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Regional Bank Boosts PPP Response with Secure Salesforce Data Integration

CapStorm helps streamline Salesforce access and analytics to power critical lending support across three states.

Customer Profile

Industry:
Financial Services
Company Size:
300+ employees
Tech Stack:
Salesforce
Specialities:
Banking, Investments, Insurance

The Challenge

This regional bank depends on Salesforce to manage client relationships across 20+ branches. While Salesforce Shield provided access control, the bank still lacked a way to ensure continuous data availability and integration with its broader data fabric. After a year of evaluating options, no solution offered the right combination of security, flexibility, and reliability. The bank needed a partner who could deliver a secure, self-managed solution for backup and integration, while meeting internal governance and compliance requirements.

The CapStorm Solution

CapStorm delivered a behind-the-firewall solution that gave the bank full control over their Salesforce data. Using high-frequency, incremental replication, CapStorm enabled secure backup, unlimited retention, and seamless integration with the bank’s internal systems.

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Secure, Incremental Backup

CapStorm provided self-managed backup of Salesforce data and metadata, fully hosted inside the bank’s environment.

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Near Real-Time Analytics Enablement

Data was replicated into the bank’s internal data fabric to support near-real-time reporting and analysis.

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Unlimited Retention + History Tracking

The bank retained all historical Salesforce changes, enabling advanced compliance and audit capabilities.

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Seamless Integration with Internal Systems

The bank connected Salesforce data with internal workflows, improving speed and decision-making.

The Impact

  • Enabled rapid PPP response, supporting over 1,800 small businesses.
  • Integrated Salesforce with internal systems for near real-time analytics.
  • Maintained full control of all customer data, no third-party storage.
  • Enhanced data resilience with continuous, incremental backups.
  • Preserved field history for audit and compliance confidence.
CapStorm helps streamline Salesforce access and analytics to power critical lending support across three states.
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