Stage Checklist

  • ✓ Research (.md file)
  • ✓ POC App
  • ✓ POC UI (templates)
  • ✓ Microservice
  • ✓ Containerized (Dockerfile)
  • ✓ Helm Chart
  • ✓ CI/CD Pipeline
  • ✓ Frontend Page
Download Research Download Implementation Guide

AI Research

Last researched: 2026-03-05

Refund Rules

Salesforce generally offers no refunds for subscription fees unless there is a billing error or technical issue preventing service use. No refunds for unused licenses or mid-cycle cancellations. However, customers can reduce licenses at the end of their contract term or during annual renewal periods. Unused setup fees may be eligible for refund within 30 days if services haven't been activated.

Credit Policies

Salesforce provides service level agreement (SLA) credits for system downtime exceeding 99.9% uptime commitment (varies by instance type). Credits are typically calculated as a percentage of monthly fees based on downtime duration. Customers must request SLA credits within 30 days of the incident. No automatic credits for service degradation or performance issues below SLA thresholds.

Contractual Terms

Salesforce contracts typically include: 12-month minimum commitment with auto-renewal clauses requiring 30-60 days written notice to prevent renewal. Price increases limited to once per year with 90 days advance notice. Cancellation requires written notice and payment through contract end date. Early termination fees may apply. Enterprise contracts often include volume discounts that require maintaining minimum user counts.

Integration Complexity

★★☆☆☆

Technical Notes

Salesforce uses OAuth 2.0 with well-documented REST/SOAP APIs. Rate limits based on edition (typically 15,000-1,000,000+ API calls per 24 hours). SOQL queries are powerful for user data extraction. Requires 'View All Users' permission or admin-level access. API limits reset daily. Support for bulk operations via Bulk API 2.0 for large datasets. Sandbox environments available for testing integrations.