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ControlMate brings Agentforce to Salesforce governance. An agent reviews evidence against a set of control rules, records each review and any remediation needed, and emails a governance digest to the people responsible.
What it does:
- Runs a scheduled governance sweep across the Salesforce environment
- Identifies potential access, user and data protection concerns
- Creates a structured evidence record for each finding, prioritised by severity
- Sends a daily digest by email and records who received it and when
- Lets reviewers investigate any finding through Agentforce
It is not there to replace governance teams or make automated compliance decisions. It cuts the time spent gathering information and gives reviewers a clear starting point. The control rules are data, not code, so new rules and control areas can be added without a release.
Flow owns the facts, Agentforce writes the narrative
Salesforce environments rarely fail governance in one big moment. They drift: permission sets accumulate, reviews become inconsistent and follow-up gets lost. ControlMate turns that into a repeatable daily process.
The most important design choice is separation of duties. A scheduled flow runs the sweep, with separate checks for access governance, user login governance and data protection, and each finding becomes a Control Evidence record. The agent reads the rules and the evidence and drafts the explanation, grounded in the ControlMate Governance Playbook held in a data library. The digest is stored on a Governance Digest record and sent by Flow.
What the agent must not do
ControlMate is designed to assist governance, not bypass it. The agent can read rules and evidence, explain the risk using the playbook, draft the digest and recommend a governed next action. It cannot remove access, change permission sets, deactivate users or invent missing evidence.
Five records, one audit trail
Control Rule, Control Evidence, Control Review, Remediation Action and Governance Digest keep detection, interpretation, decision and remediation separate. That is a traditional control principle, and it is what keeps the process auditable when an AI agent is involved.
The email is the product
The digest is not just a reminder that something needs review. For each item it shows the exact evidence, its severity, why it matters and the recommended next action, so the recipient knows what is out of governance before they open Salesforce.
What I would tell another team
- Keep detection deterministic and use the agent to explain
- Ground the agent's wording in your own playbook
- Store what was sent, to whom and when
I design, build and review agents like this as an Agentforce consultant in the UK.