Data Location
- ShiftUp creates managed custom objects in customer Salesforce orgs.
- AI-generated outputs are stored in Salesforce managed objects and ShiftUp Service.
Runtime Processing
Contextual CRM data is used at analysis runtime and is not shared across customers.Storage Outside Salesforce
ShiftUp does not directly persist CRM record content outside Salesforce. However, if CRM context is shared with ShiftUp, we may store references to it in our service as part of generated research output along with operational metadata used to run workflows and use.Multi-Tenancy and Isolation
- ShiftUp AI Platform is multi-tenant.
- Requests are authorized with specific org-scoped credentials.
- Workflow isolation is enforced at the org boundary.