to Cloud Compliance for a solution that could address Salesforce’s lack of native automated deletion capabilities.

Cloud Compliance implemented Data Retention with complex business rules across multiple objects, including PII removal from records, related entities, child records, Chatter, Attachments, and Files. The metadata-driven approach enabled rapid policy changes without code updates, helping High-Tech & Financial Services streamline CCPA compliance, reduce storage costs, and update policies faster.