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Proprietary · Salesforce & AI governanceAgentForce Shield
Monitor, assess and track Salesforce security and compliance over time. Shield detects misconfigurations, permission drift and compliance gaps continuously — which is what keeps an organisation audit-ready rather than audit-panicked.
The problem
A Salesforce org is rarely misconfigured on day one. It drifts.
A profile cloned under deadline. A sharing rule widened for one report and never narrowed. A connected app that outlived the project it was built for. None of these are incidents. Together they are your attack surface.
And autonomous agents now act on the data behind that configuration, which means the permission model is no longer only a human question.
Audit domains covered continuously
Example global compliance score in the console
Manual permission reviews required to keep it current
Read-only connection to your org
Continuous security for business-critical Salesforce environments.
Governance Settings
Core org configuration, administrative controls and security governance, evaluated against a consistent baseline.
Integrations
Connected apps, APIs, OAuth scopes and tokens analysed for excessive access and integration-borne risk.
User Access & Control
Identities, profiles, permission sets and privileged access reviewed to enforce least privilege.
Data Security & Sharing
Data exposure, sharing rules, visibility settings and export capability checked against unauthorised access.
Agent governance
What an AgentForce agent may access and what it may do with it, expressed as enforceable policy.
Compliance tracking
Posture tracked against GDPR and ISO requirements, with the evidence an audit will ask for.
How Shield connects
Standalone or inside an advisory engagement. Either way the sequence is the same.
Connect read-only
Shield connects to your org through a scoped, read-only integration. It reads configuration; it does not change it.
Establish the posture
A first full audit across the four domains produces the baseline: current score, misconfigurations, excessive privilege, exposure.
Watch the drift
Configuration is re-evaluated continuously. What matters is not the score on day one but the change on day ninety.
Report and remediate
Dashboards for governance, alerts for change, and remediation guidance attached to each finding rather than a bare list.
Capabilities and fit.
Key capabilities
- Continuous monitoring of Salesforce security configuration
- Detection of excessive permissions and risky access patterns
- Compliance tracking aligned to GDPR and ISO requirements
- Security dashboards and reporting built for governance and audit
- Alerts on configuration changes that move your security posture
- Agent action policy and scope enforcement for AgentForce deployments
Ideal for
- Salesforce-first organisations needing ongoing compliance assurance
- Teams that must evidence governance and visibility, not just claim it
- Environments where customer data exposure is the primary risk
- Organisations deploying autonomous agents on production data
What it replaces
- An annual manual permission review in a spreadsheet
- Discovering drift during the audit rather than before it
- Trusting that the sharing model still matches the one you designed
A Salesforce environment that stays secure and compliant — with far less manual review and operational overhead.
What clients ask first.
Does Shield change anything in our org?
No. The integration is read-only. Shield reports and alerts; remediation stays in your hands, with guidance attached to each finding.
Is this a Salesforce AppExchange product?
Shield is our own software, connected to your org through a scoped integration. We own the source, the roadmap and its security.
How does it handle AgentForce?
Beyond the four configuration domains, Shield expresses what an agent may access and do as policy, and alerts when an agent's effective scope widens.
What does it produce for an audit?
Posture history, evidence per control domain and change alerting — the three things an auditor asks for and that a point-in-time review cannot give.
Can we run it alongside our existing Salesforce security review?
Yes, and most clients do at first. Shield is what keeps the review true between two engagements.
Salesforce Security
The advisory side: permission model review, secure integration design, Apex and Lightning code review.
The other two products.
See AgentForce Shield on your own environment.
We run the demo ourselves — no scripted walkthrough. Your questions, your constraints, and an honest answer on whether it fits.