Auto-approve Trust Center Access Using Salesforce Data for Targeted Document Sharing
Auto-approve Trust Center access based on Salesforce data
I dare you to imagine this: Your customer buys Product A. They request Trust Center access. You accidentally give them docs for Products A through Z. Now they're confused, and you're thinking to yourself, "what did i just do????!"
Enter, the fix you've been waiting for: Map Salesforce fields (like "Product Purchased" or "Industry") to Trust Center tags. When a customer requests access, Vanta checks their Salesforce record and auto-grants access to only the tagged documents that match. Product A customer gets Product A docs. Product B customer gets Product B docs. Beautiful.
π₯ demo clip (fyi: this is an end-to-end demo video for auto-approvals in SFDC. The tag-based auto approval demo starts around 5:08)
Gradual rollout over the next week or so (assuming no hiccups during the rollout!) Available for Professional, Trust Center Advanced, and Customer Trust Management plans.
