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

Give your InfoSec, Legal, and Privacy reviewers what they need to approve Precursive AI: what leaves Salesforce, where it is processed, how long it is kept, and who can see it. This guide is for admins and security, legal, and privacy stakeholders. It covers the architecture and data flow, the Precursive AI MCP Server, access controls, personal data, data residency, retention and deletion, AI risk controls, sub-processors, and compliance commitments.

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