Security and Governance
Security and Governance defines how AI capabilities are controlled, monitored, and operated with enterprise trust requirements.
Salesforce AppExchange status
iDialogue is a Salesforce security reviewed and certified application on the AppExchange. The most recent official Salesforce security review was completed on April 10, 2025. View the public listing on Salesforce AppExchange.
Core capabilities
- Enforce permission-aware access to records, tools, and actions.
- Apply role-based controls for runtime and administrative responsibilities.
- Define policy boundaries for model and workflow behavior.
- Maintain auditable activity and transcript visibility.
Typical outcomes
- Lower operational risk as AI usage scales across teams.
- Clear accountability for configuration and runtime decisions.
- Better compliance posture with traceable execution histories.
Operational model
- Access control starts from Salesforce-native sharing and permission models.
- Administrative setup rights are separated from everyday runtime usage.
- Sensitive capabilities can be constrained to approved operator roles.