Administration and Security

Control what data reaches the AI, who holds which permissions, and how usage is licensed.

5 articles

Configuring Compliance Category Filtering

This article is for admins. It covers how to configure which Salesforce compliance-categorised fields are permitted to flow through to the AI for use in Context Sources.

Precursive AI data privacy and security

This document sets out how Precursive AI handles customer data and the technical and organizational measures that protect it, aligned to ISO/IEC 27001:2022. It covers what is sent outside Salesforce and where it is processed, how personal data is filtered, who can see Insights, how long data is kept, how AI risks are managed, and the sub-processors and agreements that apply. For the PSA platform, see Precursive Security, Privacy and Architecture Overview. For the Precursive AI MCP Server, see Precursive AI MCP Server security and data privacy.

Precursive AI MCP Server security and data privacy

This article covers common questions about information security and data privacy for the Precursive AI MCP Server, including where it runs, who supplies the AI, what it costs, how users sign in, what they can reach, what data goes to the AI assistant, and how activity is recorded. For Precursive MCP, see Precursive MCP security and data privacy.

Precursive AI licensing and entitlements

Make sure each Zen Agent has an active entitlement with enough capacity, and track its usage each week. This guide is for admins and Builders. It explains how Precursive AI is licensed, what entitlements control, what each status means, and how to monitor usage. For pricing, contact your Precursive account representative.

Precursive AI permission sets

Give each person the right level of Precursive AI access, from reading Insights to deciding whether your org can use System Mode. This guide is for admins. It explains what each permission set allows, and which Salesforce permissions some admin tasks also need.

For Admins