Terms of Business

Terms of Business

Giveclarity Ltd provides consulting, implementation, and advisory services relating to Salesforce and associated data platforms.

Our services are governed by our standard Terms and Conditions, which apply to all client engagements unless superseded by a mutually agreed written contract.

Scope of services

Our services are delivered on a professional services basis. While we apply industry‑standard security and data protection practices, responsibility for the configuration and ongoing security of client‑owned Salesforce environments ultimately remains with the client.

Confidentiality

Giveclarity treats all client data as confidential and ensures that access to client data is restricted to authorised personnel who require it for the delivery of agreed services.

Information security

Giveclarity maintains Cyber Essentials Plus and is currently working on an Information Security Management System aligned with ISO/IEC 27001. Appropriate technical and organisational measures are implemented to protect client data against unauthorised access, loss, or disclosure.

Data protection

Where Giveclarity processes personal data on behalf of a client, this is done in accordance with applicable data protection laws, our Data Protection Policy and Privacy Notice.

Incidents

In the event of a confirmed security incident affecting client data under our responsibility, we will notify the affected client without undue delay and cooperate in incident investigation and remediation.

Full contractual terms, including liability provisions and detailed service schedules, are provided to clients as part of formal engagement documentation.

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Privacy Notice

Giveclarity is committed to protecting the privacy and security of personal data.

What data we process

We may process business contact information, project delivery data, and limited access credentials strictly as required to deliver agreed services.

How data is used

Personal data is processed only for legitimate business purposes, including service delivery, support, and contractual administration.

Data processors and sub‑processors

Giveclarity primarily uses Salesforce and related cloud platforms when delivering services. We do not sell or exploit customer data for marketing purposes.

Data security

We apply appropriate technical and organisational safeguards, including access controls, device security, and staff confidentiality obligations, to protect personal data.

Retention

Personal data is retained only for as long as necessary to fulfil contractual, legal, or regulatory obligations.

Your rights

Individuals have rights under applicable data protection laws, including access, rectification, and erasure, subject to legal limitations.

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Information Security Statement

Giveclarity recognises the importance of information security and the trust our clients place in us.

We are working towards creating an Information Security Management System (ISMS) aligned with ISO/IEC 27001 to ensure the confidentiality, integrity, and availability of information.

Our approach will include:

  • Role‑based access control for staff and contractors
  • Security awareness and confidentiality obligations
  • Secure configuration of company‑managed devices
  • Incident response and reporting procedures
  • Risk‑based management of suppliers and subcontractors

Shared responsibility

Giveclarity provides advisory and delivery services. Clients retain responsibility for the operation of their Salesforce environments unless explicitly agreed otherwise in writing.

Assurance

Information security controls are reviewed regularly and improved as part of our continuous risk management and compliance processes.