Use case / AIGIS resources

Salesforce AI governance when the answer needs more than Salesforce.

Salesforce permissions are powerful inside Salesforce. Enterprise AI governance gets harder when a single user question crosses CRM, ERP, ITSM, and warehouse data. AIGIS keeps Salesforce security intact while adding a governed path across the rest of the stack.

Executive read

The short version, before the deep dive.

Salesforce AI governance must preserve object, field, and record access before prompt construction.

AIGIS can use Salesforce as one governed source without forcing every AI workflow to become Salesforce-centered.

Field stripping prevents the model from seeing inaccessible Salesforce fields or their names.

Cross-system answers need Salesforce provenance plus provenance from every other system touched.

Analysis

What matters

Salesforce security is necessary, not sufficient

Salesforce already has a rich permission model. The problem is that an LLM prompt is not a Salesforce page layout, report, or API response. Once data is placed into model context, the model can reason across everything it sees.

AIGIS treats Salesforce as a governed system of record. It checks object permissions, field permissions, and live record access before any Salesforce data is allowed into the LLM context.

Why cross-system routing changes the risk

A customer risk question might start in Salesforce, but the complete answer could require delivery status from SAP, incidents from ServiceNow, and product usage from a warehouse.

AIGIS resolves the user's identity in each system and applies each system's permissions independently. If a system cannot verify access, that data is excluded and the decision is recorded.

Where AIGIS fits beside Agentforce

Agentforce can be the right choice for Salesforce-native work. AIGIS is the governance layer for enterprises where Salesforce is one system among several important systems.

The result is one governed AI path instead of one assistant per vendor cloud.

Comparison

Scan the decision table.

Governance concern
Salesforce-only AI
AIGIS
Record visibility
Salesforce records
Live checks per connected system
Field-level security
Salesforce fields
Field stripping before every LLM prompt
Identity
Salesforce user
Mapped user identity per system
Audit
Salesforce-centered
Permission provenance across every system touched
Model choice
Vendor-mediated
Customer-selected model routing

Resource packet

Turn this into a review worksheet.

Decision worksheet

Agentforce Alternative Worksheet

Compare Salesforce-centered workflows against permission proof, evidence needs, write safety, and cross-system governance requirements.

Salesforce is the production proof path. ServiceNow and SAP are design-partner co-development paths with asymmetric enforcement that must be disclosed in diligence.

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