AI trust and security

AI trust and security

Licensing data is commercial data: rates, guarantees, partner performance. Here is exactly how it is handled when you use AI with Flowhaven, today and as our AI features grow.

Layer by layer

How your data is protected

Licensing data is commercial data: rates, guarantees and partner performance. Four layers keep it safe when you use AI with Flowhaven.

You decide what connectsYou choose whether to connect an AI tool, which tool, and which users can use it. Nothing connects by default.
Your control
Your Flowhaven org on SalesforceEnterprise grade security, SOC 2 and GDPR, single sign-on, and data you own and can export at any time.
Platform
Permissions travel with the userAn AI tool works with the same permissions as the person who connects it, so it cannot see what that person cannot see.
Access
People approve, AI proposesRecord changes are confirmed by a person. Anything sent to a licensee is sent by a person. Legal reviews anything with legal weight.
Governance

Today and next

From integration today to Agentforce next

Today, through an integrationNext, with Agentforce on Salesforce
How AI connectsTools such as Claude connect to your Flowhaven data through an integrationFlowhaven AI features run inside Salesforce
Training on your dataAnthropic does not train its models on data from its commercial productsPrompts and responses are not used to train third party models
Data retentionSet by the AI provider’s business terms, which we help you checkZero data retention with AI providers under Salesforce agreements
Sensitive dataThe tool sees only what the connected user can seeSensitive data can be masked before it reaches a model
OversightA person confirms every changeA person confirms every change, and every interaction is logged in an audit trail

Salesforce Trust Layer

Built on the Salesforce Trust Layer

As Flowhaven AI features arrive on Agentforce, they inherit the Salesforce Trust Layer (formerly the Einstein Trust Layer). No other licensing platform is built on it.

PromptResponseNot stored, not used for training

Zero data retention

Prompts and responses are not stored or used to train third party models.

Jane Smith[NAME]+1 555 0100[PHONE]

Data masking

Sensitive data is replaced with placeholders before a prompt reaches the model.

AgreementRoyalty report
Answer

Dynamic grounding

Answers are grounded in your trusted, approved Salesforce data.

Response✓ Safe

Toxicity detection

Responses are checked for harmful content before they are shown.

10:02 Prompt logged10:02 Data masked10:03 Response checked

Audit trail

Every AI interaction is logged so it can be reviewed later.

AI proposes a changeApprove

Human in the loop

People stay in charge of decisions and of what goes out.

Our rules

How we use AI in licensing

01

Scheduled updates

Internal updates, such as a daily recap, can run automatically.

02

People send to partners

Anything addressed to a licensee is drafted by AI and sent by a person.

03

People confirm changes

AI proposes record changes. A person confirms them.

04

Legal reviews legal

Anything with legal weight goes to your legal team.

FAQ

We get these questions a lot.

Still have a question? Talk to our team, or see Flowhaven on your own program in a 30 minute demo.

Answers come from your own Flowhaven records, so every number can be traced back to an agreement, approval or royalty line. AI can still be wrong, which is why people approve before anything changes or goes out.

Answer quality follows record quality. AI flags gaps, such as unreconciled royalty lines or data that looks too perfect to trust, instead of hiding them.

No. Outputs with legal weight, such as customs letters, are evidence for your legal team to review, not legal advice.

Yes. AI is only used if you choose to connect an AI tool to Flowhaven.

See how Flowhaven connects to your systems

Enterprise integration, partner self-service, and open APIs. See how it fits your tech stack.