Cloud
On-Prem

Turn Chatter on and collaborate confidently

Many organizations want to benefit from the increased collaboration and employee engagement that Chatter brings, but are held back by compliance or e-discovery obligations. Smarsh helps you to solve these challenges. Our solutions enable*:

  • Compliant collaboration: Smarsh empowers you to capture, archive and supervise Chatter files in support of compliance and record-keeping initiatives. Developed in partnership with the Salesforce product team, Smarsh helps to address key regulations set by the SEC, FINRA, FCA, MiFID II and others.
  • Monitoring of Chatter content in context: Smarsh retains all data in full context and enables point-in-time snapshots of entire threaded conversations. This makes review significantly faster and more effective, lowering the total cost of compliance-related workloads.

  • Automated archiving and fast, effective e-discovery: Smarsh securely captures both Salesforce email and Chatter data. This can be sent to the Smarsh Enterprise Archive, our immutable and context-aware data store. Form the archive, it is available for e-discovery alongside all other electronic communications. Content can also be sent to any third-party archive or ECM solution.

    *Features may vary between the cloud and on-prem versions of Capture

  • End-to-end security: Whether data is in transit or at rest.

Key Features

API driven Capture

Direct source capture

Smarsh captures Chatter content directly from the source through an API integration. Content is retained in its native format with chain of custody preserved.
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Message threading and attachments

All messages are captured together with files, images, videos and other attachments. Message threading displays conversations as they originally happened for ease of review.
Capturing communications in full and in context

Contextual capture

Smarsh captures all group and private messages in full conversational context, including posts, comments, polls, topics and links, for the best visibility into what happened and when.
enforcing-supervision-policies-and-carrying-out-content-surveillance

Content monitoring

Policies based on lexicons and patterns can be defined to flag text and file content for review. With certain deployments, alerts can then be generated based upon keyword or phrase matches and send to reviewers and/or the violator’s manager.
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Powerful search

Users can search for Chatter content based on user, date range, keywords, or content tagged to specific cases, events or topics.
Identity Integrations

Profile and identity management

Smarsh supports automated directory synchronization for unified identity and profile management
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Smarsh or external archive support

Chatter communications can be sent seamlessly to the Smarsh Enterprise Archive – an immutable and context-aware data store - or any other archive, application or data lake. Connected Apps are available for optimized supervision and e-discovery.