Shared team board — everyone sees the same status live. First mark which items are relevant to this project, then work through them; changes sync for the whole team.
Prompts are encrypted in transit. OpenAI is contractually barred from retaining the data, using it to train models, or having it reviewed by their staff. ZDR is built into the Trust Layer — there is no toggle to enable.
OpenAI models are operated outside the Salesforce network, so prompts leave it to be processed. “Not retained” is not the same as “never left” — state both to security reviewers.
LLM data masking is disabled for Agentforce agents. Masking policies configured in Setup cover embedded features only. PII in grounded call transcripts — and anything a user types into chat — reaches the model unmasked.