Introduction & Scope
SalesForce Automation is committed to maintaining the highest standards of data privacy and protection. This Privacy Policy outlines our practices concerning the collection, use, storage, and disclosure of personal information obtained through our mobile sales force automation application.
This policy applies to all users of the SalesForce Automation platform, including sales professionals, managers, administrators, and any authorized personnel within client organizations. By accessing or using our services, you acknowledge that you have read, understood, and agree to be bound by the terms of this Privacy Policy.
Policy Compliance
This Privacy Policy is designed to comply with applicable data protection regulations, including but not limited to the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and other relevant international privacy laws.
Information Collection
We collect various categories of information necessary to provide our comprehensive sales force automation services. The data we collect falls into the following categories:
Personal Identification
- Full name and professional title
- Business email address
- Direct phone and mobile numbers
- Company affiliation and department
- Professional credentials
- Profile photograph
Business Operations
- Customer relationship records
- Sales pipeline and opportunities
- Meeting notes and call logs
- Transaction histories
- Product catalog interactions
- Performance metrics
Technical Information
- Device identifiers and specifications
- Operating system information
- Application version and settings
- IP address and network data
- Usage analytics and patterns
- Error logs and diagnostics
Data Usage & Processing
We process your personal information based on the following legal grounds and for the purposes outlined below:
Primary Processing Purposes
Service Delivery
- Provision of core CRM functionality
- Account management and authentication
- Feature customization and optimization
- Technical support and maintenance
Analytics & Improvement
- Usage pattern analysis
- Performance monitoring
- Feature development and enhancement
- User experience optimization
Security & Compliance
- Fraud detection and prevention
- Security threat monitoring
- Legal and regulatory compliance
- Audit and record-keeping
Location Services
Our application offers advanced location-based features designed to enhance field sales productivity and efficiency. Access to location data enables the following professional capabilities:
Field Operations
- Client visit verification and check-ins
- Automated activity logging
- Geofencing and territory management
Route Optimization
- Intelligent route planning
- Proximity-based recommendations
- Travel time estimation
Location Data Control
Location tracking requires explicit user consent and can be disabled at any time through device settings or in-app preferences. We collect location data only when the application is actively in use and you have granted the necessary permissions. Background location tracking is never performed without clear notification and consent.
Security Measures
We implement comprehensive, enterprise-grade security measures to protect your information against unauthorized access, alteration, disclosure, or destruction.
Encryption Standards
- AES-256 encryption for data at rest
- TLS 1.3 for data in transit
- End-to-end encryption protocols
- Encrypted backup systems
Access Management
- Multi-factor authentication (MFA)
- Role-based access controls (RBAC)
- Single sign-on (SSO) integration
- Session management and timeouts
Monitoring & Compliance
- 24/7 security monitoring
- Regular penetration testing
- SOC 2 Type II certification
- Annual third-party audits
Your Privacy Rights
You maintain comprehensive rights regarding your personal information. We are committed to facilitating the exercise of these rights in accordance with applicable data protection laws.
Right to Access
Request comprehensive information about the personal data we hold concerning you, including the purposes of processing and categories of data.
Right to Rectification
Request correction of inaccurate or incomplete personal data to ensure accuracy and completeness of your information.
Right to Erasure
Request deletion of your personal data under specific circumstances, subject to legal retention requirements.
Right to Restriction
Request limitation of processing activities for your personal data while maintaining the data in our systems.
Right to Portability
Receive your personal data in a structured, machine-readable format for transfer to another service provider.
Right to Object
Object to processing of your personal data based on legitimate interests or for direct marketing purposes.
Exercising Your Rights
To exercise any of these rights, please submit a formal request through our privacy portal or contact our Data Protection Officer using the contact information provided at the end of this document. We will respond to all legitimate requests within the timeframes mandated by applicable law.
Data Retention
We maintain personal information only for the duration necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce contractual agreements.
Retention Periods by Category
Account Data
- Active account period plus 90 days
- Authentication logs: 12 months
- Profile information: Account lifetime
Business Records
- Sales transactions: 7 years
- Customer records: 6 years post-closure
- Financial data: As legally required
Analytics Data
- Usage analytics: 24 months (aggregated)
- Performance metrics: 18 months
- System logs: 90 days
Upon expiration of retention periods, we securely delete or anonymize personal data using industry-standard methods to prevent reconstruction or identification.
International Data Transfers
As a global platform, your personal information may be transferred to, processed, and stored in countries outside your country of residence. We ensure that all international data transfers are protected by appropriate safeguards:
Transfer Mechanisms
- ▪ Standard Contractual Clauses (SCCs) approved by the European Commission
- ▪ Adequacy decisions for transfers to approved jurisdictions
- ▪ Binding Corporate Rules (BCRs) for intra-group transfers
- ▪ Additional technical and organizational security measures
Cookies & Tracking Technologies
Our mobile application utilizes minimal tracking technologies to ensure optimal functionality and user experience. We employ the following categories:
Essential
- Authentication and session management
- Security and fraud prevention
- Core application functionality
Analytics
- Usage pattern analysis
- Performance monitoring
- Feature utilization tracking
Preferences
- User settings and customization
- Language and regional preferences
- Display configurations
Children's Privacy
SalesForce Automation is a professional business application designed exclusively for commercial use by adults in professional capacities. Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors.
Policy Enforcement
If we become aware that personal information has been collected from an individual under 18 years of age without appropriate parental consent, we will take immediate steps to delete such information from our systems and terminate any associated accounts.
Third-Party Integrations
Our application may integrate with third-party services and platforms to enhance functionality. These integrations may include calendar applications, email clients, mapping services, and business intelligence tools. Each third-party service operates under its own privacy policy and terms of service.
We encourage you to review the privacy practices of any third-party services you choose to connect with SalesForce Automation. We are not responsible for the privacy practices or content of external services.
Policy Updates & Modifications
We reserve the right to modify this Privacy Policy at any time to reflect changes in our practices, technology, legal requirements, or other operational needs. Material changes will be communicated through the following channels:
Notification Methods
- ▪ In-application notifications for significant changes
- ▪ Email notifications to registered account holders
- ▪ Updated "Effective Date" at the top of this document
- ▪ Prominent notice on our website and support portal
Continued use of our services following notification of changes constitutes acceptance of the revised Privacy Policy. If you do not agree with modifications, you must discontinue use of our services.
Data Protection Officer
We have appointed a dedicated Data Protection Officer (DPO) responsible for overseeing our privacy compliance program and serving as the primary point of contact for privacy-related inquiries.
DPO Responsibilities
Our Data Protection Officer monitors compliance with this Privacy Policy and applicable data protection laws, investigates privacy concerns, coordinates responses to data subject requests, and serves as liaison with supervisory authorities.