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Scratchpad

Medium Risk

Sales

AI-powered Salesforce workspace that simplifies pipeline management, deal inspection, and forecasting.

4
Risk Score
(1-10 scale)

Data Handling

Storage Location

US servers

Retention Policy

Account lifetime

Training on User Data

No

Risk Factors

  • ⚠Salesforce data accessed and cached
  • ⚠Pipeline data in secondary system
  • ⚠Browser extension with CRM access

Security Recommendations

  • ✓Audit Salesforce permissions granted
  • ✓Review browser extension scope
  • ✓Monitor data sync accuracy

Compliance

SOC 2✓
GDPR✓
HIPAA✗

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