Enterprise

Enterprise-Grade Features

Security, compliance, and advanced automation for large organizations with complex data governance requirements.

Enterprise

SAML Single Sign-On

Centralized access control with your identity provider.

Enterprise

One login for everything — Users authenticate through your existing identity provider, eliminating separate passwords and enabling centralized access control.

Supported Providers

OktaAzure ADOneLoginGoogle WorkspacePing IdentityAuth0JumpCloudCustom SAML

Security Benefits

  • Centralized user provisioning/deprovisioning
  • Enforce MFA through your IdP
  • Session management and timeout policies
  • Audit trail of all authentication events

Custom Roles & Permissions

Granular access control beyond the standard Admin, Editor, Viewer roles.

Enterprise

Permission Categories

SCAN PERMISSIONS

  • Create scans
  • View scan results
  • Delete scans
  • Configure scan settings

MERGE PERMISSIONS

  • Manual merge
  • Bulk merge
  • Auto-merge configuration
  • Revert merges

ADMIN PERMISSIONS

  • Manage users
  • Billing access
  • API key management
  • Org settings
  • Create unlimited custom roles with specific permissions
  • Assign roles by object type (e.g., Lead Admin, Contact Viewer)
  • Team-based access control for multi-department organizations
  • Role inheritance for hierarchical permission structures

Webhooks

Real-time event notifications to your systems.

Enterprise

Available Events

EventDescription
scan.completedFired when a scan finishes processing
scan.failedFired when a scan encounters an error
duplicates.foundFired when new duplicates are detected
merge.completedFired after a merge operation completes
merge.revertedFired when a merge is undone
auto_merge.completedFired after auto-merge batch completes

Integration Examples

  • Post to Slack when duplicates are found
  • Update Microsoft Teams channel on merges
  • Trigger Zapier workflows
  • Log events to your data warehouse
  • Update external CRM systems

Webhook Features

  • HMAC signature verification
  • Automatic retries (3x with backoff)
  • Event filtering by type
  • Delivery logs and debugging
  • Multiple endpoints per event

Example Payload

{
  "event": "duplicates.found",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "scan_id": "scan_abc123",
    "object_type": "Lead",
    "duplicate_count": 47,
    "high_confidence": 12
  }
}

White-Label

Present True Record as your own solution.

Enterprise

Branding Options

  • Custom logo in header and emails
  • Custom color scheme
  • Custom favicon
  • Custom email sender name
  • Remove "Powered by True Record" branding

Custom Domain

  • Use your own subdomain (data.yourcompany.com)
  • SSL certificate included
  • DNS verification and setup support
  • Seamless user experience

Perfect for MSPs and consultants: Offer True Record as part of your Salesforce services with your branding. Your clients see your brand, you handle the relationship.

99.9% SLA Guarantee

Contractual uptime commitment with service credits.

Enterprise

99.9%

Uptime Guarantee

10%

Service Credit per 0.1% below SLA

<1hr

Critical Issue Response

ComponentSLA Coverage
Web ApplicationFull 99.9% coverage
API EndpointsFull 99.9% coverage
Background ProcessingBest effort (not included in SLA)
Scheduled MaintenanceExcluded with 48hr notice
  • Real-time status page with incident history
  • Priority incident response for Enterprise customers
  • Dedicated support channel for critical issues
  • Post-incident reports for major outages

Custom Integrations

Work with our team to build tailored solutions.

Enterprise

Integration Types

  • Data warehouse connections (Snowflake, BigQuery, Redshift)
  • BI tool integrations (Tableau, Looker, Power BI)
  • Marketing automation (HubSpot, Marketo, Pardot)
  • ERP systems (SAP, NetSuite, Oracle)
  • Custom Apex triggers and flows

Engagement Process

  • Discovery call to understand requirements
  • Technical scoping and proposal
  • Dedicated engineering resources
  • Testing and validation
  • Documentation and training

Included in Enterprise: Up to 20 hours of custom integration development per year. Additional hours available at preferred rates.

Extended Grace Period

More time to resolve billing issues without service interruption.

Enterprise
PlanGrace Period
Professional7 days
Business7 days
Enterprise10 days

Enterprise customers receive an extended grace period to resolve any billing issues before service is affected, ensuring business continuity.

Ready for Enterprise?

Contact our sales team to discuss your requirements and get a custom quote.

View PricingContact Sales
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