Privacy Policy
Last updated: June 6, 2026. PipelineQuest is a Salesforce-connected sales productivity app. This policy describes the data PipelineQuest uses during beta testing and App Store review.
Data We Access
When a user connects Salesforce, PipelineQuest accesses the opportunity and account data needed to power its execution, forecasting, and workflow features.
- Opportunity and account fields used for forecasting, prioritization, and activity tracking (such as deal name, amount, stage, forecast category, close date, next step, and timing).
- Recent Salesforce activities and notes when needed for workflow context.
- Organization and user display names used to show connection status.
Apple Review Demo Mode
Apple Review Demo Mode does not connect to a live Salesforce org. It uses seeded sample data only, with Salesforce write-back disabled.
Local Data
PipelineQuest stores local app data on your device to support continuity, including session summary, setup status, preferences, progress, and cached Salesforce data. Sensitive keys are held in secure device storage; the web version uses standard browser storage.
Backend Storage
PipelineQuest server requests are transmitted over TLS. Backend persistence is optional during beta and, when enabled, uses an industry-standard cloud database provider. Salesforce OAuth tokens and connection secrets are encrypted at rest.
Salesforce Write-Back
Real beta accounts start in read-only mode. If write-back is enabled, PipelineQuest may update opportunity fields (such as stage, forecast category, close date, amount, and next step) and create activity or task records.
AI Processing
AI processing is disabled for live Salesforce data unless you enable it in Settings. When enabled, a minimized set of deal context may be sent to a configured AI provider through a managed gateway. Some suggestions are generated on your device without sending Salesforce data to any AI provider.
Diagnostics
Exported diagnostics include app version, environment, sync status, local progress, and redacted recent errors. They exclude raw Salesforce records, activity notes, next-step text, and write-back request contents by default.
Account Deletion
You can request account deletion from Settings. Deletion clears local app data and, when backend persistence is configured, removes the matching backend account profile, preferences, progress, demo session data, and workspace membership.
Contact
For privacy, support, or account deletion questions, contact support@pipelinequest.app.