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Capture, search, supervise, and retain all Salesforce Chatter enterprise collaboration content

Salesforce Chatter is the enterprise collaboration software designed to help teams collaborate and share knowledge, expertise, files, and data across the company. The Theta Lake integration allows organizations to capture communications from Chatter automatically. Our integration with Chatter now complements our existing Slack and Salesforce-generated email integrations, providing complete coverage for communications created across the Salesforce portfolio of solutions. With Theta Lake, firms can capture Chatter activity including posts, comments, announcements, questions, polls, and ensure a secure and compliant communication environment within Salesforce Chatter, balancing productivity and regulatory needs.

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Challenges

Regulated companies using Salesforce Chatter must adhere to capture, surveillance, and retention norms, and several challenges have limited Chatter’s adoption among regulated employee groups, including:
  • Inefficiency of Traditional Methods:
Traditional methods like manual data exporting and spot-check supervision are not only inefficient but also unscalable and error prone.
  • Impact of Legacy Solutions:
Legacy solutions exacerbate inefficiency during data search, review, and export for legal or auditor compliance.
  • Impact on Efficiency and Productivity:
The compliance process is time-intensive, expensive, and negatively affects the productivity of both compliance teams and the entire organization.
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Theta Lake Use Cases for Salesforce Chatter

Complete eCommunications Capture

Complementing our integration with Slack and Salesforce generated-emails, Theta Lake captures Salesforce Chatter attributes including posts, comments, announcements, questions, polls, and more. They are stored in their native format and fully threaded across the activity history.

Automated Risk Detection

Powered by AI and Machine Learning, Theta Lake offers 90+ built-in policy classifiers to detect risks in Salesforce Chatter collaboration, such as data loss, regulatory and corporate compliance violations, inappropriate behavior, and more.

Lightning Fast eDiscovery

Theta Lake offers robust eDiscovery capabilities across hundreds of search filters and metadata, such as participants, date ranges, and policy detections, with the ability to apply granular legal holds on.

Flexible Storage Options

Theta Lake is a SOC 2 Type 2-certified, 17a-4 compliant archive, purpose-built to preserve dynamic communications. Apply rule-based retention policies on all communications, or connect in to any existing third party archive and send content downstream.

How we Integrate

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Theta Lake’s Content Source Integration for Salesforce Chatter automates the capture of posts, comments, announcements, questions, polls etc. eliminating the need for manual export of data, saving time and resources for IT. After ingestion, content is threaded natively so that reviewers can easily gain key insights into context and identify potential data loss or regulatory risk. Theta Lake can act as the archive of record for institutions needing to comply with SEC 17a-4 Books and Records, or act as an archive connector and route captured Chatter content to a customer’s existing storage instance.

Theta Lake and Movius Integration Overview

ThetaLake and Salesforce Chatter Compliance