AI tools and client data

Is Agentforce safe for client data?

Short answer: Whether Agentforce is safe for client data turns on which plan your staff are on, which account they signed in with, and what you have told them they may put in it — not on the product itself. On Agentforce add-ons and on Agentforce 1 Editions, Salesforce says it does not train its models on Customer Data, by default. Every fact on this page is Salesforce's own, quoted from its own pages and dated, and where we did not find a statement this page says so rather than filling the gap. Obsidian Ridge's free 30-day AI security assessment shows which AI tools your staff actually use.

By Kfir Yair, CISSP. Published . Updated .

See which AI tools your staff use

Plan by plan, in Salesforce’s own words

Salesforce's agents answer questions and carry out tasks using the CRM data and actions their permissions allow.

What you are askingAgentforce add-onsAgentforce 1 Editions
Trains the vendor's models by defaultNo. Salesforce says it does not currently train generative AI models on Customer Data.“Salesforce does not currently use Customer Data to train generative AI models.” source, read No. Salesforce says it does not currently train generative AI models on Customer Data.“Salesforce does not currently use Customer Data to train generative AI models.” source, read
How to turn training offNot found in the pages we read.Not found in the pages we read.
How long data is keptNot found in the pages we read.Not found in the pages we read.
What an admin can see or controlFor Service agents, review the permissions attached to the agent user before granting access to records.“Only Salesforce users with admin permissions can view or edit agent users.” source, read For Service agents, review the permissions attached to the agent user before granting access to records.“Only Salesforce users with admin permissions can view or edit agent users.” source, read
Single sign-onNot found in the pages we read.Not found in the pages we read.
Business Associate AgreementNot found in the pages we read.Not found in the pages we read.
Where the data is processedNot found in the pages we read.Not found in the pages we read.

An empty cell is not a reassurance and not a criticism. "Not found in the pages we read." means the Salesforce pages listed under Sources, read on the dates shown, do not answer it — so there is nothing for us to repeat, and something for you to ask Salesforce before client information goes near it.

What this means for

The duty does not change because the tool is new. What changes is where the client information ends up.

  • Law firms. A client confidence pasted into a personal account has left the firm’s control. Our law firm page sets out the duties we build evidence for; the decision here is whether a personal account may touch a client matter at all.
  • Dental and medical practices. We didn't find a BAA statement in the pages listed below; ask Salesforce before any patient data goes in. See dental practices.
  • CPA and accounting firms. Your written information security plan has to describe the tools people actually use, not the ones you approved. See accounting firms.
  • Financial advisers. Client account data in a personal assistant is the exposure; see financial advisers.
  • Software teams. A coding assistant reads the repository and can run commands, so the question is what it can reach, not what it was asked. See what AI agents on work laptops can reach.

How to tell which version your staff use

The plan is the whole answer, and you cannot tell from the outside. Three ways to find out, in order of how much they prove.

  1. 1. Ask

    Quick, free, and incomplete. People forget the tool they installed once and the account they signed in with.

  2. 2. Look at the billing and the admin console

    This finds what the business pays for. It does not find a personal account, which is the one that matters here.

  3. 3. Look on the computers

    A tool somebody installed themselves never appears in an IT list. Obsidian Ridge’s free 30-day AI security assessment takes a quiet inventory for 30 days and shows what each tool could reach, then a CISSP goes through it with you. See the assessment, or read a sample set of findings.

Settings to check today

From Salesforce’s own documentation. Each one is a change somebody can make this afternoon.

  • For Service agents, review the permissions attached to the agent user before granting access to records.“Only Salesforce users with admin permissions can view or edit agent users.” source, read

Worth knowing

  • Salesforce publishes both add-on licenses and Agentforce 1 Editions; confirm which agent types the order includes.“Agentforce add-ons and Agentforce 1 Editions” source, read

Questions we get asked

Is Agentforce safe for client data?

Whether Agentforce is safe for client data turns on which plan your staff are on, which account they signed in with, and what you have told them they may put in it — not on the product itself.

On Agentforce add-ons and on Agentforce 1 Editions, Salesforce says it does not train its models on Customer Data, by default.

Every fact on this page is Salesforce's own, quoted from its own pages and dated, and where we did not find a statement this page says so rather than filling the gap.

Does Salesforce train its models on what we put into Agentforce?

On Agentforce add-ons and on Agentforce 1 Editions, Salesforce says it does not train its models on Customer Data, by default.

On Agentforce add-ons and Agentforce 1 Editions: No. Salesforce says it does not currently train generative AI models on Customer Data.

Salesforce's own words: "Salesforce does not currently use Customer Data to train generative AI models." (read 2026-11-05).

How long does Salesforce keep what we put into Agentforce?

On Agentforce add-ons and Agentforce 1 Editions: Not found in the pages we read.

Can an administrator read what we put into Agentforce?

On Agentforce add-ons and Agentforce 1 Editions: For Service agents, review the permissions attached to the agent user before granting access to records. Salesforce's own words: "Only Salesforce users with admin permissions can view or edit agent users." (read 2026-11-05).

Will Salesforce sign a Business Associate Agreement for Agentforce?

We didn't find a BAA statement in the pages listed below; ask Salesforce before any patient data goes in.

How do we find out which version of Agentforce our staff are using?

Salesforce sells this to practices rather than to individuals, so there is no personal account to find.

What decides the answers above is which plan your practice is on and what your own administrator has switched on, both of which are in your subscription and your admin console rather than on anybody's laptop.

Obsidian Ridge's free 30-day AI security assessment covers the tools nobody approved, which is the other half of the picture.

Sources

Salesforce’s own pages, with the date each was read. Nothing on this page comes from anywhere else.

All 47 tools, side by side, or run the AI tool risk checker over the ones you know about.

Other tools people ask about

Same question, different answers. The ones in the same category are the ones staff swap between.