Article written by
Dineshkumar Rajamani
10 MIN READ
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Security challenges arise at the time companies integrate Amazon Connect with Salesforce. Customer data protection needs careful attention. This becomes even more critical with rules like GDPR that just need strict compliance.

Let us walk through the steps to secure call recordings between these platforms. We'll help you protect your customer's information while getting the most from your Amazon Connect and Salesforce connection. 

Understanding Call Recording in Amazon Connect and Salesforce

The technical foundation of secure call recording between Amazon Connect and Salesforce depends on proper CTI technology setup and data flow configurations. Organizations need to understand these basics to stay compliant while getting valuable customer conversation data.

What is CTI call recording?

Computer Telephony Integration (CTI) call recording plays a significant role in modern contact center technology. CTI bridges phone systems and computer applications to make shared data exchange smooth between them. Contact centers can automatically capture voice interactions and store them securely to use later.

CTI call recording does more than just capture audio. This technology creates a complete record that has call metadata like duration and timestamps along with the actual audio content. CTI systems also track call history and create relevant records in integrated applications like Salesforce. These recordings become part of a customer's contact history and give agents great context to use in future interactions.

Companies that use CTI call recording get complete visibility into customer interactions, improved quality assurance, and better compliance monitoring. The system keeps logs against Account and Contact records to create a unified view of all phone interactions with customers.

Salesforce integration overview

Amazon Connect and Salesforce merge through Service Cloud Voice (SCV) to create a unified contact center solution that combines voice conversations, digital channels, and CRM data. This native integration saves each voice interaction as a Salesforce data object, so you can access reports and analytics right in Salesforce.

Sensitive Data Protection with Amazon Connect

Protecting sensitive customer information is a critical priority in handling call recordings. Privacy protection and valuable customer insights require resilient data protection measures within Amazon Connect.

What is automatic data masking?

Automatic data masking identifies and removes sensitive information from conversations through Natural Language Understanding. Names, addresses, and credit card details get automatically redacted from transcripts and recordings. The process runs systematically after call disconnection, unlike manual redaction.

Masking helps customers interact openly while reducing compliance risks. All stakeholders benefit - customers avoid accidental PII disclosure, agents stay protected from handling sensitive information, and businesses face lower compliance breach risks.

How to enable masking in live transcriptions

Amazon Connect provides immediate sensitive data redaction in chat communications for live interactions. This feature blocks sensitive information from passing between customers and agents during conversations.

Agents can employ a secure entry method for voice calls:

  • Agents activate a secure session using a quick connect button
  • Recording temporarily stops while customers provide sensitive information
  • The call and recording resume afterward, leaving no trace of the sensitive data

Contact centers handling payment information find this approach valuable because it helps maintain PCI compliance by preventing credit card number storage.

Masking in stored call recordings

The redaction option gets enabled by configuring the "Set recording and analytics behavior" block for post-call protection. Contact Lens creates redacted files that remove sensitive information from transcripts and replace sensitive audio segments with silence once enabled.

Compliance with GDPR and HIPAA

The redaction feature doesn't completely satisfy HIPAA de-identification requirements despite its resilient protections. Regulations like HIPAA still require treating redacted health information as protected health information.

La Confianza specializes in implementing Salesforce with Amazon Connect integration and focuses on secure call recording features. We help organizations set up appropriate masking settings based on their specific compliance needs while preserving customer conversation data value.

Best Practices for Data Security and Access Control

Strong security measures are essential for successful call recording when integrating Amazon Connect with Salesforce. Your customer conversations need proper access controls to stay protected throughout their lifecycle.

Controlling access in Salesforce with permission sets

Salesforce users need specific permission sets based on their roles:

  • Contact Center Admin (Partner Telephony) for administrators
  • Contact Center Agent (Partner Telephony) for agents

Security profiles should have the "Recorded conversations" permission enabled for call recording access. Agents should only view recordings from their assigned groups through hierarchical access controls to protect sensitive conversations.

La Confianza specializes in implementing secure Salesforce features with Amazon Connect integration. We help organizations maintain strong call recording security while maximizing their CTI capabilities.

Conclusion

Protecting call recordings between Amazon Connect and Salesforce needs careful setup and constant alertness.

A well-implemented call recording integration boosts customer service capabilities. 

The technical setup might look complex initially, but the advantages of secure call recording are worth the effort.

La Confianza specializes in Salesforce consultancy with deep expertise in Amazon Connect integration. We help companies set up this feature the right way, so call recordings stay secure and valuable. Our team knows the specific security needs and compliance requirements for this integration.

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