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Case study / Salesforce + data residency

Rebuilding Tadawul’s Salesforce for Saudi data residency

A live Salesforce org, a tightening regulator, and a cleanup the business had been waiting on. We ran residency and adoption as one programme.

Read the case study 4-minute read
Client
Tadawul Group
Industry
Finance
HQ
Riyadh, Saudi Arabia
Timeline
Multiple update cycles
InCountry Saudi data residency on Salesforce

What's inside

How we approached it

Four moves that let us tidy the org and meet Saudi data residency inside the same delivery.

  1. 1

    Audit first, then scope

    We started with the live org and every sandbox we could find, read the inherited documentation, and collected user feedback before proposing anything.

  2. 2

    InCountry for residency

    Regulated fields route through the InCountry managed service so the records sit on servers inside Saudi Arabia while standard Salesforce keeps behaving as expected.

  3. 3

    Department by department

    Small, incremental process changes rolled out one team at a time, each with documentation and a walkthrough so adoption kept pace with the build.

  4. 4

    Multiple update cycles

    Each cycle picked up the next wave of findings, the next set of processes to document, and the next round of user adoption work.

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