AI Governance for Salesforce Teams

Practical guardrails for automation that affects real people.

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AI brings speed. It also brings risk. I help teams keep their automation predictable by adding review cycles, clear ownership, and human oversight.

Unclear ownership

When nobody owns the AI, mistakes spread.

 Messy inputs

AI is only as steady as the data it reads.

Unreviewed outputs

Small errors grow fast when nobody checks them.

What You Get with AI Governance

  • A review loop that fits your team

  • Clear ownership for each AI workflow

  • Input checks before issues begin

  • Output checks that keep results steady

  • Human-in-the-loop where it matters

  • A simple log to track decisions

  • Nonprofit-friendly language for donors and boards

What We Offer

  • AI Governance Assessment

    Short review of your setup, data, and AI touchpoints. You get a list of risks and a plan to steady them.

  • Accountability Framework Setup

    Clear ownership, review schedule, and decision flow.

  • Review Loops & Human Approval Steps

    Checkpoints that add order, not friction.


  • Nonprofit AI Oversight

    Support for donor data, consent, and transparency.


Book a consult

Free Starter Tools

Open the Checklist

Accountability Checklist
Shows who owns what, what AI touches, and when reviews happen.

Prompt Charter
A short list of rules to keep prompts consistent and safe.

Prompt Charter

 Risk Map Template
A simple template that helps you link small AI errors to real cost.

Risk Map Template

FAQs

  • It’s the process of deciding who owns an AI system, what data it uses, how often it gets reviewed, and what happens when it gets something wrong. If you’ve ever said “the model usually gets it right,” this is for you.

  • Yes. If AI touches data, produces recommendations, or triggers automation, it needs oversight. The risk is not how “advanced” the AI is — it’s how quietly it can make mistakes.

  • Four pieces:

    1. Data hygiene

    2. Ownership and review loops

    3. Risk checks

    4. Documentation and audit trails If you’re missing any of these, your AI will behave unpredictably.

  • Salesforce tools still rely on the same rules: clear inputs, clear outputs, and human review. AI native to Salesforce doesn’t remove the need for governance — it simplifies where the guardrails sit.

  • You don’t need one. A two-person loop works: one person checks the outputs, the other owns the workflow. Small teams also have an advantage: fewer systems, fewer surprises.tem description

  • Start with transparent data use, clear opt-ins, review loops on donor-facing content, and a lightweight audit log. AI should amplify impact, not create PR headaches.

  • Only if your current workflows depend on speed instead of accuracy. Governance reduces rework, backtracking, and “why did AI do that?” conversations. The slowdown you fear is smaller than the cleanup you avoid.

  • Run a 20-minute audit:

    • What data do we rely on?

    • Who touches it?

    • Who reviews outputs?

    • What breaks if AI is wrong? Your second step is using the Accountability Checklist.escription

    • High-risk workflows: weekly

    • Medium-risk: biweekly or monthly

    • Low-risk: when system behavior changes If it affects money, access, or donors, check it more often.

  • Yes. CCC supports:

    • AI Accountability Assessments

    • Governance frameworks

    • Human-in-the-loop design

    • Nonprofit AI oversight

    • Salesforce-admin-ready workflows Just ask.