Your Agents Are Live. Is Your Audit Trail?
A practical, vendor-neutral checklist for governing AI agents in Salesforce — scope it, log it, measure it, review it.
Most organizations govern AI agents like automations: build it, test it once, trust it forever. That's the gap that stalls pilots before they reach production — and it's usually closed with tools you already have, not a new platform. This checklist walks through exactly what to put in place.
- 3-page PDF
- Vendor-neutral
- No platform required
What's Inside
Identity & accessscoping what an agent can touch, the same way you'd scope a new hire
Operation boundariesread-only defaults and sensitive-field protection
Human-in-the-loop review tiersFull Review, Streamlined Review, Supervised Autonomy
Audit & loggingwhat a defensible, exportable trail actually looks like
Measuring agent performancecompletion rate, exceptions, override rate over time
Rollback & recoveryplus a compliance-readiness section
Built by Arcus Partners, an AI-first WealthTech company working exclusively with SMB RIAs, broker-dealers, and wealth management firms on Salesforce.
