AI Privacy & Data Residency



Updated on March 18, 2024


A plain English guide for best practices to leverage AI responsibly while complying with privacy laws and data residency regulations.


Salesforce Admins, Business Analysts, Architects, Product Owners, and anyone who wants to tap their Salesforce + AI while prioritizing data privacy and adhering to regulations.


Unleash AI. Protect Privacy. Comply with Ease.

Understand best practices to ensure your Salesforce + AI deployment complies with privacy and data residency laws.

What can you do with it?

In a nutshell, GPTfy’s best practices in AI privacy and data residency are designed to:

  • Comply with regional privacy laws.

  • Control who has access to AI capabilities.

  • Customize AI functionalities according to user profiles, objects, and record types.

  • Automate data retention in line with regulatory requirements.

Regional Privacy Law Compliance

If you have a global Salesforce org, you must comply with local privacy regulations, such as California’s Privacy Rights Act (CPRA/CCPA) in the U.S. and the General Data Protection Regulation (GDPR) in Europe.

In addition, it’s also important to adhere to Data Protection and Privacy (DPDP) principles and other regulations outlined by France’s CNIL, the UK’s ICO, and industry-specific regulations such as the Health Insurance Portability and Accountability Act (HIPAA) for Protected Health Information (PHI), Financial Industry Regulatory Authority (FINRA), PCI, etc.

For instance, if you have a global Org, your Salesforce + AI system may need to include specific privacy protections and opt-ins under GDPR for European customer data. These may not apply to customers from other (Non-EU) regions.

Geo-Specific AI Enablement

With GPTfy, AI capabilities can be assigned selectively to users based on their geographic location.

For instance, AI features accessible to users in the United States might be restricted in the European Union.

User-Specific AI Access

Beyond geographic considerations, AI access can also be restricted based on user roles or profiles within an organization.

This selective enablement ensures that only authorized users can access certain AI functionalities like GPTfy prompts to process data based on location or consent.

  • User Level: Ensuring only named users have appropriate access.

  • Profile Level: Ensuring authorized personnel can engage with sensitive AI functionalities to avoid blanket access.

  • Record Types: Enabling differentiation between various customer demographics. For eg: Enabling prompts for specific record types per approved use cases and legal requirements.

Limit AI Processing by Legitimate Basis

Data Minimization

Limit AI processing of customer data based on location, consent (opt-in), or a legitimate basis.

For example, ensure that AI functionalities are not used to process Material Nonpublic Information (MNPI) without proper consent or legal basis.

Purpose Limitation: Use AI to process data only for the explicitly stated purpose at the time of collection.

Data Quality and Accuracy: Ensure that the AI systems maintain the accuracy of personal data, offer robust Audit capabilities, and allow for corrections.

Data Retention and Audit Capability

Automated Retention Control

GPTfy automates data retention – so you can ensure that your AI-generated logs (AKA ‘Security Audit’ records) are in line with your data retention policies.

With a few clicks, you can manage how long data is retained and ensure an audit trail of AI activities.

For example, GPTfy can be configured to automatically delete records after a certain period, such as 30 days, or to maintain zero data retention, depending on the specific legal requirements of each region.

This ensures that data is not held longer than necessary, aligning with regulations that require minimal data retention periods, such as GDPR.

Security Audit

GPTfy creates a security audit record each time an AI prompt is run. This record logs the data sent and received, any error messages, and user feedback.

Key tabs in the audit record include:

  • Details Tab: Contains the AI prompt, associated command, error messages, and unique record ID.

  • Context Tab: Houses the encryption key, raw data, and processed data.

  • Response Tab: Stores the decryption key and the AI response, both with and without Personal Identifiable Information (PII).

  • Feedback Tab: Lists feedback related to a specific response.

Feedback can be added via the GPTfy console and is linked to the respective audit record.

This process ensures a comprehensive audit trail, enhancing transparency and accountability in AI interactions.

This commitment to security auditing underscores GPTfy’s dedication to upholding data privacy and residency regulations.

Data Residency

Data residency refers to the legal requirements imposed on data based on the country or region it is stored. It dictates where data can reside.

Imagine it as a digital passport for your data. Different countries have different rules.

Adhering to residency standards is crucial for legal compliance and operational transparency.

Multi-Regional AI Support

GPTfy partners with diverse AI providers across different geographies. You can integrate your Salesforce Org with different AI providers or their instances in different geographies to meet requirements.

  • Currently, supported AI infrastructure providers include AWS Bedrock, Anthropic/Claude, AWS Comprehend, Microsoft Azure, Open AI, Google Vertex, Gemini, and Bard.

This ensures compliance with data residency requirements by allowing data to be processed and stored in the user’s region.

Data Sovereignty

  • You can ensure data is sent to an appropriate AI provider, addressing data sovereignty requirements.

  • This design allows your InfoSec teams to control and select AI providers that meet specific sovereignty requirements.

Third-Party Data Sources & APIs

You can use GPTfy with any AI platform, ensuring a secure, standards-based approach to meet comprehensive compliance with regulations like the Bank Secrecy Act / Anti-Money Laundering (BSA/AML).

  • For example, you may need to integrate with DnB, Bloomberg, Kensho, GovWin, Explorium, etc., to ensure your data is up-to-snuff before sending it to AI.

  • This also ensures you can run real-time data and risk assessments and drive other innovations.


GPTfy’s capabilities ensure that your Salesforce integration is accelerated in a secure, Salesforce-native way, and compliant with relevant regulations.

This approach allows organizations to leverage AI effectively while maintaining control over their data and meeting compliance requirements.

To know more, Watch our Demo.

Bring Gen AI securely and safely to your Salesforce org with GPTfy for Free.

Download GPTfy from Salesforce Appexchange.