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Salesforce • CRM Data Discovery • Classification

Discover and Protect Sensitive Data Across Salesforce.

BigID connects securely to Salesforce using agentless APIs to discover and classify sensitive data across standard objects, custom objects, custom fields, attachments, files, and SOQL-supported data models.

Inspect actual field values, identify personal, financial, customer, employee, regulated, and proprietary information, and connect Salesforce data with access, role, exposure, privacy, security, and governance context.

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Salesforce Data Coverage

How Does BigID Discover Sensitive Data Across Salesforce?

BigID connects through secure Salesforce APIs and performs content-based inspection of actual field values across standard objects, custom objects, custom fields, attachments, files, and extended schemas. It classifies sensitive data, correlates findings with access and role context, and integrates results with enterprise privacy, security, and governance workflows.

Object-Level Coverage Scan standard objects, custom objects, custom fields, extended schemas, and relational CRM models.
Content Inspection Analyze actual Salesforce values instead of relying only on metadata, labels, or object names.
Access Context Connect sensitive records with user roles, permissions, overexposure, and data concentration.
Agentless Scale Use secure Salesforce APIs with configurable scan scope and no agents or application code changes.

Coverage Across Salesforce

Discover Sensitive Data Across CRM Objects, Fields, and Files.

BigID helps organizations understand what sensitive information exists in Salesforce, where it is stored, who can access it, and where CRM permissions or object configurations may introduce risk.

01

Standard CRM Data

Standard Salesforce Objects

Inspect common Salesforce records used across sales, service, marketing, customer support, revenue operations, and account management workflows.

Visibility into

Accounts, contacts, leads, opportunities, cases, customer records, transactions, and business attributes.

02

Extended CRM Models

Custom Objects, Fields, and Schemas

Discover sensitive information across organization-specific custom objects, custom fields, extended schemas, and complex relational data models.

Visibility into

Custom records, custom attributes, extended schemas, business workflows, linked objects, and SOQL-supported models.

03

Unstructured CRM Content

Attachments and Stored Files

Inspect documents, contracts, customer files, forms, exports, attachments, and other unstructured content stored alongside Salesforce records.

Visibility into

Attachments, uploaded files, documents, PDFs, customer records, contracts, forms, and supporting content.

04

Access and Exposure

Users, Roles, Permissions, and Data Risk

Connect sensitive-data findings with user and role access, excessive permissions, overexposed objects, policy tags, and data concentration.

Visibility into

Users, roles, permissions, broad access, object exposure, sensitive-data volume, ownership, and policy alignment.

The BigID Advantage for Salesforce

Connect CRM Data Discovery With Access and Risk Context.

BigID analyzes actual Salesforce field values—not only object names or metadata—and connects sensitive-data findings with roles, permissions, exposure, privacy, security, and enterprise governance policies.

Salesforce Data Intelligence

Understand Sensitive Customer and Business Data Across Your CRM.

BigID helps teams identify sensitive information across standard and custom Salesforce models, determine where it may be overexposed, and align CRM data with privacy, security, compliance, and governance programs.

Deep Object and Field Discovery Inspect standard objects, custom objects, custom fields, attachments, files, and complex relational models.
High-Confidence Classification Identify personal, financial, customer, employee, regulated, proprietary, and custom-defined data.
Access-Aware Risk Visibility Connect sensitive CRM data with users, roles, permissions, overexposed objects, and data concentration.
Agentless API Integration Connect securely through Salesforce APIs without endpoint agents, infrastructure deployment, or code changes.
Configurable Scanning Control scan scope and scheduling while aligning discovery with Salesforce API and performance limits.
Unified Enterprise Classification Extend Salesforce findings across cloud, SaaS, data lakes, analytics, security, privacy, and AI environments.

Technical Advantages

Scalable Discovery for Enterprise Salesforce Environments.

BigID combines content-level Salesforce scanning, agentless API integration, access-aware risk context, and unified classification across SaaS and the broader enterprise.

01

Content-Based Object and Field Scanning

Analyze actual Salesforce values across standard and custom objects to identify sensitive information accurately.

02

Agentless API Integration

Connect securely through Salesforce APIs without agents, infrastructure deployment, or application code changes.

03

Access-Aware Risk Context

Correlate sensitive CRM records with user permissions, roles, exposure indicators, and concentration risk.

04

Unified Enterprise Classification

Extend Salesforce findings across cloud, SaaS, data lakes, analytics, security, privacy, and AI systems.

Salesforce Data Protection

Bring Sensitive Data Visibility Across Your Salesforce Estate.

Discover sensitive CRM records, identify overexposed objects and excessive access, support privacy workflows, and connect Salesforce data with enterprise security, governance, and compliance policies.

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Salesforce Data Coverage

Salesforce Data Discovery and Classification Frequently Asked Questions.

Does BigID scan Salesforce at the metadata or data level?

BigID performs content-based scanning by analyzing actual Salesforce field values across objects to identify sensitive data accurately.

Can BigID scan custom objects and fields in Salesforce?

Yes. BigID supports discovery and classification across standard and custom Salesforce objects and fields, including extended schemas.

Does BigID require an agent or Salesforce code changes?

No. BigID connects to Salesforce using secure, agentless API integration and does not require agents or Salesforce code changes.

What types of sensitive data can BigID identify in Salesforce?

BigID identifies personal and regulated data, financial information, customer records, employee data stored in Salesforce, industry-regulated categories, proprietary business data, and custom-defined sensitive elements aligned with enterprise policy.

How do teams use BigID’s Salesforce discovery results?

Teams use BigID to generate sensitive-data inventories, validate policy alignment, support privacy workflows, and improve visibility into where sensitive Salesforce data may be overexposed.

Salesforce Data Intelligence

Get Clear Visibility Into Sensitive Salesforce Data.

Discover and classify sensitive CRM data, identify overexposed objects and excessive access, support privacy and compliance workflows, and align Salesforce with enterprise policy.

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