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Salesforce

CRM & Customer SupportLast updated: 2026-06-10

Salesforce is a CRM and customer platform, reviewed for Einstein and Agentforce trust, sharing, tracking, retention, and organization controls.

ScoreLatest FindingScore BreakdownSource & EvidenceCompanyAlternatives
ScoreLatest FindingScore BreakdownSource & EvidenceCompanyAlternatives

75

Good

Good
Mixed
Weak
Good
Good

Overall Score

75

Good

AI Training:85
Good
Data Sharing:70
Mixed
Ads & Tracking:55
Weak
Data Retention:75
Good
User Control:80
Good

Overall Score

75

Good

AI Training:85
Good
Data Sharing:70
Mixed
Ads & Tracking:55
Weak
Data Retention:75
Good
User Control:80
Good

Latest Policy Findings: 2026-06-10

Salesforce is stronger on admin control than on telemetry, so the real risk sits in tenant setup, integrations, and Data Cloud sprawl.

Strongest: AI Training
85/100

Salesforce is strongest where organizations can tightly govern fields, roles, environments, exports, and AI features through admin policy.

Weakest: Ads & Tracking
55/100

Its weakest area is the surrounding tracking and platform surface, where telemetry, connected products, and broad CRM data flows can pile up fast.

Recommended Action:

Score Breakdown:

AI Training

85

Good

85

Good

Salesforce publishes privacy, trust, and AI-governance materials around customer-data processing.

+30Source [1]

Admins can decide where AI, Data Cloud, and related product features are enabled in the organization.

+25Source [2]

Salesforce distinguishes many customer workloads where it acts as processor or service provider rather than pure controller.

+15Source [3]

Field permissions, role boundaries, and org setup can limit what sensitive CRM context reaches AI features.

+15Source [4]

Salesforce says it may use AI to process personal data, including to develop and deploy AI systems.

-10Source [5]

AI and Data Cloud features can process broad CRM context depending on org configuration.

-5Source [6]

Data Sharing

70

Mixed

70

Mixed

CRM data can still flow through apps, integrations, processors, marketplace tools, and admin-managed automations.

-20Source [7]

Salesforce also allows legal, public-source, and business-transfer disclosure paths.

-10Source [8]

Salesforce provides DPA, trust, security, and subprocessor documentation for enterprise review.

+20Source [9]

Many customer-service contexts are framed as processor or service-provider activity for customer-owned workloads.

+20Source [10]

Admins can use roles, field-level security, and access governance to narrow internal sharing.

+15Source [11]

AppExchange and integration choices are at least customer-governed rather than globally forced.

+15Source [12]

Ads & Tracking

55

Weak

55

Weak

Salesforce websites use cookies, web beacons, pixels, tags, and similar technologies.

-25Source [13]

The privacy statement also allows tailored advertising and cross-site activity collection on web properties.

-20Source [14]

Enterprise admins can manage permissions, data access, and AI feature availability inside the product environment.

+20Source [15]

Salesforce is primarily an enterprise SaaS platform rather than a public consumer advertising surface.

+20Source [16]

Cookie preferences and privacy choices are disclosed rather than hidden.

+15Source [17]

Data Retention

75

Good

75

Good

Salesforce gives organizations administrative control over records, exports, and lifecycle workflows.

+25Source [18]

Role-based access, auditing, and security controls support more deliberate data-lifecycle management than many lighter SaaS tools.

+20Source [19]

Customer-controlled deployments and processor contexts let organizations set stronger internal rules for many workloads.

+15Source [20]

Trust and compliance documentation gives enterprises the information needed to review lifecycle implications across clouds.

+15Source [21]

Retention still depends on product cloud, org setup, legal requirements, backups, and connected systems.

-15Source [22]

AppExchange tools and integrations can duplicate or retain customer data outside the core record lifecycle.

-10Source [23]

User Control

80

Good

80

Good

Admins have extensive roles, field-level security, export, audit, and privacy-request tooling.

+25Source [24]

Organizations can govern AI, Data Cloud, and connected feature access rather than leaving everything to individual users.

+20Source [25]

Salesforce publishes trust, privacy, and control documentation that helps teams understand what levers exist.

+20Source [26]

Identity and access controls such as MFA and related security features further narrow access to sensitive CRM data.

+15Source [27]

Controls require careful admin configuration and can vary by edition, product cloud, and add-on.

-15Source [28]

The large product surface makes it easy to create new sharing and AI paths unless teams govern them actively.

-5Source [29]

Source & Evidence Links:

Sources:

Salesforce Privacy Page

Open: salesforce.com

Latest Finding

Open: salesforce.com

Evidence:

1. AI Use

Salesforce publishes privacy, trust, and AI-governance materials around customer-data processing.

Open: salesforce.com

2. AI Use

Admins can decide where AI, Data Cloud, and related product features are enabled in the organization.

Open: salesforce.com

3. Tracking

Salesforce distinguishes many customer workloads where it acts as processor or service provider rather than pure controller.

Open: salesforce.com

4. AI Use

Field permissions, role boundaries, and org setup can limit what sensitive CRM context reaches AI features.

Open: salesforce.com

5. AI Use

Salesforce says it may use AI to process personal data, including to develop and deploy AI systems.

Open: salesforce.com

6. AI Use

AI and Data Cloud features can process broad CRM context depending on org configuration.

Open: salesforce.com

Company Details:

Founded

Feb 1999

Founder

Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez

Parent Company

Salesforce

Lifecycle

Active

Category

CRM & Customer Support

CEO

Marc Benioff

Security Team

Security Team

Date Added

06-10-2026

Alternatives:

Freshdesk logo

Freshdesk

Customer Support

60

Mixed

Intercom logo

Intercom

Customer Support

60

Mixed

Pipedrive logo

Pipedrive

CRM

60

Mixed

HubSpot logo

HubSpot

CRM

65

Mixed

Zoho CRM

CRM

65

Mixed

Dynamics 365 logo

Dynamics 365

CRM

75

Good