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 read | We keep |
|---|---|
| Your routing configuration: rules, flows, queues, picklists | Findings about it |
| Lead counts, owner Ids, and the names of users and queues | Counts, 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 status | Per-rep counts and medians only |
| Opportunities: owner, created date, amount, first activity | Counts per check and the summed open amount, never the records |
| Cases: owner and created date | Counts only |
What we never keep
- Lead, contact or opportunity records.
- Names, email addresses or phone numbers of your leads and contacts.
- Any free text from your records.
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
- Counts are checked against a second, independent route. If the two disagree twice, the check says it did not reconcile and shows no number.
- A run that cannot measure every check proves no fix and reopens nothing.
- A finding marked fixed stays awaiting verification until the next run proves it gone. A browser cannot mark anything fixed.
Access to the product
- Sign-in is by a single-use email link, valid for 15 minutes and stored only as a hash.
- Roles are Owner, Admin, Fixer and Viewer. The server checks the role on every change.
- Every change and every run is written to an append-only audit log.
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.
More about Routing Forensics
- An independent check on lead routing.
- What Routing Forensics can touch in your CRM: nothing.
- Who handles data for Routing Forensics.
- How the lead, flow and deal checks are proven.
- A Salesforce lead routing audit: what it covers, and how to do one.
- Lead routing monitoring: know when leads stop reaching people.
- What the health report contains.
- What is new in Routing Forensics.
- The lead routing health checklist.
- Works with the systems your leads actually run through.
- Your router's audit log records what it did and says nothing of what it missed.
- A Salesforce report shows what matches and cannot show what is broken.
- HubSpot audit apps compared, and where a nightly check differs.
- Salesforce metadata tools compared, and what they leave to a routing check.
- What a routing audit costs, and what you should get for it.
- A free planner for your Salesforce lead assignment rule.
- A template for your lead routing rules of engagement.