Vendor Privacy Scorecard · Salesforce
Salesforce Einstein: is it safe for client information?
AI inside Salesforce CRM, including Agentforce agents.
Bottom line
Strong for regulated businesses. The Einstein Trust Layer masks sensitive data and blocks model providers from keeping it.
Does it train on your data? By plan
Salesforce editions with Einstein: No training
The Trust Layer applies zero data retention with third-party model providers.
What an auditor will ask
- Trains AI on your data? No
- Customer data is not retained or used for training by model providers.
- Retention you can control? Yes
- Zero retention with model providers. Audit trail kept in your org.
- Signs a HIPAA BAA? Depends on plan
- Salesforce signs a BAA for covered services. Confirm Einstein features are included.
- Staff may read your content? No
- Not reviewed by model providers.
Security certifications
- SOC 2 Type II
- ISO/IEC 27001
- ISO/IEC 42001
- FedRAMP (Government Cloud)
Set it up the safe way
- Turn on data masking in the Einstein Trust Layer.
- Review the AI audit trail regularly.
- Confirm your BAA covers Einstein if you handle health information.
Salesforce trust centerBusiness privacy terms
Summarized from Salesforce's published terms, last checked 10/1/2026. Vendors change terms. Confirm every point against the agreement you actually signed. This is not legal advice.
Using Salesforce Einstein at work? An unvetted tool can cost you your license.
When an employee pastes client information or confidential files into Salesforce Einstein without the correct safeguards, licensing boards and regulatory bodies hold you responsible. AI Governance Rule Watch™ documents your approved tool roster, vendor reviews, and staff guidelines in permanent diligence records ready for any audit.
Founding member rate. Cancel anytime. Plus applicable taxes. Renews until canceled. Not legal advice and not a compliance certification.