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Salesforce

Live

Classify Salesforce records field by field so AI assistants get usable context without exposing customer PII.

What Boundary governs

Field-level control

Accounts & Contacts

Identifying fields are tokenised or withheld; analytical fields pass through.

Opportunities

Deal context is available to the model while sensitive identifiers are protected.

Use cases

Pipeline summaries

Assistants summarise opportunities using real figures, not exposed personal data.

Account research

Reference codes preserve relationships without revealing identities.

How it connects

Scoped, per-user OAuth

Connected through scoped, per-user OAuth. Data is processed in transit only and never stored.

Govern Salesforce with Boundary

Book a demo to see field-level control applied to your live connector, or read how the control plane works.