Symmetry DataGuard for Salesforce
Symmetry's DataGuard provides complete visibility into your Salesforce data security posture. Discover where sensitive customer data lives, who has access, how it's being used, and what the security posture of your Salesforce environment is. Secure your CRM data from the data out.
Why Symmetry DataGuard for Salesforce?
Agentless Deployment
Non-intrusive monitoring through secure API based connector or OWN backup analysis.
Advanced Data Classification
Advanced AI/ML data classification that goes far beyond Salesforce’s native capabilities.
Data-to-Identity Mapping
Clear mapping of users, profiles, permission sets, and sharing rules to data and sensitive content.
Extensible Platform
Start with Salesforce and expand to your entire data environment, including IaaS. SaaS, and on-prem.
What We Do
What data do you have?
Find All Structured and Unstructured Data, Classify by Data Type and Pinpoint Data Store Location across Hybrid clouds.
Who can access that data?
Continuously Keep Eyes on Your Data with Near Real-Time Data Detection and Response Capabilities.
What's been done with the access?
Enforce Robust Protection and Continuous Monitoring of Data Access Permissions Across Environments.
Delivering Real Outcomes for Real Problems
Sensitive Data Discovery & Classification
Using a variety of AI/ML data classification capabilities, Symmetry DataGuard automatically discovers, classifies, and maps sensitive customer data across all Salesforce objects, attachments, and Chatter content. Identifies PII, financial records, and proprietary information with precise classification for privacy regulations like GDPR, CCPA, and industry compliance requirements, such as PCI DSS 4.0.
License Reclamation & Dormant IDENTITY Cleanup
Identify and reclaim dormant Salesforce licenses by analyzing user activity patterns, login history, and data access behaviors. Automatically detect inactive users, unused profiles, and stale permission sets to optimize license costs and reduce security exposure from forgotten accounts.
SALESFORCE DATA LEAKAGE PROTECTION
Reduce sensitive data exposure in Salesforce by monitoring and alerting on user activity on sensitive data and credentials embedded in documents, attachments, case comments, and Chatter posts.
Prevents accidental sharing of API keys, passwords, financial data, and PII through native Salesforce channels.
Agentforce Readiness
Prepare for Agentforce deployment by validating what Salesforce data sources can be safely connected to autonomous agents. Analyze data sensitivity across Salesforce to ensure only appropriate data feeds Agentforce interactions while maintaining customer privacy and compliance standards.
Industry Case Study
CASE STUDY
Leading Fintech Accelerates PCI DSS 4.0 Compliance with Symmetry
Fintech
<$400 Million Annual Revenue
3k+ employees
Eliminated 63% of dormant data stores.
5TB of unnecessary data deleted safely
Daylighted remaining 17% of Unknown AWS Accounts
17/102 AWS had been unknown to the security team
Achieved 100% MFA Compliance for Admin Identities
Enabled by visibility into MFA for all identities with access to data
“Symmetry helped my team accelerate PCI DSS 4.0 compliance, lock down our sensitive financial data, identify dark data (which lead to inflated cloud costs) and take control of our data management—giving us the confidence to keep innovating for our fintech clients.”
CISO @ Leading Fintech
About Symmetry
Symmetry is a pioneering Data+AI security platform trusted by Fortune 500 enterprises to conquer the most complex data security and privacy challenges across industries
As the only "Data-to-Identity" security platform, Symmetry uniquely merges identity context with data visibility to provide unmatched control over who can access sensitive data and how it's used—essential for compliance, least-privilege enforcement, and generative AI governance.
Organizations across finance, healthcare, and federal sectors have achieved measurable outcomes, including identifying and eliminating over 15PB of redundant data, offboarding hundreds of dormant users weekly, and discovering teams using sensitive data to train AI models. Symmetry operates across all major clouds, SaaS, and on-premises environments, supporting both structured and unstructured data while maintaining compliance with highly regulated sectors.
Join the ranks of innovative companies that trust Symmetry to answer critical questions like "Which contractors can access customer data today?" and "Where is regulated data being used to train AI models?"—empowering you to protect your most valuable assets and drive secure AI innovation forward.