This must be agreed to prior to our session.
This Salesforce Office Hours Consulting Agreement (“Agreement”) is entered into between Joe’s Tech Sphere LLC, doing business as an independent consultant (“Consultant”) and the individual or organization purchasing consulting services (“Client”).
This Agreement becomes effective on the date the Client books, purchases, or otherwise agrees to receive services from Consultant.
1. SERVICES
Consultant will provide advisory and consulting services related to Salesforce, CRM architecture, business processes, automation, integrations, reporting, platform strategy, artificial intelligence, Agentforce, and related technologies.
Services may include, without limitation:
- Salesforce architecture review
- Flow and automation troubleshooting
- Data model review
- Permission and security architecture guidance
- Sales Cloud or Service Cloud configuration guidance
- Experience Cloud guidance
- Integration strategy
- Reporting and dashboard consultation
- Agentforce and AI use-case review
- Technical troubleshooting
- CRM process design
- Solution architecture
- Implementation recommendations
- Technical mentoring or advisory services
Unless separately agreed in writing, Salesforce Office Hours are advisory sessions and do not include full implementation, managed administration, production deployment, custom software development, or ongoing support.
2. SESSION FORMAT
Office Hours sessions will normally be provided remotely through video conferencing, screen sharing, telephone, or another mutually agreed communication method.
Client may use the session to present questions, system behavior, requirements, configurations, screenshots, architecture, documentation, or other materials relevant to the consultation.
Consultant may provide recommendations, troubleshooting guidance, examples, configuration suggestions, architecture options, documentation, or other advisory materials during the session.
3. FEES
The standard fee for Salesforce Office Hours is:
$150 USD per 60-minute session
$225 USD per 90-minute session
unless another price is agreed upon in writing before the session.
Payment is due at the time of booking unless Consultant agrees to invoice the Client.
For invoiced services, payment is due within 7 calendar days of the invoice date.
Additional consulting outside the scheduled session will not be performed unless separately authorized by the Client.
4. SESSION TIME
Sessions begin and end at the scheduled time.
If Client arrives late, the session will normally still end at the originally scheduled time.
If Consultant causes a session to begin late, Client will receive the full purchased consulting time.
Unused time does not automatically carry forward to another session unless Consultant agrees otherwise.
5. CANCELLATIONS AND RESCHEDULING
Client may reschedule or cancel a session without penalty by providing at least 24 hours’ notice.
Sessions cancelled or rescheduled with less than 24 hours’ notice may be charged in full.
Consultant may waive this requirement at Consultant’s discretion.
If Consultant must cancel a session, Client may choose either:
- a full refund for that session; or
- rescheduling at no additional charge.
6. CLIENT RESPONSIBILITIES
Client is responsible for providing accurate and reasonably complete information necessary for Consultant to provide useful advice.
Client remains responsible for all decisions regarding its Salesforce environment, business processes, security configuration, data, integrations, production deployments, and technology systems.
Unless separately agreed in writing, Consultant will not directly modify Client’s production systems.
If temporary system access is provided to Consultant, Client is responsible for granting the minimum access reasonably necessary for the engagement.
Consultant will not request Client passwords or shared user credentials.
7. NO GUARANTEE OF RESULTS
Consultant will provide services in a professional manner using Consultant’s experience and judgment.
Technology systems, business processes, Salesforce configurations, third-party integrations, APIs, licensing requirements, and platform behavior may vary between environments and may change over time.
Consultant therefore does not guarantee that any particular recommendation, configuration, troubleshooting approach, automation, integration, or architecture will produce a specific business or technical result.
Client should test material changes in an appropriate non-production environment before production deployment whenever reasonably practical.
8. SALESFORCE AND THIRD-PARTY SERVICES
Consultant is an independent consultant and is not acting on behalf of Salesforce, Inc. or any other software vendor unless expressly stated in writing.
Salesforce, Agentforce, Slack, and other product names may be trademarks of their respective owners.
Consultant cannot control or guarantee the availability, functionality, licensing, pricing, security, or future behavior of Salesforce or any third-party product or service.
9. CONFIDENTIALITY
Each party may receive confidential or proprietary information from the other party.
Confidential information may include:
- business processes
- customer information
- system architecture
- credentials or access information
- technical configurations
- pricing
- business strategies
- internal documentation
- non-public data
- proprietary processes
Each party agrees to use reasonable care to protect the other party’s confidential information and to use such information only for purposes related to the consulting services.
Confidential information does not include information that:
- is publicly available through no fault of the receiving party;
- was already lawfully known by the receiving party;
- is independently developed without use of the confidential information; or
- is lawfully obtained from another source without confidentiality restrictions.
Consultant will not intentionally retain Client credentials following completion of the applicable engagement.
10. CLIENT DATA
Client should avoid sharing sensitive personal information, regulated data, production credentials, payment card information, protected health information, or other highly sensitive data unless reasonably necessary for the engagement and specifically agreed upon.
Client is responsible for determining whether its own legal, regulatory, contractual, or security obligations permit information to be shared with Consultant.
11. INTELLECTUAL PROPERTY
Client retains ownership of Client’s systems, data, trademarks, confidential information, and materials supplied to Consultant.
Consultant retains ownership of Consultant’s:
- pre-existing materials
- methodologies
- templates
- frameworks
- reusable code
- processes
- know-how
- general technical knowledge
- training materials
Upon full payment, Client may use any Client-specific documentation, recommendations, diagrams, configuration guidance, or similar deliverables created specifically for Client for its internal business purposes.
Nothing in this Agreement prevents Consultant from using general skills, ideas, experience, techniques, or knowledge gained while providing the services, provided Consultant does not disclose Client confidential information.
12. RECORDING
Neither party may record a session without informing the other party.
If Client requests or creates a recording, Client is responsible for its storage, access, security, and use.
13. INDEPENDENT CONTRACTOR
Consultant is an independent contractor and is not an employee, agent, partner, or joint venturer of Client.
Consultant is responsible for Consultant’s own taxes, insurance, equipment, business expenses, and legal obligations associated with Consultant’s business.
14. LIMITATION OF LIABILITY
To the maximum extent permitted by applicable law, Consultant will not be liable for indirect, incidental, special, consequential, punitive, or lost-profit damages arising from the services.
Consultant will not be responsible for losses caused by:
- changes made by Client or third parties;
- Salesforce platform changes;
- third-party software or integrations;
- outages;
- data corruption;
- security incidents outside Consultant’s reasonable control;
- Client’s failure to test recommendations;
- Client’s implementation of recommendations contrary to Consultant’s guidance.
Consultant’s total liability arising from a particular Office Hours engagement will not exceed the total fees actually paid by Client to Consultant for the services giving rise to the claim during the preceding three months.
15. PROFESSIONAL SERVICES ONLY
Consultant provides technology and business consulting services.
Consultant does not provide legal, tax, accounting, cybersecurity certification, regulatory compliance certification, or other licensed professional services.
Any discussion of those topics is general technical or operational information and should not be treated as professional advice within those disciplines.
16. TERMINATION
Either party may terminate the consulting relationship at any time.
Termination does not eliminate Client’s obligation to pay for services already performed or sessions subject to the cancellation policy.
Sections concerning confidentiality, intellectual property, payment obligations, limitation of liability, and other provisions that by their nature should survive will remain effective following termination.
17. GOVERNING LAW
This Agreement will be governed by the laws of the State of Ohio, without regard to conflict-of-law principles.
Any dispute arising from this Agreement will be brought in a court of competent jurisdiction located in Ohio unless the parties mutually agree to another method of dispute resolution.
18. ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between the parties regarding Salesforce Office Hours services unless supplemented by a written proposal, statement of work, order form, or other written agreement.
If a separate signed Statement of Work conflicts with this Agreement, the Statement of Work will control with respect to that specific engagement.
19. ELECTRONIC ACCEPTANCE
Client may accept this Agreement by:
- signing it electronically or physically;
- purchasing a consulting session;
- booking a session where this Agreement is presented as part of the booking process; or
- confirming acceptance in writing.
Electronic acceptance will have the same effect as a physical signature.
Signed agreement available upon request.
