Terms and Conditions

AZMT Digital Solutions, Lda.
Version 1.0 · Effective date: 13 September 2026

1. Who these terms are between

These terms form an agreement between AZMT Digital Solutions, Lda., a company incorporated in Portugal with taxpayer and company registration number 517 649 357, with its registered office at Rua Albino da Costa Reis, n.º 118, 3.º Dto. Fte., 4430-748 Oliveira do Douro, Vila Nova de Gaia, Portugal ("Azimute", "we", "us"), and the organisation that installs or subscribes to AZ Goals ("Customer", "you").

By installing AZ Goals, starting a free trial, or subscribing, you accept these terms on behalf of your organisation and confirm you have authority to do so.

Business customers only. AZ Goals is offered exclusively to organisations acting for purposes relating to their trade, business, craft or profession. It is not offered to consumers, and you confirm that you are not acting as a consumer. If you are a consumer, do not install or subscribe to the Application.

Availability of these terms. These terms are published at azgoals.com/terms and are presented to you, in full and in a form that can be read, stored and printed, before you install the Application, start a trial or subscribe. You acknowledge that you had the opportunity to read them and to ask us about any of them before accepting, and that we answered any question you asked.

2. What these terms cover

These terms cover the AZ Goals managed package for Salesforce ("the Application"), the azgoals.com website, and any support we provide.

They do not cover the Salesforce platform. Your use of Salesforce is governed entirely by your own agreement with Salesforce, Inc. We are not responsible for the availability, performance, security or behaviour of Salesforce itself, and nothing here creates any obligation on Salesforce.

Distribution channel. AZ Goals is distributed through the Salesforce AppExchange. Paid subscriptions are purchased through Salesforce AppExchange Checkout. Payment, invoicing and the collection of applicable taxes (including VAT where Salesforce is required to charge it on that channel) are handled by Salesforce and its payment processor under the AppExchange / Checkout terms you accept with them. These terms govern the licence to use the Application and related matters that those channel terms do not address.

Order of precedence. Where you obtained AZ Goals through the Salesforce AppExchange, the AppExchange terms you accepted at purchase also apply. Those terms, and any terms that our agreement with Salesforce, Inc. requires us to apply to you, prevail to the extent of any conflict with these terms. These terms govern everything those terms do not address. Where a provision of these terms cannot apply for that reason, the remainder continues in force.

3. The licence we grant you

For as long as your subscription or trial is active, we grant you a limited, non-exclusive, non-transferable, non-sublicensable right to install and use the Application in your own Salesforce organisation, for your organisation's internal business purposes.

A subscription covers one Salesforce production organisation, with unlimited users within it. Sandbox and developer organisations associated with that production organisation may install the Application for testing at no additional charge. A separate subscription is required for each additional production organisation.

4. What you may not do

You may not, and may not permit anyone else to:

1. reverse engineer, decompile, disassemble or attempt to derive the source code of the Application, except to the extent that this restriction is prohibited by applicable law, including where such acts are indispensable to obtain the information necessary to achieve interoperability of an independently created program;
2. circumvent, disable or interfere with any licensing, trial-period or access-control mechanism in the Application;
3. rent, lease, resell, sublicense, distribute or otherwise make the Application available to any third party, or use it to provide a service to third parties;
4. use the Application, or information derived from it, to develop or assist in developing a competing product;
5. remove, obscure or alter any copyright, trademark or other proprietary notice;
6. use the Application in breach of applicable law, or in a way that interferes with the integrity or performance of the Salesforce platform.

5. Free trial

Every installation begins with a 14-day free trial with full functionality. No payment details are required.

Trials are provided as they stand. No warranty, service level or support commitment applies to a trial, and we may modify or end trial availability at any time. We may end an individual trial early if it is being used in breach of section 4.

When a trial ends without a subscription, the Application stops functioning. Your data is not deleted — all goals, targets, conditions and history remain in your Salesforce organisation, under your control, and become accessible again if you subscribe.

6. Fees and payment

Pricing is per Salesforce production organisation, not per user:

Purchase channel. Paid subscriptions are purchased through Salesforce AppExchange Checkout. Payment is collected by Salesforce and its payment processor under their terms. We do not issue the AppExchange Checkout invoice to you.

Taxes. Prices are stated exclusive of VAT and other applicable taxes. On AppExchange Checkout, the charging and remittance of VAT and other taxes applicable to that purchase are handled under the Checkout / Salesforce terms for that channel. Where a reverse-charge or similar rule applies under those terms, you remain responsible for accounting for tax as required of you.

Refunds. Fees are non-refundable, including for partial subscription periods and where you stop using the Application before the end of a paid term, except where a refund is processed through AppExchange Checkout under Salesforce's applicable refund rules, or where a refund is expressly provided for in sections 12, 14 and 15, or required by mandatory applicable law. The 14-day full-functionality trial in section 5 precedes every subscription.

Price changes. We may change prices for a renewal term by giving you at least 30 days' written notice before the renewal date. Prices for a term already paid do not change.

Exceptional direct invoicing. Only if we expressly agree with you in writing to bill outside AppExchange Checkout, payment is due within 30 days of our invoice by bank transfer to the account stated on the invoice; late payment may attract interest and the fixed recovery sum under Decreto-Lei n.º 62/2013, of 10 May, and we may suspend under section 8. That path is not the default distribution model.

7. Term and renewal

Monthly subscriptions run for one month and renew automatically each month. Annual subscriptions run for twelve months and renew automatically for successive twelve-month terms.

Either party may prevent renewal by giving notice before the end of the current term — at least 7 days for monthly, at least 30 days for annual. You can also manage renewal directly in your AppExchange account where you purchased through Checkout.

8. Suspension and termination

We may suspend or terminate your access if you materially breach these terms and, where the breach is capable of being remedied, do not remedy it within 14 days of our written notice; or if payment remains overdue after 14 days' notice (including where Checkout or Salesforce reports the subscription as unpaid); or immediately if your use poses a security risk, breaches section 4, or breaches section 21.

Either party may terminate immediately if the other becomes insolvent or enters an equivalent process.

On termination or expiry, your licence ends and the Application stops functioning. Sections that by their nature should survive — including 4, 9, 11, 12, 13, 16, 19 and 21 — continue to apply. As set out in section 5, we do not delete anything: your data stays in your Salesforce organisation. You are responsible for exporting it if you want it outside the Application.

9. Your data, and your responsibilities

We do not receive your data. The Application runs entirely inside your Salesforce organisation. It makes no external API calls, uses no external services, and transmits nothing to us or to any third party. We have no standing access to your goals, your records, or your users' data.

Consequently, for all data processed by the Application you are the controller, and we are not a processor of that data. Section 3 of our Privacy Policy explains the limited categories of data we do receive — licence and subscription records from Salesforce, and any information you send us when you contact support.

If a future version of the Application ever transmits data outside your Salesforce organisation, we will say so in the release notes for that version and update these terms and our Privacy Policy before it is released.

You are responsible for:

1. configuring the Application appropriately, including which objects goals may target, your organisation-wide sharing defaults, permission set assignments and goal visibility;
2. the accuracy of the targets, filters, date fields and thresholds you configure;
3. your users' compliance with these terms;
4. complying with data protection law in respect of the personal data in your Salesforce organisation, including where goals are used to measure the performance of identifiable individuals — which, in the European Union, includes the information, transparency and (where applicable) works-council or employee-representative obligations that attach to monitoring the performance of employees;
5. maintaining your own backups of your Salesforce data;
6. any use of the Application's output for compensation, commission, bonus, payroll, performance review, disciplinary, employment or similar decisions — including verifying figures before you rely on them.

Support access. We have no standing access to your organisation. If resolving a support issue requires us to see your configuration or data, we will ask for your explicit, documented consent and you may grant time-limited access or share your screen. Any such access is at your discretion, under your control, limited to what the issue requires, and revocable at any time. Where such access involves us processing personal data on your behalf, it is governed by the data processing agreement referred to in section 17.

10. Support

While your subscription is active we provide support by email at support@azimute.eu during Portuguese business hours. We aim to acknowledge requests within one business day. These are targets, not guaranteed service levels, and no service credits or other remedies attach to them.

Support covers questions about installation, configuration and use of the Application, and investigation of suspected defects. It does not include configuring your Salesforce organisation for you, building custom reports or automation, data migration, training delivery, or work on other applications — all of which we may be able to provide as a separate paid engagement.

11. Intellectual property

We and our licensors own all intellectual property rights in the Application, the documentation and the website. Nothing in these terms transfers any of those rights to you. You keep all rights in your own data and configuration.

The Application includes third-party open-source components, which are licensed to you under their own licence terms; a list is available on request. Where an open-source licence grants you rights broader than this section, those rights prevail for that component.

If you send us feedback, suggestions or feature requests, you grant us a perpetual, irrevocable, royalty-free right to use them without obligation or attribution. You are not required to send us feedback.

12. Warranties, and what we do not warrant

We warrant that, during a paid subscription, the Application will perform materially in accordance with its published documentation. If it does not, tell us and we will use reasonable efforts to correct the defect; if we cannot do so within a reasonable period, either party may terminate and we will refund fees covering the unused remainder of the current term (processed through AppExchange Checkout where that is how you paid, or otherwise as applicable). That is your exclusive remedy for breach of this warranty.

What the Application does, and does not, undertake to do. The Application calculates progress against goals from data in your Salesforce organisation, according to the configuration you choose. Its output is a function of that data and that configuration, both of which are yours. The licensed functionality is the calculation engine and its display; it does not extend to the correctness, completeness or suitability of any figure, percentage, status, pace indicator or forecast produced from your data and your configuration. That is a description of what we are supplying, and not an exclusion of liability for it.

Business decisions, including compensation. You must independently verify any figure before relying on it for a business, financial, commercial, compensation, commission, bonus, payroll, disciplinary or employment decision. You are solely responsible for decisions taken on the basis of the Application's output, and for any consequence of those decisions — including where a figure is wrong because of your configuration or data, or because of a defect in the Application. Your remedies for a defect in the Application are those in this section 12 and section 13, and not damages for downstream compensation or employment outcomes.

Otherwise, and to the fullest extent permitted by applicable law: the application, the website and support are provided "as is" and "as available", without warranty of any kind, whether express, implied or statutory. we specifically disclaim all implied warranties and conditions, including any implied warranty of merchantability, of satisfactory quality, of fitness for a particular purpose, and of non-infringement. we do not warrant that operation will be uninterrupted or error-free, or that the application will be compatible with every configuration of, or every future change to, the salesforce platform.

13. Limitation of liability

Nothing in these terms limits or excludes liability that cannot be limited or excluded by applicable law. In particular, and without limitation, nothing in these terms limits or excludes our liability:

• for damage caused to the life, physical integrity or health of any person, or to their moral integrity;
• for non-contractual damage to property caused to you or to a third party;
• for wilful misconduct or gross negligence, whether ours or that of our representatives or auxiliaries, in cases of definitive non-performance, delay or defective performance;
• for fraud or fraudulent misrepresentation.

Subject to the paragraph above, and to the fullest extent permitted by law:

1. neither party is liable for indirect, incidental, special, consequential or punitive loss, or for loss of profit, revenue, anticipated savings, business, goodwill or opportunity, or loss or corruption of data, however arising — including loss arising from compensation, commission, bonus, payroll or employment decisions made using the Application's output;
2. our total aggregate liability arising out of or in connection with these terms, whether in contract, tort (including negligence), breach of statutory duty or otherwise, is limited to the total fees you actually paid for the Application in the twelve months immediately before the event giving rise to the claim;
3. where no fees have been paid — including during a free trial — our total aggregate liability is limited to €100.

You acknowledge that the pricing of the Application reflects this allocation of risk, and that a different allocation would carry a different price.

14. Indemnities

We will defend you against any third-party claim that the Application, used in accordance with these terms, infringes that third party's intellectual property rights, and will pay damages finally awarded or agreed in settlement. This does not apply where the claim arises from your modification of the Application, from combining it with anything not supplied by us, or from use in breach of these terms. If such a claim arises we may, at our option, modify the Application, obtain a licence, or terminate and refund fees for the unused remainder of the current term. Our liability under this section is subject to the limits in section 13.

You will indemnify us against claims, losses and reasonable costs arising from your use of the Application in breach of these terms or applicable law, from the content of the data in your Salesforce organisation, or from your use of the Application's output for compensation, commission, bonus, payroll, performance, disciplinary or employment decisions.

Each indemnity is conditional on the indemnified party promptly notifying the other of the claim, giving the other sole control of the defence and settlement, and providing reasonable cooperation. Neither party may settle a claim in a way that imposes a non-indemnified obligation on the other without that party's consent.

15. Changes to the Application

We develop the Application continuously and may add, change or remove functionality. We will not make a change that materially reduces core functionality during a paid term without giving you at least 30 days' notice; if such a change materially and adversely affects you, you may terminate and we will refund fees for the unused remainder of the term.

Discontinuation. If we decide to discontinue the Application altogether, we will give you at least six months' notice, will not renew subscriptions after that notice, and will refund fees for the unused remainder of any paid term. Your data remains in your Salesforce organisation and is unaffected by discontinuation; you should export any configuration you wish to keep before the end of the notice period.

Updates are distributed through the AppExchange. You are responsible for installing them, and we support only currently supported versions.

16. Confidentiality

Each party will keep the other's confidential information confidential, use it only for the purposes of these terms, and protect it with at least reasonable care. This does not apply to information that is public through no fault of the receiving party, independently developed, lawfully received from a third party without restriction, or required to be disclosed by law or a competent authority — in which case the disclosing party will be notified where legally permitted. This section survives for three years after termination, except for information that constitutes a trade secret, for which it survives for as long as the information remains one.

17. Data protection

Our Privacy Policy at azgoals.com/privacy explains what personal data we process and on what basis. As set out in section 9, the Application does not transmit data to us, so we are not a processor of the personal data in your Salesforce organisation.

For the limited processing that may arise on your behalf — in practice, only where you grant us time-limited access in the course of support — the data processing agreement published at azgoals.com/dpa applies and is incorporated into these terms by reference. No separate signature is required for it to apply; we will also sign a copy on request.

18. Force majeure

Neither party is liable for failure or delay caused by an event beyond its reasonable control, including acts of God, war, civil unrest, industrial action, epidemic, failure of a public network or utility, or failure or unavailability of the Salesforce platform. This does not excuse an obligation to pay money that has fallen due. The affected party will notify the other and use reasonable efforts to mitigate.

19. Governing law, and how disputes are resolved

Governing law. These terms, and any dispute arising out of or in connection with them, are governed by the law of Portugal, excluding its rules on conflict of laws and excluding the United Nations Convention on Contracts for the International Sale of Goods.

Customers established in the European Union. The courts of the judicial district of Porto, Portugal, have exclusive jurisdiction.

Customers established outside the European Union. Any dispute will be finally settled by arbitration under the rules of the Commercial Arbitration Centre of the Portuguese Chamber of Commerce and Industry (Centro de Arbitragem Comercial da Câmara de Comércio e Indústria Portuguesa), by a sole arbitrator, seated in Lisbon, Portugal, conducted in English. Either party may nonetheless apply to any competent court for interim or protective measures, and we may bring a claim for unpaid fees before the courts of the judicial district of Porto.

Negotiated agreements. Where we and you sign a separate written agreement for the Application, that agreement's governing law and dispute resolution provisions prevail over this section.

20. General

Assignment. You may not assign or transfer these terms without our written consent, except to a successor of your business as a whole. We may assign to an affiliate or in connection with a merger, acquisition or sale of assets.

Entire agreement. These terms, together with our Privacy Policy, the data processing agreement referred to in section 17, and any applicable AppExchange terms, are the entire agreement between us on this subject and supersede any prior discussion, proposal or representation. This does not exclude liability for fraudulent misrepresentation.

No waiver. Failure to enforce a provision is not a waiver of it.

Severability. If a provision is found unenforceable, it will be modified to the minimum extent necessary, or severed, and the remainder continues in force — save that a provision which applicable law renders void is simply inapplicable to the extent of that voidness, without affecting the rest of the provision.

Notices. Notices to us go to support@azimute.eu. Notices to you go to the email address associated with your subscription or licence record. Notice is effective on the business day following transmission.

No partnership. Nothing here creates a partnership, joint venture, agency or employment relationship.

Publicity. We will not name you as a customer or use your logo without your prior written consent.

Language. These terms are drawn up in English. Any translation is provided for convenience only, and the English text prevails.

21. Sanctions, export controls and restricted parties

You represent, on each day that your subscription or trial is active, that neither you nor any person who will use the Application on your behalf is established in, resident in, or acting on behalf of a person established in a country or territory subject to comprehensive European Union or United States sanctions, and that none of them is a person designated under any applicable sanctions programme, including those administered by the European Union and by the Office of Foreign Assets Control of the United States Department of the Treasury.

You will not install, use, export, re-export or make the Application available in breach of any applicable sanctions or export-control law. In particular, article 5n of Council Regulation (EU) No 833/2014 prohibits the provision of business-management and enterprise-resource-planning software, directly or indirectly, to the Government of Russia or to legal persons established in Russia, and Council Regulation (EC) No 765/2006 contains equivalent restrictions in respect of Belarus.

We may suspend or terminate immediately under section 8, without liability, if this section is breached or if continuing to supply you would place us in breach of any such law.

22. Changes to these terms

We may update these terms. For changes that materially affect your rights or obligations we will give at least 30 days' notice by email to your subscription contact and by posting the updated terms with a new effective date. Changes take effect on your next renewal, or on the notice date for anything not materially adverse to you. Continuing to use the Application after the effective date constitutes acceptance.

Every version of these terms carries a version number and an effective date, and we keep each superseded version available at azgoals.com/terms/archive. The version that applies to you is the one in force when you accepted these terms or last renewed, whichever is later.

AZMT Digital Solutions, Lda. · Rua Albino da Costa Reis, n.º 118, 3.º Dto. Fte., 4430-748 Oliveira do Douro, Vila Nova de Gaia, Portugal · NIPC 517 649 357 · support@azimute.eu