Salesforce Guardian

Workshop Prep

Drop in what the customer has shared: security questionnaires, architecture docs, RFPs, trust pages. The agent reads it through a Salesforce security lens and briefs you before the workshop.

Customer Name

Documents

Drag files here
PDF, TXT, MD, CSV, JSON, HTML

Web pages

Notes (optional)

Files are read in your browser and sent to the agent with the URLs you add. Avoid uploading customer personal data.

Your briefing will appear here

Add at least one document, URL, or note, then choose Build briefing.