Integrating Clay with Salesforce: Documentation for Approval

Where can I find documentation on integrating clay and salesforce ? Our security team and revops needs to approve and they are looking for documentation

19 comments

Channeled
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Bo (.
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Hey, thanks for reaching out! We've got a bunch of security and privacy related documentation here. You can also visit our privacy page here and our trust center here. Is this what you were looking for?
Disha B.
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They want documentation on how Clay will integrate with Salesforce!
Bo (.
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Here's our docs on Salesforce: https://docs.clay.com/en/?q=salesforce How we connect with salesforce: https://docs.clay.com/en/articles/9726556-faq-what-permissions-and-scope-do-i-need-for-the-salesforce-enrichment Our SFDC package: https://www.clay.com/salesforce-package
Disha B.
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Thank you!
Disha B.
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Do you also have an AI policy page?
Tanvi R.
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Hi Disha, we currently do not have an AI Policy page. What specific questions do you have? I'm happy to help 😊
Disha B.
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Is our data used for any kind of AI training?
Arturo O.
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Hey Disha, thanks for the inquiry! Clay does not make customer tables available to third parties. If Clay were to decide at some future date to make customer tables available for AI training, it would provide a mechanism for customers to opt out. Right now, AI capabilities are only used when a user decides to use the API and pass information to these models. You can also read more about privacy at https://privacy.clay.com/policies. Let me know if you have additional questions!
Disha B.
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Thank you Arturo O. and Tanvi R. My colleague "Brian Lee" - brian.lee@instrumental.com has requested access to your "Trust Centre" but he hasn't gotten it. Can you expedite his request?
Arturo O.
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Appreciate the follow up, Disha! I'm looking into this for you and reached out to the team about the request, will follow up here once I know about the status (~24hrs or sooner). Appreciate your patience!
Channeled
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Channeled
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Hi Disha B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Disha B.
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Hi Arturo O. I have one more security question. Who can access our data from your side?
LuisArturo
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Hey there Disha thanks for reaching out, sorry for the delay here, only Clay admins; who make up a portion of the team, can access your data on our side.
Disha B.
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Thanks ! And do you need our approval to do that ?
LuisArturo
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Hey there Disha, this data is never actively accessed by the Clay admins, the only time we would ever look at this would be if you asked to check something about your data.
Channeled
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Hi Disha B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: