Cloud

Extend your recordkeeping, compliance, and e-discovery initiatives 

Salesforce helps departments and revenue teams across organizations to manage relationships at every stage, making it easy to sell more efficiently, effectively and at scale. Salesforce email has become a business-critical communication tool. However, without the right capture and archiving solution in place to govern its usage, tools like this open the door to risk for regulated organizations. Smarsh enables you to extend your recordkeeping, compliance, and e-discovery initiatives to the email that your organization sends using Salesforce. Smarsh capture and archiving solutions for Salesforce email enable organizations to:

  • Communicate compliantly: Smarsh ensures seamless and complete capture of all email content that your organization sends through Salesforce Sales and/or Marketing Cloud and Pardot. Your teams can harness the power of Salesforce while Smarsh helps you to meet strict SEC, FINRA, MiFID II and other records retention compliance requirements.
  • Monitor and protect your business: Archived content is preserved in a search-ready state, policy-checked, and available for quick access and review.
  • Automate archiving and reduce review complexity: Salesforce email is automatically ingested into the Smarsh Enterprise Archive for accurate, fast, and highly effective search, e-discovery and case management. This includes including email sent and received through your primary email server.
  • End-to-end security: Whether data is in transit or at rest.

Key Features

API driven Capture

Direct source capture

Salesforce email archiving is supported through journaling. Content is captured in its native unaltered format, directly from the source, preserving chain of custody.
Messagethreading&directionality

Message directionality

Users can search for messages in context and see the direction of each message, including whether it was sent internally or externally, whether a message was outbound or inbound.
Attach

Attachments support

Attachments, including images and other files, are supported. Content can be viewed or downloaded in proper context and in original form.
Identity Integrations

Identity integrations

Users can manage profiles across all archived communication channels with automated identity management.
Work Archive Access

Personal Archive access

In Professional Archive you can empower employees to access their own historical email with Personal Archive.
Security

IP restrictions and encryption

Smarsh delivers top-tier security, management and operational controls. All data is encrypted in transit and at rest and stored in immutable, compliant format.