Compliance and Governance
AI adoption on Salesforce needs clear rules for data, security, user access, auditability, and operational accountability.
Cubic Compass helps organizations design governance practices that make Salesforce AI solutions easier to approve, operate, and improve.
Review the Salesforce security assessment framework
Focus areas
- AI use case review and implementation readiness.
- Salesforce data access and sharing model review.
- Customer data handling and retention planning.
- Audit-friendly knowledge, prompt, and agent operations.
- Practical controls for integrations and external services.
- Assurance-level reviews for Salesforce production and sandbox environments.
Outcome
The goal is a Salesforce AI program that can move quickly without bypassing the trust controls your organization already depends on.