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Licensing guide

How to license Salesforce data to AI companies

Quick answer

Salesforce holds opportunities, activities, notes and stage history. AI companies pay for this kind of real work history because it shows how problems are actually solved. Through SourceX, you export a copy, personal details are removed and checked, you approve the final package, and only then is it licensed under terms you sign.

Why AI companies want Salesforce records#

  • Deal records show how real sales conversations progress from first contact to close
  • Buyers use them for sales assistants, forecasting and outreach drafting
  • Stage changes and notes over several years carry the most signal

How licensing works#

  • Take the fit check to see whether your Salesforce history matches current buyer demand
  • Export a copy of your records — our step-by-step Salesforce export guide walks through it
  • SourceX prepares the package: personal details removed, samples reviewed by a human
  • You review and approve the final package before anything is shared
  • Terms are agreed in writing — approved uses, exclusivity and payment — before delivery
  • Large datasets stay in your own storage or ship on encrypted drives; SourceX never needs access to your live systems

Start with the export

The first practical step is a complete export of your Salesforce history. Our guide follows Salesforce's own documentation.

Read the Salesforce export guide

Sources

Public sources, checked 2026-10-09. SourceX is not affiliated with the organizations named.

  1. Salesforce: Export backup data help.salesforce.com

See if your company qualifies

A short company assessment. No data uploads are needed.

See if your company qualifies