Ketch and Salesforce Sales Cloud

Start with discovery alone, and add deletion, access, or consent capability later, without having to re-architect the connection when your needs grow.

Salesforce CRM

About Salesforce Sales Cloud

Salesforce Sales Cloud centralizes customer information and sales team interactions, which means Contacts, Leads, Opportunities, and whatever custom objects a sales org has built up over time all potentially hold personal data. Not every organization needs the same set of privacy capabilities against that data on day one; some need a data inventory first, others need deletion and consent from the start.

Ketch connects to Salesforce Sales Cloud with that distinction built into the setup itself.

Capabilities

How Ketch works with Salesforce Sales Cloud

The Ketch Salesforce Sales Cloud integration covers four capabilities: Data Discovery, Rights Orchestration (Right to Deletion, Right to Access), and Consent Orchestration.Discovery itself works by authenticating against the connected org, automatically detecting the latest Salesforce API version, retrieving the full list of queryable objects, and calling a describe endpoint against each to pull field-level metadata. Objects that return permission errors are skipped without stopping discovery for the rest. Once discovery runs, Ketch can generate privacy findings directly, such as flagging personal data not yet covered by a DSR workflow.

Consent Orchestration

Syncs consent choices into Salesforce Sales Cloud through the same workflow used for every other connected system.

Rights Orchestration

Fulfills Right to Access and Right to Delete against Salesforce Sales Cloud through the same workflow used for every other connected system.

Discovery

Scans Salesforce Sales Cloud for personal data using the connected credentials. Critically, these don't all require the same setup.

With Ketch, teams can

  • Start with Data Discovery alone, using OAuth only, and add the managed package later if rights or consent capabilities become necessary
  • Discover both standard and custom Salesforce objects, with permission errors on specific objects skipped rather than blocking the rest of discovery
  • Fulfill Right to Access and Right to Delete requests once the managed package and Salesforce Site are configured
  • Sync consent and permit preferences from Ketch to Salesforce contact records
  • Get automatic privacy findings surfaced directly from discovered data

The gap

The problem this integration solves

Not every organization is ready for the same set of Salesforce privacy capabilities at the same time, and forcing a heavier setup than what's actually needed creates unnecessary friction:

01. Requiring a managed package and Salesforce Site just to get a data inventory is more setup than Discovery alone actually needs

02. An organization that starts with Discovery shouldn't have to rebuild the connection from scratch later if it decides it also needs deletion or consent capabilities

03. Salesforce license tier matters here too: Essentials and Professional licenses don't support the API calls this integration depends on, which is better to know before attempting setup

Ketch resolves the first two by cleanly separating what Discovery needs from what Rights and Consent need, so the setup an organization does matches what it actually requires at the time, and states the license limitation plainly upfront.

Why Ketch

Why teams choose Ketch for Salesforce Sales Cloud privacy compliance

Permissioning infrastructure that governs Salesforce Sales Cloud the same way it governs every other system in your stack — not a one-off connector bolted onto a banner.

  • Setup that scales with actual need

    Discovery-only organizations aren't forced through managed-package installation they don't yet need; organizations that need rights and consent get a clear, documented path to add them.

  • Discovery that becomes real findings

    Ketch surfaces specific gaps, like undiscovered personal data with no DSR coverage, directly from what discovery finds, not just a static inventory.

  • Backed by enforcement precedent

    The California Privacy Protection Agency fined Honda $632,000 over improperly configured data sharing with ad-tech partners, a reminder that CRM platforms holding both discovered and undiscovered personal data carry real exposure until every object is accounted for.

Questions about the Salesforce Sales Cloud integration

Integrations

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