Best practices for ensuring customer data is secure and compliant with regulations while using Salesforce
Customer service today is more than just resolving issues — it is a trust-building function. Every interaction, whether through chat, phone, email, or online portals, involves the exchange of personal details. Customers expect companies to keep this information protected, accurate, and confidential.
But at the same time, customer service teams must work fast. They must respond quickly, understand context, view previous interactions, and sometimes access sensitive records to give complete support. This creates a challenging environment:
