Surfwriter Privacy Policy

Surfwriter, Inc. ("Surfwriter", the "Company", "We", "Us", or "Our") is committed to individuals' rights to privacy. This Privacy Statement applies to all Surfwriter affiliates and their and our respective websites ("Websites') and products and services ("Services") that we own and operate. It describes our privacy practices for how we collect, use, share, and process information relating to individuals ("Personal Data") in connection with operating our Websites and Services, and describes how you can learn about your rights and choices regarding our processing of your Personal Data. As a global organization, we abide by all applicable data privacy laws, such as the California Consumer Privacy Act ("CCPA") and the European Union's General Data Protection Regulation ("GDPR").

    Personal Data Collected

    We collect Personal Data about you as described here. This includes identifiers and professional information (e.g., name, company name, email address, mailing address, phone number, portal login ID and password) and Internet / network activity information (e.g., Internal Protocol (IP) address, browser type, operating system, referring / exit pages, links clicked, and actions taken while browsing).

    We receive your identifier and professional information Personal Data directly from you, primarily in the following situations:

    When expressing an interest in obtaining additional information about Surfwriter's Services or accessing secure areas of our Websites, we may require you to provide the following personal information such as: full name, company name, email address, mailing address, phone number, portal login id and password.

    When you purchase Surfwriter's Services, we will ask you to provide billing information. When you register for or attend corporate events, Surfwriter will ask you to provide basic contact information, billing information, and information related to your participation in the events on Surfwriter's websites.

    As you navigate our Websites, Surfwriter may collect your Internet / network activity information through the use of commonly used information gathering tools such as web beacons and cookies. Because our processing of this data is rather technical, we have explained this in more detail below under "Surfwriter and Website Functionalities".

    Use of Personal Data Collected

    Surfwriter uses the Personal Data collected from our Websites to perform the services and make communications that you have requested. For example, we may use your identifiers to:

    Surfwriter uses the Personal Data collected from our Websites to perform the services and make communications that you have requested. For example, we may use your identifiers to:

    - Send requested product or service information
    - Send product updates
    - Respond to customer service requests
    - Administer your account
    - Send newsletters
    - Send marketing communications
    - Respond to questions and concerns
    - Improve our Web site and marketing efforts
    - Conduct research and analysis
    - Respond to inquiries regarding career opportunities

    Note specifically that your provision and our processing of your Personal Data are not contractual or statutory requirements, and we do not conduct automated decision-making or profiling with respect to your Personal Data.

    Sharing your Personal Data

    We will only share your Personal Data with third parties in the ways that are described in this Privacy Statement. None of these disclosures constitute "sales" of your Personal Data, and we do not otherwise sell your Personal Data.

    Service Providers, Sub-Processors and Third Parties

    We may provide your Personal Data to companies or their websites that provide services to help us with our business activities (such as customer support or billing for / otherwise providing our Services). Some examples include:

    - Google Workspace.
    - Salesforce.
    - Communication tools (such as Zoom and Google Meet), which may record some of our conference calls with prospective customers.

    Other Sharing Circumstances

    We may also disclose your Personal Data (in any category): As required by law such as to comply with a subpoena, or similar legal process, When we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request, If we are involved in a merger, acquisition, or sale of all or a portion of our assets, we may disclose your Personal Data to the extent related to the consummation of that transaction. We may notify you via email and/or a prominent notice on our Website of any change in ownership or uses of your Personal Data, as well as any choices you may have regarding your Personal Data, but unless you hear specifically from us or our acquirer, your Personal Data will continue to be subject to this Privacy Statement, and to any other third party with your prior consent to do so.

    Public Forums, and Customer Testimonial

    Surfwriter may provide bulletin boards, blogs, or chat rooms on its Websites. Any Personal Data you choose to submit in such a forum may be read, collected, or used by others who visit these forums and may be used to send you unsolicited messages. We are not responsible for the Personal Data you choose to submit in these forums or for the processing of that Personal Data by participants in those forums or other third parties we do not control.

    Surfwriter may post lists of Customers and testimonials on the Company's Websites that contain information such as Customer names and titles. We obtain the consent of each Customer prior to posting any information on such a list or posting testimonials. To request removal of your Personal Data from our blog or forum or to have your testimonials removed, contact us via the contact form on our website.

    Data Localization and Transfer

    Surfwriter is based in the United States, and that is where we (and most of our processors and sub-processors) store and otherwise process Personal Data. When you provide Personal Data to us directly, you are knowingly consenting to our transferring to and processing that Personal Data in the United States. Unless you ask for that data back, we will not thereafter transfer Personal Data to another country unless we've put in place appropriate legal mechanisms to do so. If you live in the European Economic Area, you should understand that the European Commission does not consider the United States to apply "adequate levels of protection" to Personal Data. This means that the EC is not satisfied with the scope, applicability, or level of protection granted by U.S. laws and regulations that relate to Personal Data. The EC has also raised concerns regarding the U.S. government's ability to access Personal Data stored within the United States. Overall, this means that Personal Data in the U.S. may not be subject to the same stringent legal protections as it would be in Europe, so there is a theoretically increased risk that your Personal Data is accessed, used, or disclosed by unauthorized third parties. That said, we'd encourage you to review and take comfort from the section below describing our security measures. We take the security of your data very seriously and think you can trust that it will be kept as safe as it would be anywhere else.

    Data Retention

    Surfwriter will retain your information for as long as your account is active or as needed to provide you Services, and as necessary to comply with our legal obligations, resolve disputes, enforce our agreements, or as otherwise reasonably necessary for our business purposes.

    Children and Minors

    Surfwriter does not knowingly process or sell Personal Data concerning children under the age of sixteen, nor are any of our Websites or Services directed at minors. If you are under the age of thirteen, you must get your parents' or guardians' consent prior to using this Website.

    Surfwriter and Customer Data

    Surfwrite's Customers may electronically submit data or information, including personal data (collectively, "Customer Data"), for purposes in connection with Surfwriter's Professional Services and Support Services related to Customers' use of Native Salesforce Applications published by Surfwriter "Salesforce Apps".

    Importantly, Surfwriter's Salesforce Apps store and process Customer Data within Salesforce only. Surfwriter's access to Customers' Salesforce Organizations "Salesforce Orgs" and any Customer data stored within them is limited to access provided by Customers to Salesforce Orgs and any specific data provided directly to Surfwriter by Customers for Professional Services and Support purposes.

    Security and Infrastructure

    Data security is paramount for Surfwriter and our customers. Surfwriter protects Customer Data with world-class physical, network, application, and data-level security.

    Web Sites Covered

    As noted above, this privacy statement covers the information practices of the Websites and Services that link to this Privacy Statement, including,,

    The Websites may contain links to other websites. Surfwriter is not responsible for the information practices or the content of such other websites. If you submit Personal Data to any of those sites, your information is governed by their privacy statements. We encourage you to carefully read the privacy statement of any website you visit.

    Our Website also includes social media features, such as the Facebook button and Widgets or interactive mini-programs that run on our site. These features may collect your IP address, which page you are visiting on our Website, and may set a cookie to enable the feature to function properly. Social media features and widgets are either hosted by a third party or hosted directly on our Website. Your interactions with these features are governed by the privacy statement of the company providing it.

    Web Site Navigational Information

    Surfwriter uses commonly-used information-gathering tools, such as cookies and web beacons, to collect information as you navigate our Websites (“Website Navigational Information”). This section describes the types of Website Navigational Information that may be collected on our Websites and how this information may be used.

    Cookies and Other Tracking Technologies

    A cookie is a small text file that is stored on a user's computer for record-keeping purposes. Technologies such as: cookies, beacons, tags and scripts are used by Surfwriter and some of our business partners (e.g., our tracking utility company), affiliates, or analytics or service. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.

    We use session cookies to make it easier for you to navigate our Websites. A session ID cookie expires when you close your browser. Cookies enable us to track and target the interests of our users to enhance the experience on our Websites.

    Enabling these cookies is not strictly necessary for the Websites to work but it will provide you with a better browsing experience. You can delete or block these cookies, but if you do that some features of our Websites may not work as intended.

    What cookies do we use?

    We use the following categories of cookies on our Websites and Services:

    Category 1 - Strictly Necessary Cookies

    These cookies are essential to enable you to browse around our Websites and use their features. Without these cookies, services including user account login and access to video content cannot be provided.

    Category 2 - Preference Cookies

    These cookies collect information about how you use our Websites and remember choices you make while browsing. This data may be used to help optimize our Websites and make them easier for you to navigate.

    For instance, we may store your geographic location in a cookie to ensure that we show you our Websites localized for your area. We may also remember preferences such as text size, fonts, and other customizable site elements. They may also be used to keep track of what featured products or videos have been viewed to avoid repetition. The information these cookies collect will not personally identify you, and they cannot track your browsing activity on non-Surfwriter websites.

    Category 3 - Statistics Cookies

    These cookies help Surfwriter understand how visitors interact with our Websites and help us improve our overall site experience. Surfwriter primarily uses Google Analytics on our Website to provide statistics and reporting on our Website performance. Our implementation of Google Analytics does not collect any Personal Data. Surfwriter Network Users: The user IDs used in Google Analytics are not personally identifiable, and there are several thresholds in place to link this non-identifiable user ID to an identifiable Surfwriter Network user. Surfwriter Network users may turn off the usage of Google Analytics within the application of Surfwriter Network via their user profile which is described in Surfwriter Network Online Help.

    Category 4 - Marketing Cookies

    These cookies are used to track visitor's behavior on our site and potentially across non-Surfwriter websites. The intention is to display Surfwriter-specific content and advertisements that are relevant and engaging for the individual user. The information these cookies collect will not personally identify you and is used to target content to users anonymously. How to control cookies You can control and/or delete cookies as you wish - for details, see You can delete all cookies that are already on your computer, and you can set most browsers to prevent them from being placed. If you do this, however, you may have to manually adjust some preferences every time you visit a site and some services and functionalities may not work.

    Log Files

    As is true of most websites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, date/time stamp, and/or clickstream data. We may combine this automatically collected log information with other information we collect about you. We do this to improve Services we offer you.

    Local Storage

    We use Local Storage (LS) such as HTML5 to store content information and preferences. Third parties with whom we partner to provide certain features on our site or to display advertising based upon your Web browsing activity use HTML 5 to collect and store information. Various browsers may offer their own management tools for removing HTML5.

    Do Not Track

    Currently, various browsers (such as Internet Explorer, Firefox, and Safari) offer a “do not track” or “DNT” option. Surfwriter does not currently commit to responding to browsers’ DNT signals with respect to the Company’s Websites, in part because no common industry standard for DNT has been adopted by industry groups, technology companies or regulators, including no consistent standard of interpreting user intent. Surfwriter takes privacy and meaningful choice seriously and will make efforts to continue to monitor developments around DNT browser technology and the implementation of a standard.

    Surfwriter and Data Privacy Rights

    User privacy is important to us (truly). A significant part of respecting that privacy is making you aware of and welcoming your exercise of your data privacy rights under applicable law, including the GDPR or the CCPA. Those rights may include:

    Right to Know: You may have the right to request information about the processing of your Personal Data if you think it is missing from this Privacy Statement (e.g., if you’d like to see what precise pieces of Personal Data we have).

    Right to Access: You may have the right to access your Personal Data that we process.

    Right to Rectification: You may have the right to request that we fix errors or omissions in your Personal Data that we process.

    Right to Erasure (a/k/a the Right to be Forgotten): You may have the right to have us delete your Personal Data.

    Right to Object: You may have the right to object to our processing of your Personal Data or to stop it altogether.

    Right to Restrict Processing: You may have the right to limit the ways in which we process your Personal Data.

    Right to Data Portability: You may have the right to request a portable version of your Personal Data.

    Right to Non-Discrimination: We will not treat you unfairly as a result of your choice to exercise any of the above rights.

    Your entitlement to one or more of the rights above may depend on your location or other circumstances surrounding our processing of your Personal Data, but we'll always do our best to accommodate your requests. You may request to exercise one or more of these rights by contacting us as set forth under “Surfwriter and Communication / Updates” below.

    When handling requests to exercise data privacy rights, we may take steps to verify your identity or the authority of an authorized agent you've appointed (more on that in a few). Where possible, we'll try to accomplish that verification by referring only to Personal Data we already have on hand. If you live in California, you may be able to appoint an authorized agent to exercise your data privacy rights on your behalf (in which case we may take steps to verify your agent's authorization to act on your behalf).


    If you think we have done something wrong concerning your Personal Data, we hope that you will reach out to us as soon as possible so that we can resolve your concern. However, you are always free to file complaints concerning violations of this Privacy Statement or applicable law with appropriate government agencies. If you live in the European Union, this includes your local “supervisory authority” that is responsible for GDPR compliance.

    Surfwriter and Communication / Updates

    At Surfwriter, we strive to maintain productive communication with our current and prospective customers. You may manage your preferences by clicking on the “unsubscribe” link located on the bottom of our marketing emails. Please note that customers cannot opt out of receiving transactional emails related to usage of Surfwriter's Services. Surfwriter is available to help with questions or inquiries. You can direct those questions or inquiries to our attention to the contact form on our website.

    This Privacy Statement is current as of January of 2022. Surfwriter reserves the right to update this Privacy Statement to reflect changes to our practices. We will provide notification of material changes here or directly to our Customers via email prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.

    Surfwriter, Inc.
    1840 41st AveCapitola Suite 102-234 Capitola, CA 95010