Data Location
- ShiftUp creates managed custom objects in customer Salesforce orgs.
- AI-generated outputs are stored in Salesforce managed objects.
Runtime Processing
Contextual CRM data is used at analysis runtime and is not shared across customers.Storage Outside Salesforce
ShiftUp does not persist CRM record content outside Salesforce. Platform storage is limited to minimal operational metadata used to run workflows.Multi-Tenancy and Isolation
- ShiftUp AI Platform is multi-tenant.
- Requests are keyed by API key and Salesforce org ID.
- Workflow isolation is enforced at the org boundary.
Vector Data
- Vector embeddings are derived from public external research data.
- Customer CRM content is not embedded into vector databases.