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FedCRM: Privacy-Preserving Federated Learning for Enterprise Salesforce CRM Analytics with Heterogeneous Schema Support and Differential Privacy

Author(s) Lalith Chandra Bandaru
Country United States
Abstract Enterprise Salesforce CRM implementations across business units, subsidiaries, and partner organisations contain customer relationship data whose analytical value substantially exceeds what any individual CRM yields from isolated local analysis. However, data governance regulations, contractual obligations, and internal data policies frequently prohibit centralising this data for joint model training. FedCRM is a federated learning framework for Salesforce CRM analytics that enables multiple organisations to collaboratively train predictive models — customer churn classifiers, lead conversion estimators, opportunity win probability models — without sharing raw CRM data. FedCRM contributes four innovations to federated CRM analytics: a heterogeneity-aware aggregation algorithm that weights participant contributions by both data volume and quality metrics; a per-participant configurable differential privacy budget management system; a Salesforce schema normalisation pipeline that maps heterogeneous custom field schemas to a common feature vocabulary; and a secure gradient aggregation protocol using threshold homomorphic encryption. Evaluated across nine Salesforce organisations over fourteen months, FedCRM achieves model performance within 3.1 percentage points of a centralised baseline while providing formal differential privacy guarantees. Federated models outperform locally trained models by an average of 7.4 percentage points on held-out test sets, confirming that federation provides genuine analytical value.
Keywords federated learning, differential privacy, Salesforce CRM, schema heterogeneity, privacy-preserving analytics, churn prediction, lead scoring, secure aggregation, FedAvg.
Field Computer > Artificial Intelligence / Simulation / Virtual Reality
Published In Volume 5, Issue 7, July 2024
Published On 2024-07-12
DOI https://doi.org/10.70528/IJLRP.v5.i7.2218
Short DOI https://doi.org/hb5p9s

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