How does social media use CRM?

CRM platforms use multiple controls to prevent data exfiltration via unsanctioned AI tools:

• Data Access Policies- Enforce IP restrictions, OAuth scopes, and session limits to block third-party AI extensions.
• API Governance- Use API allowlists and token-based access so only approved apps can query CRM data.
• DLP & Shield Encryption- Monitor exports and redact sensitive fields from AI-generated responses.
• Audit & Alerts- Enable field-level audit logs and anomaly alerts for bulk data access or unusual query spikes.

• Test the rollback strategy in a sandbox or staging org using recent deployment packages.
• Simulate failures to verify that metadata, data, and automation revert correctly.
• Document recovery steps, assign rollback permissions to admins, and schedule production tests during low-traffic hours.

• Set up a sandbox or integration test org mirroring production APIs and middleware.
• Run all connected systems through end-to-end regression tests to detect breaking changes.
• Fix or version-lock affected integrations, then roll out to production during a controlled maintenance window.

• Test the data export APIs in a sandbox or developer environment using masked or sample data.
• Validate authentication, rate limits, and data integrity across a few non-critical objects first.
• After confirming stability and compliance, schedule limited exports in production during low-traffic hours.

• Use a sandbox or staging org to configure the regional rollout settings and test data segregation, localization, and permissions.
• Start with a single region or pilot office to validate workflows and reporting accuracy.
• Monitor performance and user feedback, then expand the rollout gradually to other regions.