Lightfield & Slack Integration

Lightfield

Description Permissions Security & Compliance

Lightfield is an agent-native CRM that captures your customer context and helps your team act on it. Slack integration brings all your customer context in Slack to Lightfield. Additionally, you can also chat with the Lightfield agent, look up and update records, and receive scheduled digests — all without leaving Slack.Chat with the Lightfield agent
• "What's the latest on the Acme renewal?"
• "Mark the Acme deal as Closed Won."
• "Which accounts haven't been touched in 30 days?"Get digests and notifications
• Receive scheduled digests as direct messages — e.g. "every Monday, review my pipeline"
• Get CRM notifications delivered right to Slack, configurable in Lightfield SettingsSync Slack channels to Lightfield
• Connect a Slack channel to an account, opportunity, or custom object
• Lightfield syncs the channel's messages into that record's Activity log
• Slack members are automatically matched to your existing contacts
*Slack channel sync available to Pro and Growth pricing plans only.Learn more about Lightfield's Slack integration at https://docs.lightfield.app/integrations/slack/

Lightfield will be able to view:

Lightfield will be able to do:

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General

Privacy & data governance

Data retention policy

Lightfield will retain Customer Data for the duration of the active workspace. Once a workspace is deleted, Customer Data is retained for 120 days before permanent deletion in accordance with Lightfield's data retention schedule.

Data archiving and removal policy

Lightfield will remove Customer Data in accordance with its data retention schedule. All data is permanently removed from Lightfield's systems within 120 days of workspace deletion. Lightfield does not currently provide a certificate of destruction.

Data storage policy

Lightfield will store Customer Data in accordance with its SOC 2 Type II certified controls, including encryption at rest and in transit (TLS). Customer Data is stored exclusively in US-based AWS regions. Lightfield operates with zero data retention in place with its LLM providers (Anthropic, OpenAI and Google).

Data hosting details

Lightfield is cloud hosted. Customer data is stored in the United States (production, backups, and replicated environments) on AWS infrastructure.

App/service has sub-processors

yes

Guidelines for sub-processors

https://app.vanta.com/tome.app/trust/r5dxppvpisvxvk6lc1ov6/subprocessors

App/service uses large language models (LLM)

yes

LLM model(s) used

Claude (Anthropic), OpenAI, and Gemini (Google)

LLM retention settings

Lightfield has zero data retention in place with all LLM providers. Prompts/outputs are not stored by providers beyond transient caching for reliability. Lightfield itself retains conversation and prompt logs for the duration of the active workspace.

LLM data tenancy policy

Lightfield has zero data retention in place with its LLM providers. Customer data is not used to train any models. There are no training agreements with model providers. Prompts may be transiently cached for a short duration for performance purposes only.

LLM data residency policy

All LLM inference is performed via providers whose data is processed and stored in the US. Customer data is stored exclusively in US-based AWS regions. No EU or non-US residency option is currently available.

Certifications & compliance

Security