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Asset Commitment Schedules

Manage and track asset finance deals directly in Salesforce.

Equifax Credit Check

Run and manage title searches directly within Salesforce for faster, safer due diligence.

Amortisation Schedule

Create Amortisation Schedules in Salesforce CRM for every single Deal

Auto Log Email Records

No More Manual Logging Just Smarter Communication Tracking

PPSR Schedule Automation

Auto-extract data from PPSR reports to build and export asset schedules in Salesforce.

PPSR Searches

Run PPSR Searches Directly from Salesforce CRM

WhatsApp, Phone & SMS Integration

Connect and communicate with clients via WhatsApp, calls, and SMS all within Salesforce.

Document Collection Tool

Request, receive, and manage client documents securely within Salesforce.

Title Search Integration

Run and manage title searches directly within Salesforce for faster, safer due diligence.

Privacy Policy

Who we are

Our website address is: https://salesforcecrm.com.au/

Salesforce CRM Consulting PTY LTD (“we,” “us,” or “our”) provides Salesforce consulting and development services to clients across various industries. Your privacy is important to us, and this policy explains how we collect, use, and protect your personal information.

What personal data we collect and why we collect it

Comments

When visitors leave comments on the site, we collect the data shown in the comments form, as well as the visitor’s IP address and browser user agent string to help with spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to check if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After your comment is approved, your profile picture will be visible to the public alongside your comment.

Media

If you upload images to the website, please avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Contact Forms

When you fill out a contact or demo request form, we collect the information you provide (such as your name, email address, phone number, company name, and message).
We use this information solely to respond to your inquiries, schedule demos, and provide the services you requested.

Opt-In Information and Third-Party Sharing

We respect your privacy choices. Any personal information you provide through opt-in forms will not be shared with third parties for marketing or promotional purposes.

Cookies

If you leave a comment on our site, you may opt-in to saving your name, email address, and website in cookies for your convenience—so you don’t have to fill in your details again when leaving another comment. These cookies last for one year.

If you visit our login page, a temporary cookie will be set to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, several cookies are set up to save your login information and display preferences. Login cookies last for two days, and screen options cookies last for a year. Selecting “Remember Me” keeps your login active for two weeks. Logging out removes these cookies.

If you edit or publish content, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the content you just edited. It expires after one day.

Embedded Content from Other Websites

Articles and pages on this site may include embedded content (e.g., videos, images, articles, etc.). Embedded content from other websites behaves exactly as if the visitor has visited the external website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with their content, including tracking your interaction if you have an account and are logged in to that website.

Who we share your data with

We do not sell, rent, or share your personal data with third parties for marketing or promotional purposes.

Text messaging opt-in data and consent will not be shared with or obtained by any third parties. If you wish to opt out of communications, you may text STOP or contact us at info@salesforcecrm.com.au 

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely so that we can automatically recognize and approve follow-up comments instead of holding them for moderation.

For registered users (if any), we store the personal information they provide in their user profiles. All users can see, edit, or delete their personal information at any time (except usernames). Website administrators can also see and edit that information.

What rights you have over your data

f you have an account on this site or have left comments, you may request an exported file of the personal data we hold about you, including any data you’ve provided. You can also request that we erase any personal data we hold about you, except data we must retain for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.

Some contact form submissions may be processed by secure third-party service providers (such as CRM tools or email platforms) solely to facilitate communication and service delivery.

contact information

For any privacy-specific concerns, please contact us at:
Email: info@salesforcecrm.com.au 
Address: Salesforce CRM Consulting PTY LTD, 11 Eshal Cresent Wyndham Vale VIC 3024 Australia

Additional Information

How we protect your data

We implement industry-standard security measures to protect your data, including encryption, firewalls, and secure access protocols. Our team continuously monitors systems for potential vulnerabilities and unauthorized access.

What data breach procedures we have in place

In the unlikely event of a data breach, affected users will be notified promptly and appropriate corrective measures will be taken, including password resets and security reviews.

What third parties we receive data from

We may receive limited business contact information from trusted partners or publicly available sources to improve our service offerings.

What automated decision making and/or profiling we do with user data

We do not perform automated decision-making or profiling that produces legal or similarly significant effects on individuals.

Industry regulatory disclosure requirements

We comply with applicable data protection and privacy regulations, including GDPR (where applicable), and uphold transparency in all our data-handling practices.

Last Updated: 13/11/2025