Establishing secure connection…Loading editor…Preparing document…

HR Salesforce Developer Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

HR Salesforce Developer Agreement

This Salesforce Developer Agreement (the Agreement) is entered into between Employer Name: and Employee Name: (collectively the Parties) and sets forth the terms and conditions of employment and the Parties' rights with respect to work performed in the Employer's Salesforce environment.

Personal Information

Position Information

Anticipated Start Date:   Salary/Rate: $   Pay Frequency:

Remote Work Eligible:   Probationary Period (if any):

Employment History

Previous Employer 1

Employment Dates: From to

Previous Employer 2

Employment Dates: From to

Education

Professional References

Legal Disclosures and Employment Terms

At-Will Employment: Employment with Employer is at-will, which means that either the Employer or the Employee may terminate the employment relationship at any time, with or without cause or advance notice, except as otherwise provided in a separate written agreement signed by an authorized representative of Employer. This clause does not affect other express written rights or obligations set forth in this Agreement.

Equal Opportunity: Employer is an equal opportunity employer. Employment decisions will be made without regard to legally protected characteristics, and based on bona fide occupational qualifications, business needs, and performance.

Confidentiality and Data Security: Employee will maintain the confidentiality of Employer's proprietary information, customer data, Salesforce metadata, configuration and custom code, credentials, and any other nonpublic information. Employee shall follow Employer security policies, promptly report any suspected data incidents, and use multi-factor authentication and other employer-required security controls where provided.

Intellectual Property Assignment: Employee hereby assigns to Employer all right, title and interest in any inventions, discoveries, improvements, original works of authorship, code, configuration, triggers, workflows, Lightning components, Apex classes, Visualforce pages, integration artifacts, and other works created by Employee within the scope of employment or using Employer resources. Employee agrees to execute all documents reasonably necessary to vest ownership in Employer.

Non-Solicitation and Non-Disclosure: For a period of twelve (12) months following separation, Employee shall not solicit Employer's employees, contractors, or customers for competing services. Employee shall not disclose proprietary information except as required by law or with written Employer authorization.

Background Checks and Authorization: Employee authorizes Employer to obtain background checks, reference checks, employment verifications, and any security clearances necessary to access Employer systems. Consent to background checks:

Access to Third-Party Accounts and Passwords: Employee agrees to use only Employer-provided accounts and credentials when accessing Employer systems. Any personal or third-party developer accounts used for Employer work must be expressly approved in writing by Employer.

Compensation, Benefits and Expenses

Salary and Bonus: Employee will be paid the salary set forth above. Any discretionary bonuses, equity awards, or incentive compensation are governed by Employer plans and written award documents. Employee understands that bonuses are not guaranteed unless specified in a signed award document.

Expenses: Employer will reimburse reasonable and pre-approved business expenses incurred in the performance of job duties upon submission of appropriate documentation in accordance with Employer policy.

Acknowledgements and Authorizations

Employee acknowledges that unauthorized copying, distribution, or export of Employer data, Salesforce configurations or code is prohibited and may lead to disciplinary action, including termination and legal remedies.

Employee authorizes Employer to contact the references and prior employers listed in this Agreement for purposes of verifying employment history and job performance.

By checking the box below, Employee confirms the accuracy of the information provided, and expressly authorizes Employer to take the actions described above.

Security and Compliance

Security Training: Employee agrees to complete any mandatory security, privacy, and Salesforce administration training within the timeframes required by Employer. Failure to comply may result in suspension of system access.

Compliance with Laws: Employee must comply with all applicable laws, regulations, and Employer policies relating to data protection, export control, and privacy when performing duties under this Agreement.

Dispute Resolution

Governing Law and Remedies: This Agreement will be governed by the law specified by Employer policy. The Parties agree that Employer may seek injunctive relief and other equitable remedies to prevent unauthorized disclosure or use of Employer's proprietary information and intellectual property.

Entire Agreement: This Agreement, together with any written offer letter or award documents executed by Employer, constitutes the entire agreement between the Parties regarding the subject matter herein and supersedes prior oral or written agreements.

Employer:

By:

Date:

Employee:

By:

Date:

Enter text✕

What the HR Salesforce Developer Agreement Is

The HR Salesforce Developer Agreement is a written contract that documents the scope, deliverables, intellectual property, confidentiality, access rights, compensation, and post-engagement obligations for a developer building, configuring, or extending Salesforce solutions used by an employer's HR function. It covers custom Apex, Lightning components, integrations with HRIS systems, data handling and role-based access tied to employee records. The agreement can be drafted for employees, contractors, or vendor engagements and should align with company security policies, applicable privacy laws, and any platform-specific terms imposed by Salesforce.

Why a Tailored Agreement Matters for HR Projects

A focused HR Salesforce Developer Agreement clarifies responsibilities for protected employee data, change control, and IP ownership while reducing disputes and compliance gaps. It allocates risk for integrations, defines acceptable use, and documents testing and acceptance criteria to avoid operational disruption.

Why a Tailored Agreement Matters for HR Projects

Who Typically Completes This Agreement

Including all three perspectives ensures operational, legal, and technical requirements are represented in the final document.

  • HR leadership and People Ops teams that request Salesforce HR functionality and own employee data controls
  • IT and platform teams that manage Salesforce instances, integrations, and deployment pipelines
  • External Salesforce developers, system integrators, or contractors delivering configuration or custom development

Core Elements to Include in the Agreement

A complete agreement covers scope, timelines, payments, data protection, IP assignment, testing, and termination to reduce ambiguity during development and after deployment.

Scope

Precise deliverables, user stories, acceptance criteria, and excluded items to prevent scope creep and billing disputes.

Compensation

Payment schedule, milestone definitions, invoicing procedures, and whether expenses or license fees are reimbursable.

Intellectual Property

Ownership of code, work-for-hire language, third-party library licensing, and rights to custom metadata and configuration.

Data Protection

Controls for handling employee PII, encryption, access logs, breach notification timelines, and any HIPAA or state privacy obligations.

Change Control

Process for scope changes, approval gates, versioning, rollback procedures, and responsibility for regression testing.

Termination

Exit assistance, transfer of code/repository access, data return or destruction, and transition support post-termination.

Step-by-Step: Completing the Agreement

Follow these steps with stakeholders before executing signatures to reduce rework and ensure compliance.

  • 01
    Draft Scope: Define deliverables and acceptance criteria.
  • 02
    Assign Roles: Document who reviews, approves, and operates changes.
  • 03
    Review Legal: Route to counsel for IP and liability review.
  • 04
    Execute: Collect required signatures and dated acknowledgment.

How to Configure an Online Signing Workflow

Set up an e-sign workflow that enforces signer order, authentication, and field completion to capture a complete audit trail.

Field Configuration
Signer Order Sequential or parallel routing as required
Authentication Method Email link, SMS code, or stronger options where required
Required Fields Mark signature, date, and initial fields as mandatory
Audit Trail Enable timestamp, IP, and action logging

Where to Send and Store the Executed Agreement

Determine recipients and archival locations to meet legal, HR, and recordkeeping needs before sending for signature.

  • Primary Recipients: HR, IT, and contracting department copies
  • Legal Counsel: Retain a signed copy for contract files
  • Source Control: Push repository access or code artifacts to secure storage
  • Document Repository: Archive in corporate DMS with retention policy

Digital Signing and Submission Considerations

Ensure the selected platform supports required compliance standards and integrates with HR and IT tooling for secure storage and retrieval.

  • Authentication: Email, SMS, or MFA options
  • Document Formats: PDF and DOCX support
  • Integrations: Salesforce and cloud storage

Timelines and Time-Sensitive Actions

Identify dates that trigger obligations, deliverables, and compliance windows to avoid missed deadlines or payment disputes.

Effective Date and Term:

Start and end dates in MM/DD/YYYY format

Milestone Deadlines:

Delivery dates per scope exhibits

Acceptance Period:

Defined testing timeframe after delivery

Notice Periods:

Days required for termination or breach notices

Data Retention Start:

Date when retention obligations begin

Penalties and Risks for Inaccurate or Missing Terms

1099 Filing Penalty: Per-form $60–$330; IRC §6721
I-9 Violations: $281–$2,789 per violation
HIPAA Breach Risk: Civil penalties and corrective action
IP Ownership Dispute: Lost rights if assignment unclear
Operational Downtime: Costly delays from unapproved changes
Contractual Damages: Liquidated or consequential damages

Real-World Examples of How Organizations Use This Agreement

Practical examples show how scope and clauses are applied in live deployments across enterprises and mid-market firms.

Optica Ventures (COO)

The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

  • Deployment clarity reduced change requests by 30%.
  • The agreement defined delivery milestones and acceptance tests, enabling predictable rollouts with fewer disputes and faster onboarding of new hires.

Xerox (Director of NetSuite Ops)

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats.

  • Integration with backend systems was required.
  • By combining clear contracting language with automated signing, cross-team approvals completed faster and repository linkage simplified audit readiness.

eSignature Vendor Comparison for This Agreement

Compare baseline pricing and compliance features to choose an e-sign provider that meets legal and operational needs.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Practical Tips for Accurate and Efficient Completion

Adopting consistent practices reduces risk and accelerates sign-off for HR-related Salesforce work.

Centralize Scope Exhibits
Keep functional specifications, acceptance tests, and data mapping in a single exhibit. This reduces interpretation disputes and speeds vendor onboarding while providing a clear basis for change orders.
Limit Production Access
Grant the least privilege required for work in production environments and require supervised sessions for sensitive HR data. This minimizes exposure and supports auditability during compliance reviews.
Include BAA When Required
For any engagement that may handle protected health information, attach a Business Associate Agreement and define breach notice timelines consistent with HIPAA obligations.
Preserve Source and Deploy Artifacts
Specify transfer of repositories, build artifacts, and deployment scripts on termination to maintain continuity and avoid operational lock-in.

Frequently Asked Questions About Execution and Validity

Answers address common execution, enforceability, and e-sign concerns for HR-related Salesforce development agreements.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users