Locking down Salesforce data access the way Headless 360 agents will
I recently shared how my team secured a wealth management mobile app and portal using Salesforce and Snowflake on the backend. With the introduction of Salesforce Headless 360, this design is more relevant than ever.
A more digestible breakdown is coming soon. For now, check out this Salesforce Security Hours session where I walk through locking down authentication and row-level data security when accessing Salesforce data via an integration user, the same pattern agents will use with Headless 360: https://youtu.be/BW75AQrl7n8
#Salesforce #TDX26 #Headless360 #Agentforce #SalesforceArchitecture #EnterpriseAI
Jessie Grenfell
Jessie has spent 20+ years architecting and delivering software for organizations where complexity is the norm: financial services, insurance, nonprofits, and regulated industries where getting it wrong isn’t an option. She specializes in the hard problems: unique operational workflows, cross-system integrations, and compliance requirements (HIPAA, CCPA, SOC 2) built into the design from the first conversation.
Her AI work comes out of that background. She has shipped AI to production, not just piloted it: a multi-agent research pipeline that cut a client’s investigation time from over an hour to minutes, and natural-language analytics that let executives ask plain-English questions of their operational data and get validated charts back. Years building business critical systems taught her where AI belongs in a business process and where it doesn’t.
At Codality, she leads engagements from discovery through delivery, because she’s seen what happens when that thread gets cut.