Salesforce Data Governance Solution
Enforce Salesforce Data Governance Without Third-Party Exposure
Field-level control. Native masking. Real-time visibility. GRAX enforces Salesforce data governance without exposing sensitive data to SaaS tools.
What Is Salesforce Data Governance?
Salesforce data governance covers four disciplines: access control, data security, retention enforcement, and audit logging. Salesforce provides baseline tools in each area, but they fall short of enterprise and regulatory requirements. Field history is capped at 20 fields per object. There is no native retention policy engine. Masking sandbox data requires external tools. For organizations subject to GDPR, HIPAA, or PCI DSS, these are compliance gaps, not configuration problems.
Why Salesforce Data Governance Needs a Better Solution
Salesforce stores sensitive data but does not govern it at the level regulated organizations require. The gaps are structural.
Limited Audit Logs
Field History Tracking is capped at 20 fields and retains data for only 18 months, insufficient for HIPAA or FINRA compliance.
No Retention Enforcement
There is no native mechanism to delete or archive records by region, classification, or policy. Meeting GDPR’s right to erasure requires custom development or external tooling.
Risky Sandbox Replication
Every sandbox refresh copies live production data into a less-controlled environment. Without systematic masking, developers and contractors access real customer data.
Insufficient Field-level Visibility
Salesforce’s native logging cannot reconstruct the full context of a field edit or record access, what compliance investigations and audit responses require.
How GRAX Solves Salesforce Data Governance Differently
GRAX treats governance as infrastructure, not workflow. It runs inside your environment and enforces policies at the data layer, no SaaS dependency, no third-party data exposure.
Native Field History Tracking
Log every change to sensitive data without Salesforce’s field cap or retention limit.
Policy-based Data Masking
Mask sandbox data by role, geography, or record type, automatically, at the point of data movement.
Retention Control by Policy
Enforce deletion or archival rules by data type, business unit, or region, applied natively during replication and backup.
Audit-ready Rollback
Restore any object or field to its exact previous state, instantly.
Solution Overview
How to Implement Salesforce Data Governance with GRAX
Effective Salesforce data governance connects your compliance requirements to enforceable technical controls. GRAX supports each stage of that process, from classifying sensitive data to generating the audit logs that prove your policies are working.
Your Governance Implementation Checklist
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Step 1: Define data classification.
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Step 2: Set retention policies.
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Step 3: Control access by role and region.
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Step 4: Implement masking.
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Step 5: Enable audit logging.
Explore GRAX in Action
Walk through the core GRAX platform capabilities, all running inside your own infrastructure.
Built for Regulated, High-Stakes Environments
Data governance requirements vary by industry, but the cost of getting it wrong is the same, failed audits, regulatory penalties, and loss of customer trust. GRAX is built to meet the specific compliance mandates of the industries where the stakes are highest.
Healthcare
Track and mask PHI in compliance with HIPAA, including field-level audit logs, minimum necessary access enforcement, and sandbox masking without external tools.
Financial Services
Enforce data minimization and access control for PII and financial records. Support FINRA, SOX, and PCI DSS with audit-ready logs and policy-driven retention.
Public Sector
Retain, archive, or delete citizen data based on jurisdictional mandates. FedRAMP and FISMA-aligned governance, inside your own infrastructure.
Retail and Consumer
Enforce masking and retention policies across regions, aligned to GDPR, CCPA, and PCI DSS, across production, sandbox, and analytics environments.
GRAX is a profound solution that will help companies learn from the past, and thus optimize the path forward.
Listen nowEric Kavanagh
CEO, The Bloor Group
We can sleep safely now knowing we have comprehensive backup that is easy to use and makes us compliant with everything from GDPR to FERPA.
Bogdan Mihailov
Chief Technical Officer
Thanks to GRAX, that process has now been automated and saved our team valuable time to work on items more pressing.
Sabre
Principle Product Manager
… we all can go about our daily lives without thinking of it. That’s what my definition of a good archive platform does.
Global Wearable Technology Retailer
VP, Customer Success
…the best Salesforce vendor I have ever worked with, and I’ve worked for Salesforce and with Salesforce for years…
US Investment Firm
Operations Manager
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Salesforce Data Governance FAQs
What is data governance in the context of Salesforce?
Salesforce data governance is the set of policies and controls that determine how data stored in Salesforce is accessed, protected, retained, and audited. Without it, regulated organizations cannot demonstrate compliance with GDPR, HIPAA, PCI DSS, or internal data policies. The consequences of inadequate governance range from failed audits and regulatory penalties to data breaches and loss of customer trust.
Why isn’t native Salesforce tooling enough for data governance?
Salesforce provides baseline governance features, but they were not designed to satisfy enterprise compliance requirements at scale. Field History Tracking is capped at 20 fields per object and retains data for only 18 months. There is no native policy engine for retention enforcement or automated deletion. These are architectural limitations, not configuration gaps, they cannot be resolved without additional tooling.
Is this a real-time or batch data replication solution?
How does GRAX enforce data governance inside my infrastructure?
GRAX runs inside your own environment, whether AWS, Azure, GCP, or on-premises, and enforces governance policies at the data layer. Field-level audit logs, retention rules, masking configurations, and access controls are all applied natively, without routing data through a third-party SaaS platform. Every operation is logged and auditable within your own infrastructure.
Which compliance frameworks does GRAX support?
GRAX supports governance requirements across GDPR, HIPAA, PCI DSS, FINRA, SOX, FedRAMP, FISMA, CCPA, and internal data governance policies. The specific controls, retention periods, masking rules, audit log depth, access restrictions, are configurable to match your organization’s regulatory obligations.
Can GRAX help with GDPR right to erasure requests?
Yes. GRAX enables policy-driven deletion of Salesforce data by object, field, region, or classification. When a data subject submits an erasure request, GRAX can locate and permanently delete the relevant records across your Salesforce environment and replicated datasets, with an audit trail confirming the deletion was completed.
How does GRAX handle audit logging beyond Salesforce’s native limits?
GRAX captures field-level change history across all objects and fields within your governance scope, with no cap on the number of tracked fields and no limit on retention duration. Every change is logged with full context: who made it, when, and what value changed. Those logs are stored inside your infrastructure and available for compliance review at any time.
