Task Management Salesforce Tasks

GENERAL BUSINESS AGREEMENT — TASK MANAGEMENT SALESFORCE TASKS

This General Business Agreement (the Agreement) is made effective as of between Client Name: and Service Provider Name: .

RECITALS

WHEREAS, Client engages Provider to perform professional task management and Salesforce task configuration services in connection with Client's customer relationship management operations, and Provider has the requisite experience and personnel to provide such services; and

WHEREAS, the parties desire to set forth the terms and conditions under which Provider will create, manage, configure, and report on Salesforce Tasks, including workflow automation, assignment rules, priority schemes, and acceptance criteria for delivered task-management artifacts; and

WHEREAS, the parties intend that this Agreement will govern the scope of work, payment, confidentiality, term, termination, and other essential matters related to the engagement.

SCOPE OF WORK

Provider will perform the services described below (Services). Services include configuration, creation, testing and handover of Salesforce Tasks, development of related assignment and escalation rules, creation of reporting dashboards, training materials, and limited administrative support necessary to operate the delivered functionality. Specific deliverables, milestones and acceptance criteria are set forth below and in any attachments incorporated by reference.

PAYMENT TERMS

Client agrees to pay Provider for Services in accordance with the amounts, schedule, and billing procedures set out below. All amounts are exclusive of applicable taxes unless otherwise indicated.

TERM AND TERMINATION

This Agreement shall commence on Start Date: and shall continue in effect until End Date: unless earlier terminated as provided herein.

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure the breach within the notice period set forth above after receipt of written notice specifying the breach. Termination shall not relieve Client of the obligation to pay for Services performed and expenses incurred through the effective date of termination, including any non-cancellable commitments.

CONFIDENTIALITY

Each party agrees that Confidential Information disclosed by one party to the other shall be held in confidence and used only for performance of this Agreement. Confidential Information includes customer data, access credentials, reports, configurations, business processes and any non-public technical or business information. Confidential Information does not include information that is or becomes publicly known through no breach by the receiving party, is rightfully received from a third party without restriction, or is independently developed by the receiving party without reference to the disclosing party's Confidential Information.

Receiving party shall implement reasonable administrative, physical and technical safeguards to protect Confidential Information and shall limit access to employees or contractors who have a need to know and who are bound by confidentiality obligations consistent with this Agreement.

DATA, ACCESS, AND OWNERSHIP

ACCEPTANCE AND REPORTING

Deliverables will be deemed accepted upon Client's written confirmation following successful execution of agreed test cases or completion of acceptance criteria as specified in the scope. Provider will provide periodic reports on task creation volume, assignment success rate, and any automation exceptions at Reporting Frequency:

LIMITATION OF LIABILITY

Except for liability arising from wilful misconduct or gross negligence, each party's aggregate liability to the other for any claim arising out of or related to this Agreement will not exceed the total fees paid by Client to Provider under this Agreement in the twelve (12) months preceding the claim.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the state of , without regard to its conflicts of law rules.

ENTIRE AGREEMENT

This Agreement, including all schedules and attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. Any modification to this Agreement must be in writing and signed by authorized representatives of both parties.

MISCELLANEOUS PROVISIONS

Relationship of Parties: Provider is an independent contractor and nothing in this Agreement will be construed to create a partnership, joint venture or employer-employee relationship.

Subcontracting: Provider may subcontract portions of the Services provided that Provider remains responsible for performance and compliance with this Agreement.

Sign Now