Trailing Edge Consulting

We take data privacy and confidentiality seriously. If we use AI tools to support delivery, we use them only for drafting and analysis of non-sensitive content.
● We do not use your data to train AI models.
● We do not enter personally identifiable information, confidential information, or protected information into public AI tools.
● We anonymize or redact details whenever AI assistance is used, and we limit prompts and outputs to what is necessary.
● We do not use AI to process sensitive client data. If a request would require AI access to sensitive information, we will not proceed with that approach.
● We follow least-access principles in Salesforce and review permissions and sharing so sensitive information is visible only to those who need it.
● If you have specific internal policies or compliance requirements, we will align to them and document the agreed approach as part of your project.
For clarity, “sensitive data” includes personal identifiers such as names, emails, phone numbers, addresses, and any information that is confidential, legally protected, or specific to a client, donor, constituent, customer, or case record.