Worksheet / AIGIS resources

A short list to confirm what your Salesforce AI enforces, and what evidence it leaves.

Agentforce can fit Salesforce-native work. Before relying on it for permission-sensitive workflows, it helps to verify what is enforced and what evidence remains. AIGIS adds an independent permission-provenance record. Salesforce is the production proof path.

Executive read

The short version, before the deep dive.

Confirm whether field and record access are enforced for the AI consumer, for the user in context.

Ask what audit evidence remains after an AI interaction.

Decide where an independent governance record adds value.

Keep claims factual; verify enforcement on your own workflows.

Analysis

What matters

Questions worth asking

Are object, field, and live record access checked before the model sees the data, for the specific user in context?

After the answer, what record shows which fields were excluded and which records were denied?

Where an independent layer helps

When governance evidence has to follow the permission decision and survive an audit, an independent record is useful even alongside a native assistant.

AIGIS records the permission-provenance decision per interaction on the Salesforce proof path.

Next step

Compare your current workflow against an AIGIS review at `/demo`.

Resource packet

Turn this into a review worksheet.

Evidence packet

Permission-Provenance Evidence Packet

Capture user context, system of record, enforcement tier, stripped fields, model route, response, hash marker, and fallback notes.

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

Get the packet