Shivanath Devinarayanan · Updated
On this page
Compensation, budget, and similar records: session isolation, on-behalf-of Salesforce permission sets, a human on the review line. Some jobs stay no-screen. Some stay with a person. No agent nicknames.
Row-level policy exists before a Slack demo of a restricted worker. That family is on four policy families . On-behalf-of hops are on identity . The reviewer is named on owners .
- Separate session Restricted records get their own session box. Compensation, budget, and similar files do not ride along in a general worker thread.
- On-behalf-of into Salesforce The hop uses Salesforce permission sets for that named person. The agent does not become a shared robot with extra scopes.
- Review Human on the line A named reviewer. Some jobs stay no-screen. Some stay with a person. No agent nicknames on this page.
Separate session, OBO, review
Restricted records get their own session box. The hop into Salesforce uses permission sets for that named person. A named reviewer sits on the line. CIBA is the out-of-band approval path when the action is sensitive enough to leave the channel.
Some work should never get a screen in front of an agent. Some work should stay with a person even when the rest of the fleet is digital labor. That is an operating choice, not a model upgrade. The governance hub is governance .
How to hire
Hiring starts with a governed production agent on one documented job, then a consultation.
Start at stand up production AI agents , then book a consultation . These pages are the operating model. The nine services remain the paid catalog.
SHIVANATH DEVINARAYANAN · SALESFORCE MVP HALL OF FAME ·
SD
SHIVANATH DEVINARAYANAN · SALESFORCE MVP HALL OF FAME ·
SD
Stand up the first production agent
Hiring starts with a governed production agent on one documented job, then a consultation.
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