Privacy & data handling
How your Salesforce export is handled when you use the Ravienta Live Audit. This is a technical guarantee, not just a policy promise — every claim below can be verified in your browser's DevTools.
Last updated: September 15, 2026
1. The short version
Your Salesforce CSV never leaves your browser. We do not upload it, store it, or retain any pipeline data derived from it. The only information Ravienta keeps is the contact details you choose to submit when you book an Executive Revenue Review — and only for as long as needed to support that engagement.
2. What we do NOT store
Your CSV file. Opportunity names, account names, amounts, owners, stages, close dates, or any other field in the export. Your Revenue Snapshot scores, findings, executive summary, or the generated PDF. None of this is ever transmitted to Ravienta, written to our database, or held in any log, cache, or backup.
3. How your CSV is processed
When you choose a file, the browser's built-in FileReader API loads the bytes into the current tab's memory. PapaParse converts the text into rows. Scoring, findings, the executive summary, and the PDF are all computed by JavaScript in the same browser tab. There is no server-side processing service that could see your data. You can verify this in DevTools → Network or by disconnecting from the internet — the Revenue Snapshot still completes.
4. What we DO retain (and why)
When you submit the form to book an Executive Revenue Review or contact us, we retain the contact details you provide — typically name, work email, company, and the context you choose to share (such as ARR range or primary revenue challenge). We retain this information so Shane and the Ravienta team can prepare for your session, deliver the Executive Revenue Review, and follow up with you afterward. We do not retain any of your CSV-derived pipeline data alongside it.
5. How long we keep contact information
Contact details you submit are retained for as long as our business relationship is active or as required for legitimate follow-up. You can request deletion of your contact record at any time by emailing hello@ravienta.com — we will remove it within 30 days and confirm in writing.
6. Privacy proof log
On the Revenue Snapshot page you can download a plain-text log of every client-side step that executed during your session. The log is generated locally and contains no CSV content — just the sequence of events you can cross-check against the Network tab to confirm nothing was transmitted.
7. Cookies and tracking
We do not set tracking cookies on the Revenue Snapshot flow. We do not associate snapshots with an account because no account is required to run one.
8. Sharing
Because we never receive your CSV, we have nothing to share with anyone — no subprocessors, no analytics vendors, and no AI providers receive your pipeline data through the Revenue Snapshot. Contact details you submit are used only by Ravienta to deliver the Executive Revenue Review and are never sold or shared with third parties for marketing.
9. Your rights
You can request access to, correction of, or deletion of any contact information we hold about you. Email hello@ravienta.com and we will respond personally within 30 days.
10. Contact
Questions about this disclosure? Email hello@ravienta.com and we will respond personally.