Our digital bank faced a unique challenge: transitioning their customer data from their old CRM system. The stakes were high – safeguarding personal data according to GDPR standards while transferring large volumes of customer information.

The task was clear: ensure every update and change in customer data was meticulously tracked and in line with regulatory demands. In this move, Salesforce was to become the primary data repository.

From the outset, Redtag was deeply involved in the bank's GDPR solution design process. The focus was on integrating Salesforce's standard features to strike a balance between robustness and manageability. Platform Shield Encryption was chosen to secure sensitive customer data.

This meant that even in breach scenarios, the data remained encrypted and safe. Additionally, Salesforce Field Tracking History was implemented, creating a precise log of all data changes. This step ensured every adjustment corresponded to GDPR's tracking requirements.