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This section summarizes how ShiftUp handles access, processing, and storage boundaries.

Security Principles

  • Customer data ownership remains with the customer in Salesforce.
  • Access is constrained by the customer-defined integration user permissions.
  • ShiftUp does not train custom models on customer data.
  • Final analysis outputs are written back to Salesforce.

Security Scope

ShiftUp security considerations include:
  • Integration authorization and least privilege
  • Data handling inside and outside Salesforce
  • Multi-tenant isolation controls
  • AI model and external source handling