# Data rules for the session

**Status: proposed. Stuart confirms these rules before the session.**

The session uses real plans and real Salesforce data. These rules say what can go where.

## In your own Claude

Your Claude runs in the company Claude organization. You can use your plan and your Salesforce exports there.

## On the room board

The board and the personal pages are on `https://cro-offsite.sc.rhapsody.health`. A person needs the room code to see them. Only the people at the offsite have the room code.

You can post:

- account names and deal names
- amounts, stages and close dates
- totals, counts and run rate
- the rules, prompts and skills that you built

Do not post:

- the personal details of a customer contact, such as an email address or a phone number
- a contract, a price list or a customer document
- patient data of any type
- a password, a token or a key
- notes about the performance of a named employee

## After the offsite

Tom takes the site down after the offsite. Tom exports the results first, so that the group keeps what it built. Tell Tom if you want a result removed before the export.

## If you are not sure

Post the totals. Keep the detail in your own Claude.