Trust Center Pro customers have the option to connect a CRM, such as Salesforce, to Drata in order to provide more context to, and streamline, document access requests.
Access request
After connecting a Customer Relationship Management (CRM) connection type within Drata, all new private document requests will contain additional information from a matching CRM opportunity to help provide more context to the reviewer.
This additional information streamlines access approvals by providing the necessary context upfront, enabling you to make informed decisions about granting access to sensitive documents without the need for repeated consultations with your sales team.
NDA Bypass and Automatic Approvals
Drata will search, by email or domain (example.com), for a matching CRM account and opportunity as well as the presence of an NDA, allowing customers/prospects to bypass the NDA when they submit their document access request.
To access the configurations go to:
Navigate to Drata's Trust Center page and select the Settings button.
Scroll down to the Document access management section and select the Edit icon.
Within the Search CRM for existing NDAs section, you can select one of the following options:
Do not search CRM for existing NDAs
Drata does not search for the presence of an NDA on an account record.
The document request workflow will default to the selection you made under the “Set up preferences for Trust Center document access” section.
Will display relevant information that has been retrieved from opportunities in the CRM that match the request.
Automatically search for NDAs but require approval for requests
Drata searches your CRM for a matching account/opportunity and an existing NDA when a document access request is made.
If a match is found, the customer/prospect is not required to sign a new NDA.
You will receive the access request and must manually approve or deny it.
If no matching account/opportunity and NDA are found, Drata defaults to the selection you made under the “Set up preferences for Trust Center document access” section
Automatically approve if NDA is found
Drata searches your CRM for a matching account/opportunity and an existing NDA when a document access request is made.
If a match is found, the customer/prospect is not required to sign a new NDA.
The request is automatically approved, and the documents are provided immediately.
If no matching account/opportunity and NDA are found, Drata defaults to the selection you made under the “Set up preferences for Trust Center document access” section
NDA Field Name
There is no common field that represents the presence of an NDA on file for a matching CRM account. We’ll need to know the field name and field value that indicates the presence of an NDA. You can reach out to your CRM administrator to identify the appropriate field and value you want Drata to check.
