Terms of Service

These terms are an agreement between you and Vanguard Ops, Inc.(“VanguardOps”, “we”, “us”). They cover the website, the free scan, the Org Audit Pilot and every paid plan. If you don’t agree with them, don’t use the product.

Last updated: November 13, 2026.

Acceptance

By creating an account, connecting a Salesforce org or signing an order form, you agree to these terms. If you use VanguardOps on behalf of a company, you confirm you have authority to bind that company, and “you” means the company.

A signed order form (for example, for the Org Audit Pilot) is part of this agreement. Where an order form and these terms disagree, the order form wins.

What VanguardOps does

• Reads metadata, not records. A scan reads your org’s configuration: objects, fields, flows, permissions, code and integration settings. It does not read business records such as accounts, contacts, cases or opportunities.
• Uses standard Salesforce sign-in. Connecting an org grants the api and refresh_token scopes. The api scope on its own could read records, so VanguardOps limits itself to metadata in its own code. You can revoke access at any time in Salesforce or by disconnecting the org in VanguardOps.
• Changes run in sandboxes only, and only when you approve them. On plans that include fixes, a change runs only after you approve that specific change, and only in an org Salesforce reports as a sandbox. VanguardOps refuses to write to production. Every change is logged.
• Uses AI to write findings and plans. Findings, fix plans and AI Architect answers are written with help from Anthropic’s models. They can be wrong. Review them before you act on them.

See the Security page for how each of these is enforced.

Your responsibilities

When you connect a Salesforce org, you confirm:

• You have authority to grant API access to that org.
• You only scan orgs you administer or have permission to audit.
• You test every approved change in your sandbox before repeating it anywhere else. Some changes can’t be undone: deleting a field, for example, also deletes the values stored in it. Moving a change into production is your decision and your responsibility.
• You won’t use VanguardOps to get around Salesforce security controls or licensing terms.

Estimates are estimates

Dollar figures in a report (fix costs, three-year costs, totals) are estimates to help you set priorities and budgets. They are not quotes and not a promise of savings.

Plans and payment

• Free scan: one per Salesforce org, across every account that connects it.
• Org Audit Pilot: a one-time fee for 30 days, on a signed order form. The order form sets out what’s included, when the fee is due and any credit toward a monthly plan.
• Monthly plans: billed monthly in advance at the price on the pricing page when you sign up. A founding member rate stays in place for as long as that subscription stays active without a break.
• You can cancel a monthly plan at any time. It stays active to the end of the period you’ve paid for, and we don’t refund part-months.
• Prices don’t include taxes. Payments are handled by our payment processor; card details never touch our servers.
• We’ll give you at least 30 days’ notice by email before a price change applies to you.

Your data

The metadata we collect, how long we keep it and who processes it are set out in the Privacy Policy. In short: findings and reports about your org are yours to use however you like, and you can delete everything we hold about a connected org yourself, in the app under Settings, Delete data.

Confidentiality

We treat your org’s metadata, findings and anything you share with us that isn’t public as confidential, and use it only to provide VanguardOps to you. We won’t name you as a customer or publish anything about your org without your written permission.

We may use anonymous, aggregated statistics (for example, the median number of unused fields across all orgs scanned) to improve the product and in benchmarks. Those statistics never identify you or your org.

Service level

We aim for high availability but don’t offer a formal SLA yet. Expect occasional planned maintenance and the possibility of unexpected downtime. If VanguardOps is down for an extended period, email chris@vanguardops.ai.

Acceptable use

Don’t:

• Use VanguardOps to probe or pull data from Salesforce orgs you don’t own or administer
• Reverse engineer VanguardOps or try to extract its source code
• Resell or sublicense VanguardOps without our written permission
• Use VanguardOps in breach of any law or of Salesforce’s own terms

We may suspend or close accounts that break these rules.

Intellectual property

VanguardOps’s software, branding, content and remediation logic belong to Vanguard Ops, Inc.. Your org’s metadata and the findings about it are yours. If you send us feedback or ideas, we may use them without owing you anything.

Warranties and liability

Apart from anything an order form says, VanguardOps is provided as is. We make no warranties about uptime, accuracy or fitness for a particular purpose.

To the extent the law allows, each side’s total liability arising from VanguardOps is capped at the amount you paid us in the 12 months before the claim. Neither side is liable for indirect, incidental, consequential or punitive damages, including lost revenue, lost data, business interruption or harm to reputation. These limits don’t apply to a breach of confidentiality or to your obligations under Indemnification.

Indemnification

You agree to cover Vanguard Ops, Inc.’s costs from claims that arise because you used VanguardOps in breach of these terms or the law, for example by scanning an org you had no right to access.

Ending the agreement

Either side may end this agreement at any time; a paid plan ends as described under Plans and payment, and a pilot as its order form says. When it ends:

• You lose access to VanguardOps.
• We keep or delete your data as the Privacy Policy describes, and delete it sooner if you ask.
• Confidentiality, acceptable use, liability and indemnification keep applying.

Governing law

These terms are governed by the laws of the State of Delaware, without regard to conflict of law rules. Disputes go to the state or federal courts in Delaware.

Changes to these terms

We’ll update this page when the terms change and email you at least 14 days before a material change takes effect.

Contact

Vanguard Ops, Inc.. Email chris@vanguardops.ai.

Last updated: November 13, 2026.