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General

What AI model does Logic AI use? Logic AI is powered by Anthropic’s Claude. Your admin can configure which model is used from the Settings tab. Can Logic AI access data I don’t have permission to see? No. All queries and operations run in your user context with full Salesforce sharing rules and field-level security enforced. Is my data sent to external servers? Conversation data is sent to Anthropic’s API for processing. Your Salesforce data is not stored by Anthropic and is not used for model training. Does Logic AI work in Salesforce Classic? No. Logic AI requires Lightning Experience. The chat component is a Lightning Web Component (LWC) and is not available in Classic.

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Troubleshooting

Logic AI says “being provisioned” when I try to chat Your organization’s AI workspace is still being set up. This usually completes within a few minutes after connecting. If it persists, contact your Logicfold representative. I can’t see the LogicAI component on record pages Two things to check:
  1. Your admin needs to add the Logic AI component to the page layout via Lightning App Builder
  2. You need the correct permission set assigned to your user
Logic AI won’t create or update records Write tools (create, update, delete, and the bulk/file tools) are disabled by default. Ask your admin to enable the ones you need on the Policies tab. Note that delete operations always require in-chat approval, and mass delete is locked until Logicfold enables it for your org. I’m getting a “credit balance” error Your organization has used its allocated AI credits. An admin can purchase more from the Credits tab. Logic AI gives an error about “too many callouts” This happens when a complex request exceeds Salesforce’s 100-callout-per-transaction limit. Try breaking your request into smaller steps. The chat panel shows “temporarily unavailable” The admin has disabled the chatbot from the Settings tab. This is usually intentional (e.g., during maintenance).

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Security and Privacy

Where is my API token stored? The gateway token is stored in a Salesforce Named Credential using the External Credential framework. It is encrypted at rest and is not readable from Apex code — only usable for authorized callouts. Can I revoke access? Yes. An admin can disconnect from Logicfold at any time from the Settings tab. This immediately revokes the gateway token and stops all AI conversations. Is there an audit trail? Yes. All record modifications made through LogicAI are logged in the Audit tab with full traceability — who requested it, what changed, and when. Does Logicfold have access to my Salesforce data? No. Logicfold’s gateway proxies requests to Anthropic but does not store conversation content. The gateway tracks usage (token counts, credit balances) but not the content of your queries or data.