Location of Plauti Manipulate Data Processors

Most of Plauti's apps are native, meaning the data that they handle does not leave your Salesforce Org or MS Dynamics environment. However, in some cases data is processed outside of your Org or Environment. 

Do note that ‘external processing’ always means temporarily processing only. External data processing is limited and transient: only relevant data is sent over SSL to the external processor, used once, and then deleted. 
The only exception is when you actively choose to export data for external use with one of Plauti's Export features, but then you yourself decide on its destination (usually your own machine). 
Salesforce and MS Dynamics' own exporting and reporting features are not taken into account in this knowledge article.

Below you'll find an outline explaining where your data is processed. For more detailed information, please visit the Plauti Trust Center.

When does data leave the Org or Env?

AI Actions

The AI actions Ask AI, Ask ChatGPT and Ask ChatGPT Vision are User-managed AI Features: AI-assisted features where you select and manage your own LLM for handling data. When you use these ‘Ask AI/ChatGPT’ actions, the prompts, field values, and documents you include in an action configuration are sent to the AI model of your choice. 
Via these actions, that AI model then only has access to:

• The main prompt and follow-up prompts you define in the action,
• The fields and their content that you explicitly reference in the prompts (using Field Variables),
• The selected records that are being processed by the action, and any records you added to that selection via ‘Add Additional Data’, 
• and any files you ask it to process via the action configuration.

The AI model (LLM) cannot query other records on its own, nor can it bypass your configured field selection for the selected records.
Read more about which data the LLM can access in AI Features and Data Processing.

Telemetry

If enabled in the Settings, you share analytics with Plauti in order to improve products and services. This data is fully anonymized and does not contain any business data, only metadata about app usage.

Where is data processed?

With AI-assisted features where you select and manage your own LLM for handling the data, it depends on the selected LLM where data is processed.
Read more in AI Features and Data Processing.