Secure Data Management & Compliance

Data Compliance-First Automation

Automate compliance workflows across your Salesforce environment - from approvals to audit trails - so policies are followed, risks are reduced, and reviews never get missed.

Trusted by industry leaders - including Fortune 500 enterprises

Key benefits of automating compliance-first workflows in Salesforce

Compliance isn’t just about documentation - it’s about consistency, control, and visibility. When workflows are manual or ad hoc, compliance gaps emerge. Ascendx helps enforce policy-driven processes in Salesforce with automation that ensures nothing gets skipped, missed, or lost in email chains.

Automate policy-based approvals and routing

Trigger review and approval workflows based on product type, deal size, geography, or internal thresholds. Ensure all required steps are completed in the right order - automatically - with built-in logic to prevent circumvention.

Trigger review and approval workflows based on product type, deal size, geography, or internal thresholds.
Ensure every record, document, or data change follows an approved structure.

Standardize documents and recordkeeping

Ensure every record, document, or data change follows an approved structure. Automatically populate required fields, lock critical content, and archive documents for future reference - supporting both operational and legal compliance.

Maintain full audit traceability

Track every approval, change, and submission across Salesforce with time stamps, user IDs, and contextual data. Create defensible audit trails for internal controls, external regulators, and governance stakeholders.

Track every approval, change, and submission across Salesforce
Proactively enforce compliance rules through automated checks, notifications, or escalation paths.

Reduce risk with real-time enforcement

Proactively enforce compliance rules through automated checks, notifications, or escalation paths. Prevent non-compliant behavior before it happens - without relying on manual monitoring.

More ways this solution drives value

Support complex approval hierarchies

Handle multi-level, region-based, or department-specific workflows with ease.

Ensure ongoing compliance

Apply real-time enforcement to records even after they're created or edited.

Reduce audit prep overhead

Have a complete, exportable log of actions, approvals, and changes ready at all times.

Apps that power this solution use case

Ascendx apps help compliance and operations teams enforce policies at scale - turning Salesforce into a system of record and control.

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1
Documill

Documill Automate

Automate document workflows, approvals, and audit-ready output based on pre-configured compliance logic.

2
CapStorm

CS: Assure

Track and preserve all data changes across Salesforce to support audit requirements and record integrity.

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3
Ortoo

Email-to-anything

Capture inbound regulatory requests or legal notices and convert them into structured Salesforce records.

4
Ortoo

Q-assign

Route compliance-related tasks, reviews, or approvals to the correct team based on policy and workload.

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Explore more ways to build control into your Salesforce processes

From structured backups to regulated document flows, Ascendx helps turn compliance into a scalable advantage.

Backup & Disaster Recovery

Automate backups and enable rapid recovery while maintaining full control over your data environment.

Regulatory & Risk Management Workflows

Structure and extract Salesforce data for risk reporting, audits, and governance processes.

Stay ahead in secure data management and compliance

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