SAAS SOLUTION

Symmetry 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.

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.

End to End Visibility & Protection

Identify

Discovers, classifies, maps, and monitors sensitive data across your Salesforce environment, including uploaded docs..

Protect

Enforce policies and remediate unused access, dormant identities, and sensitive data sprawl in Salesforce fields and uploaded docs.

Detect

Identifies and creates alerts for abnormal data behaviors and data policy violations in near real-time.

Respond & Recover

Contain security and business impact of compromised identities and impacted Salesforce data with speed and precision

Find Out What Sets Symmetry Apart from the Pack

Symmetry stands apart by uniquely combining data visibility and protection with identity context to provide unmatched control over sensitive information across complex cloud, SaaS, and on-premises environments. Find out for yourself how its data-to-identity security platform bridges traditional gaps between data security, identity access, and AI risk management — delivering measurable enterprise outcomes