Clavera provides critical insights into your Salesforce organization by conducting a read-only assessment that maps what a system agent would inherit. This comprehensive analysis evaluates every automation, permission, and potential data-quality risk, providing a clear grade based on existing evidence before any agents are deployed.
Built for organizations using or considering integrating system agents within Salesforce, Clavera helps identify hidden dependencies and potential cascade failures within complex, long-developed orgs. It provides a detailed map of objects, fields, and permissions, highlighting areas where an agent could inadvertently cause issues due to inherited access. This ensures you understand the full scope of an agent's operational environment and potential impacts.
Clavera acts as a crucial control layer, designing and enforcing rules to govern agent actions within Salesforce. It ensures that no agent-proposed changes write directly to your data without deterministic verification against predefined organizational rules. This layered verification process means that every action an agent takes is checked and approved, offering robust data security and audit-ready accountability. It transforms the answer from "we trust the agent" to a verifiable "nothing reaches the org until verified."
Ideal for engineering teams, compliance officers, and system administrators preparing their Salesforce environment for agent integration, Clavera provides the clarity and control needed to mitigate risks. It ensures that your data remains secure and your operations stable, even as new system agents operate at machine speed within your critical business systems.
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