GDPR (not used)

Apply GDPR Privacy by Design principles

Document all processes that create, manage or delete personal data in Marketing, Sales, Support and HR.

We are developing examples you can copy and modify: i.e. buying lists, creating lead gen forms, ‘forgetting’ personal data, reporting data breaches….

 

Map business processes

Understand your user requirements by develop simple, yet powerful hierarchical process maps.

Develop a “single source of truth” that is more than project documentation, but is the operations manual for training and ongoing support.

Capture requirements

Capture and manage all your requirements and users stories in one place with a managed lifecycle from “raised” to “implemented”.

Add supporting information and collaborate on requirements, link to process and Salesforce config items. Sync user stories with Jira.

Document your Org

Get real insights into your Org customizations by sync’ing your config data to a Ref Model where you can see the full picture and can assess the impact of GDPR.

Add supporting notes and collaborate on any item.  Link any item to the requirements and the process steps that use it.

Provide training (for free)

Develop the process diagrams so that they can be used as the point of need training.

Linking process steps to the supporting information (procedures, training , videos, Salesforce screen / workflow).

Build a list of bookmarked process diagrams with the “Elements Maps” tab in Salesforce.

 

Embed processes in objects

Insert process diagram into a standard or customer object – by record type – as training support – with 3 lines of Apex code.

Not a screenshot but a live diagram where all the links and navigation works. And it is dynamically refreshed.  Lightning and Classic.

Comply with GDPR DATA regulations

Nightly sync of all Salesforce objects and fields to Elements Ref Model – core and installed apps.

Update the status of every field: Personal Data, Sensitive Personal Data, n/a. Report on status of validation efforts

Stay on top of compliance. Notification of new fields added after overnight sync.

Provide governance

Manage a formal release cycle for process content from draft through to published with access to archives.

End users  can be confident they are using the published version.

Demonstrate to auditors which process steps support the regulatory standards.