Toolbox EDRMS - Data Retention & Compliance | Foundation Edition
100% native Toolbox EDRMS brings enterprise-grade Document & Records Management directly into your Salesforce org. AVOID FINANCIAL PENALTIES: Adhere to regulations and only keep data for as long as needed and no longer REDUCE STORAGE COSTS: Free up space by deleting records you don’t have to keep COMPLIANCE & SECURITY: Automate retention policies for GDPR, FINRA or HIPAA EASE OF USE: 2-clicks to add record into File Plan RECORDS MANAGEMENT: Classify, store and manage records directly within Salesforce SECURE AUDITING: Maintain a complete, tamper-proof audit trail for every record IDEAL FOR: Organisations in regulated industries such as government, finance, healthcare and utilities that require robust records and retention management within Salesforce. Strengthen compliance with internal and external regulations; reduce risk through automated retention and audit controls; save time by managing records where your data already lives - in Salesforce and gain full visibility and accountability across your organisation. As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.
Top keywords
- records6×3.55%
- retention4×2.37%
- salesforce4×2.37%
- management3×1.78%
- audit2×1.18%
- compliance2×1.18%
- data2×1.18%
- directly2×1.18%
- keep2×1.18%
- policies2×1.18%
- record2×1.18%
- records management2×1.18%
360 SMS App for Salesforce Messaging - Send SMS | WhatsApp from Salesforce | CTI
Texting Experts! Compare us with others, you’ll see the difference! Features: Conversational 1-on-1 Texting | Threaded text messages on any object Link Tracking | Drip Campaigns Scheduled SMS & Event Reminders Bulk SMS/MMS, even from Reports Automated/Triggered SMS/WhatsApp through Process Builder Chatbot | Intelligent Text | Keyword-SMS based Responses SMS & Email Alerts Email Reply to Incoming Texts sends SMS response Dark Hours | Sticky SMS Number | SMS Templates | Text to Donate Verify the Phone Multichannel: SMS | MMS | CTI | Ringless Voicemail WhatsApp:2-way global messaging & WhatsApp Live Chat from website Supports: Omnichannel SMS Routing Sales, Service & Community Cloud | Marketing Cloud/Pardot/Marketo Salesforce1 mobile Long Code/Short Code | Bring Your Own Number (Fixed line, VOIP) / Carrier (Twilio, Nexmo, Ring Central, etc.) Compliance: TCPA, GDPR, HIPAA, etc. | Opt-In/Opt-Out Use Cases: Education, Recruitment, Mortgage, Real Estate, Professional Services, Healthcare, NPO, etc. Lead Capture/Qualification, Automated Reminders, Schedule Meetings, Marketing Campaigns, Case Management Demo: https://360smsapp.com/contact-us/
Top keywords
- sms9×5.88%
- etc3×1.96%
- text3×1.96%
- whatsapp3×1.96%
- automated2×1.31%
- campaigns2×1.31%
- cloud2×1.31%
- code2×1.31%
- email
