Data permissions

Ensure enterprise-grade security and compliance

Maintain control while enabling secure collaboration across teams

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Secure data management

User access controls

Protect sensitive interaction and deal data

Secure data sharing

Enable secure access to insights across platforms and data tools

Control access to sensitive relationship data

Protect your firm’s valuable network and information with granular permissions. Set custom activity sync rules to control how interaction data is shared across teams, ensure appropriate access levels for different user types, and maintain confidentiality between investment strategies—all while enabling necessary collaboration.

Share data securely across your tech stack

Maintain data integrity across platforms with enterprise-grade security. Affinity’s dedicated security team ensures compliance with SOC2, ISO certifications, and regional privacy mandates like CCPA and GDPR. Your relationship data stays protected with full encryption, and we never share or use your internal data to train AI models.

Ensure data quality with smart filtering

Keep your Salesforce instance focused on relevant business relationships. Easily manage blocklists to exclude personal communications, set up automated filtering rules, and maintain clean, professional data that drives dealmaking decisions.

CUSTOMER STORIES

Endeavor

300

Global Endeavor employees currently using Affinity for Salesforce

How Endeavor captures and enriches organizational knowledge with Affinity for Salesforce

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affinity report

Private capital predictions for 2025

Is deal flow about to bounce back? Find out with analysis on why nearly 300 dealmakers are turning up the notch on outbound deal sourcing, how they’re using AI to tackle data complexities, and top strategies to stand out in a competitive market.

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