On June 12th, Salesforce announced ‘AI Cloud,’ which aims to embed generative AI capabilities throughout their market leading CRM tool in an effort to enhance productivity for all Salesforce CRM users. The announcement features eight different sections: Sales GPT, Marketing GPT, Slack GPT, Flow GPT, Service GPT, Commerce GPT, Tableau GPT, Apex GPT.

Every sales and marketing interaction — regardless of where it happens — generates data. Every note written on a salesperson’s computer and every contract or presentation that is uploaded into a CRM system produces valuable signals sales teams use to secure leads and close deals.

As with most SaaS applications, within Salesforce it is your organization’s responsibility to determine whether Salesforce’s default security settings meet your specific security and compliance obligations. Read this online guide, for free, to learn about the problem of data exposure in Salesforce and how to ensure compliance with HIPAA, PCI, and other leading industry standards while storing sensitive data in Salesforce.

By design, Salesforce is an environment where customer PII and other sensitive information must be shared and stored. However, compliance regulations like PCI DSS, HIPAA, GDPR, CCPA, and others limit this storage and usage of customer data to only what’s justifiably required for an organization to carry out its duties. Even then, there are requirements for how this data should be stored – like whether it should be encrypted, for example.

Keeping your sales and security teams in sync on the progress of security questionnaires can be painful. Frustration due to lack of transparency can occur, which tends to add friction to the sales process. This is because answering a security questionnaire and going through security reviews is a team sport, and sales people always want to know the latest status.