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Data

What Routing Forensics reads, and what it never keeps.

Plain answers to what a security reviewer asks first: what the product reads in your CRM, what it keeps, and what it never keeps.

What we read, and what we keep

We readWe keep
Your routing configuration: rules, flows, queues, picklistsFindings about it
Lead counts, owner Ids, and the names of users and queuesCounts, and the names of the users and queues holding the most of each
For speed to lead: when a lead was created, when it was first worked, its owner and statusPer-rep counts and medians only
Opportunities: owner, created date, amount, first activityCounts per check and the summed open amount, never the records
Cases: owner and created dateCounts only

What we never keep

Every finding stores the query that proves it, so you can run it yourself in your own CRM.

What we show on request, and do not keep

When a signed-in person opens a finding and asks to see the records behind it, the app reads up to 50 record Ids and created dates live, through the same read-only connection, and shows them as links into your own CRM. Nothing from that read is stored. It is limited to 60 requests an hour per account.

How long results are kept

Results are kept for 13 months unless you choose otherwise, and older ones are deleted automatically. When an account closes, its data is deleted within 30 days.

How a number earns your trust

Access to the product

The connection itself: security and permissions. Who else handles data: sub-processors.

Read-only, and proven every night.

Routing Forensics connects as a read-only user. It checks your routing against your real leads every night. Three design partners get a free health report, free for 90 days. Apply for a place.

Or check it now. The free scan finds routing configuration defects in your Salesforce or HubSpot workflow export, in your browser. Nothing is uploaded.

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