Salesforce Security

AI Agent Security in Salesforce: The Vendor Questionnaire

Five things decide whether an AI agent is safe inside your Salesforce org: identity, least privilege, approval gates, audit and rollback, and data handling. Here is what each one means in practice, plus 15 questions to paste straight into a vendor evaluation.

Salesforce Profiles vs Permission Sets: 2026 Migration Guide

What profiles still control, what permission sets do better, and a staged plan to migrate from profile-heavy access to a minimum-access profile plus permission set groups, including the rollback checklist you will want before wave one.

Salesforce Permissions Audit: The Complete Guide for 2026

26% of users hold System Administrator. 234 unused permission sets. 14 Integration Users with admin access. The complete guide to running a Salesforce permissions audit that actually finds the gaps.