eDiscovery for Salesforce
Salesforce is a cloud-based software that provides customer relationship management service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. It also offers organizations easy access to web-based software over the internet. Salesforce creates and supports customer relationship management (CRM) software that helps break down the technology silos between departments to give companies a complete view of their customer everywhere they interact with your brand.
About Simflofy eDiscovery for SalesforceSimflofy eDiscovery for Salesforce provides organizations the ability to perform the first three stages of the EDRM model. Organizations can identify responsive content, collect the content, and preserve the content by applying legal holds. Simflofy allows designated users with the appropriate permissions to search across Salesforce for responsive content to the eDiscovery request. Content can be searched and filtered by date, metadata, content type, subject, filename and much more. The responsive content can then be collected and shared for further culling with other parties. When the content has been culled, the remaining content can be preserved by applying a legal hold.
Frequently asked questions about eDiscovery for Salesforce.
1- Why do I need eDiscovery for Salesforce?
Human Resource, intellectual property, merger and acquisition, personally identifiable information and much more are being stored in Salesforce and are a source of discoverable content. Simflofy eDiscovery provides organizations the capability to search for, collect and preserve content stored in Salesforce.
2- Can I apply more than one legal hold to the content?
Simflofy eDiscovery allows multiple legal holds to be applied to content. Responsive content may be relevant for more than one eDiscovery request and should not be able to be destroyed or deleted until it isn’t part of a request.
3- Can content be edited while on a hold?
Simflofy allows an organization to configure this, some organizations want just a version of the content locked while others want the content itself to be locked and uneditable.
4- Can collected and preserved content be imported into an eDiscovery Review tool?
Simflofy provides the capability to export collected and preserved content in the EDRM XML format which can then be imported into a review tool.
5- Can Simflofy search across systems other than Salesforce?
Simflofy provides integration with over 55+ systems including ECM, email, File Sharing, ERP and databases for responsive content.