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Traction Complete Security Traction Complete is SOC 2 Type II certified and built on Salesforce — one of the most trusted enterprise platforms in the world. We hold your data to the highest standards, so you don’t have to take our word for it. View Certificates Request Security Report Why our model is different Built on Salesforce — the platform your team already trusts. Traction Complete is built on Salesforce, one of the most trusted and secure enterprise platforms in the world. Many of our products run natively inside your Salesforce org, so that data stays within the same infrastructure your team already relies on — backed by Salesforce’s enterprise-grade security, compliance certifications, and global data center standards. On top of that foundation, we apply our own rigorous practices: encryption, access controls, annual third-party audits, and a formal incident response program. Salesforce platform Built on the infrastructure your enterprise already trusts — with all of Salesforce's security built in. Many products run natively inside your org. Enterprise-grade security Encryption, access controls, and independent audits applied across our entire product suite. AgentExchange-approved Every release passes Salesforce's rigorous security review before it reaches your org. COMPLIANCE & CERTIFICATIONS Certified. Compliant. Audited. Our compliance program is independently verified and continuously maintained. Traction Complete maintains a Data Processing Addendum (DPA) covering GDPR, CCPA, LGPD (Brazil), and UK Data Protection requirements. View our DPA SOC 2 Type II Independently audited by a third-party CPA firm. Our controls for security, availability, and confidentiality are assessed annually. Request the report Salesforce AgentExchange Every version of our product is reviewed and approved by Salesforce's security team before it is made available on AgentExchange. View on AgentExchange How we protect your data Security at every layer. From encryption to incident response, here’s how we operate across our entire product suite. Encrypted in transit and at rest All data transmitted between systems is encrypted using TLS, and backups are encrypted at rest. Our infrastructure enforces strong encryption standards across every layer. Strict access controls & MFA Access to internal systems is governed by role-based permissions and requires multi-factor authentication. We apply least-privilege principles — team members only access what their role requires. Ongoing vulnerability management Monthly system-level vulnerability assessments, critical patches applied within vendor-recommended timeframes, and mandatory code review before every product release. 72-hour breach notification In the event of a confirmed security incident involving your data, we commit to notifying you within 72 hours. Our response process follows a documented plan with defined escalation and remediation steps. Employee security & device controls Team members who handle personal data work on encrypted, managed devices with endpoint security software, are bound by confidentiality obligations, and are trained on security best practices. Third-party audited, annually Comprehensive security audits at least once per year with independent auditors. Customers may request a confidential summary of the report, and enterprise customers may submit security questionnaires. DOCUMENTATION Everything for your vendor review. Security and legal documentation — all in one place. Privacy Policy How we collect, use, and protect personal data on our website and services. Terms & Conditions The terms governing use of our products and services. Data processing Addendum GDPR-aligned DPA covering processing roles, Standard Contractual Clauses, and transfers. Sub-Processors List of third-party sub-processors used in delivering our services. Vulnerability Disclosure Policy How to responsibly report a security vulnerability. We acknowledge within 72 hours. SOC 2 Type II Report Full audit report available on request. Fill out the form below to receive it. FAQ Common questions Where is my data stored? By integrating our data management software into the solution as an SI, they can offer a more comprehensive suite of services to their clients, addressing a wider range of needs within the RevOps space. Does Traction Complete have access to our Salesforce data? A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. Is Traction Complete GDPR compliant? A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. Are you CCPA compliant? A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. What happens to our data when we cancel? A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. How do you handle a data breach? A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. Can we conduct a security audit or submit a questionnaire? A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. Has Traction Complete passed the Salesforce AgentExchange security review? A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. How do I report a security vulnerablity A co-selling partnership with Traction Complete can enable a Salesforce ISV to enhance its product offering, reach new customers, drive revenue growth, and strengthen its competitive position in the market. Request our security report. We’re happy to share our SOC 2 Type II report and other security documentation with qualified prospects, customers, and security reviewers. Fill out the form and we’ll aim to follow up within 2 business days. Questions? Email us at security@tractioncomplete.com