If you use Salesforce Revenue Cloud, keeping customer data safe is very important. Things like payments, contracts, and personal details must be protected.
Agentforce has strong security to keep data private and safe while helping your team work faster.
But how does it do that? Let’s make it simple.
Agentforce runs inside Salesforce’s Einstein Trust Layer—a security system that keeps customer data private when using AI.
This system makes sure:
✅ Only the needed data is used—nothing extra.
✅ Customer information stays private and cannot be shared.
✅ AI follows security rules so businesses stay safe.
“Einstein Trust Layer makes sure AI follows privacy and security rules.” – Connor Sandstrom, SOLVD Consultant
This means when customers ask about payments or accounts, their private information stays protected.
Agentforce follows four big steps to protect data:
1️⃣ Uses Only the Needed Data – AI only pulls the information needed and nothing more.
2️⃣ Hides Personal Details – Private info like names and payments are hidden while AI works.
“Agentforce keeps sensitive details private while still helping customers quickly.” – Connor Sandstrom, SOLVD Consultant
3️⃣ Does Not Save Data – Agentforce does not keep customer data after answering a question. The data is deleted right away.
4️⃣ Checks for Unsafe Content – AI scans all answers before sending them to remove anything wrong or unsafe.
“Agentforce checks every response to make sure it follows security rules.” – Connor Sandstrom, SOLVD Consultant
Agentforce helps businesses:
✔ Reduce mistakes – AI does security checks automatically.
✔ Keep customer trust – People feel safe knowing their data is secure.
✔ Save time – Security tasks are done automatically, so teams don’t have extra work.
“With built-in security, teams work faster while keeping data safe.” – Connor Sandstrom, SOLVD Consultant
Many companies use Agentforce to protect customer data while making work easier. Examples include:
✅ Helping customers check their payments while keeping personal details private.
✅ Making sure only the right employees can access payment records.
✅ Providing AI-powered insights using only safe data.
“Agentforce helps businesses use AI while keeping customer data protected.” – Connor Sandstrom, SOLVD Consultant
Yes! Agentforce follows strong security rules to protect customer data. With built-in security checks, privacy protection, and smart AI filtering, businesses can use AI without worrying about data leaks.
At SOLVD, we help businesses set up Agentforce the right way to keep customer data safe and make work easier.
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From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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