Case Study: Walter Scott achieves GDPR-compliant Salesforce backups and rapid recovery with OwnBackup

Walter Scott Exceeds GDPR Requirements for Salesforce Backups with OwnBackup

Walter Scott & Partners, an Edinburgh-based asset manager, relied on Salesforce to store client PII and business communications for 150 users. Their weekly .CSV export backup was manual, hard to search or edit for Data Subject Access Requests, and did not meet GDPR Article 32 resiliency and encryption requirements—leaving the firm exposed to lengthy restores, operational disruption, and regulatory risk.

OwnBackup provided automated, encrypted, immutable daily backups with a self-service, searchable interface and retention controls, enabling rapid anonymisation and accurate SAR responses. Implementation took minutes, and Walter Scott improved its RPO from one week to less than a day and its RTO from five weeks to under a day, restoring GDPR-aligned data protection and fast recovery.

Walter Scott

Leigh Etienne

Senior IT Manager