Salesforce Einstein
AI layer within Salesforce CRM providing lead scoring, opportunity insights, and predictive forecasting.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based tool with potential third-party data access
- Utilizes user data for lead scoring and insights
- No clear opt-out for training on user data
Recommendations
3- Review Einstein data access scope
- Validate AI predictions regularly
- Implement field-level security
Data handling
- Storage
- Configurable by region
- Retention
- CRM retention policies
- Training on inputs
- No on customer data
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