Secure for enterprise
99.99%
Uptime SLA
16,690,142+
Safe and secure Salesforce updates
4.8/5
G2 Rating
Your Salesforce data is protected.
- Sign in with Salesforce
Keep your account secure by signing in with Salesforce (SSO).
- Keep to your records
Access to records and fields is controlled by your Salesforce permissions.
- Your data stays private
We never sell or monetize your data, period.
- Own your data
Your Salesforce data is accessed on-demand.
COMPLIANCE
Safe and secure
Dooly’s information security program maintains full SOC 2 and GDPR compliance.
- Third-party audits
Our security controls are regularly audited by a third-party.
- Third-party penetration testing
Network data is encrypted using TLS/SSL.
Penetration tests are regularly conducted by a third-party.
- Roles and responsibilities
Team members are required to review and accept security policies.
- Security awareness training
Team members are required to complete security awareness training.
- Confidentiality
Team members are required to sign an industry standard confidentiality agreement.
HOSTING
Cloud security
Our services are hosted on Google Cloud Platform. Google Cloud employs a robust security program with multiple certifications.
- Encryption at rest
Databases at rest are encrypted and OAuth tokens are stored encrypted.
- Encryption in transit
Network data is encrypted using TLS/SSL.
- Vulnerability scanning
Our infrastructure is continuously scanned for vulnerabilities and threats.
- Logging and monitoring
Cloud services are actively logged and monitored.
- Business continuity
We use our data hosting provider's backup services to reduce any risk of data loss.
- Incident response plans
We keep detailed incident response plans so we're always prepared to respond to events.
LOGINS
Access security
Access to systems is closely managed and monitored.
- Permissions and authentication
Access is limited to authorized team members.
- Least privilege access control
Access is granted according to the principle of least privilege.
- Quarterly access reviews
We perform quarterly access reviews of all sensitive systems.
- Password requirements
Team members are required to adhere to a minimum set of password requirements.
- Password Managers
Team members utilize a password manager to ensure unique and strong passwords.
COMPLIANCE
Vendor and risk management
Vendors must be secure.
- Annual risk assessments
Annual risk assessments are done to identify any potential threats.
- Vendor risk management
Vendor risk is determined and the appropriate reviews are completed.
Top performers use Dooly
"It is so easy to take notes while I'm on a call. The app just works! The best thing is that it allows us to centralize our notes across all client-facing teams. We all stay aligned because of this: from pre-sales to post-sales."
Pierre P.
Account Manager
"I like how it cuts down time editing and updating Salesforce. My favorite feature is the board page, it is great to get a whole view of pipeline or accounts."
Celene L.
Account Executive
"It syncs beautifully with Salesforce and I can make tasks for myself as well as add contacts through it. It makes me way more efficient!"
Zoe M.
Enterprise Account Manager
"Blown away by how much time it saves me on a daily basis. Keeps me not only hyper organized but on top of my most important aspects in my pipeline. Also - first tool I have used that I can share with other team members!"
Chip S.
Strategic Account Manager
"What really makes Dooly stand out from competitors like Scratchpad is its "Playbooks" functionality... Playbooks deliver key content in the moment."
Jonathan C.
Account Manager
Have questions? Get answers!
How do I report a security incident?
If you believe you’ve discovered a potential vulnerability, please let us know by emailing us at security@dooly.ai. We will acknowledge your email within five business days.
Is Dooly GDPR compliant?
Yes! Dooly is 100% GPDR compliant (DPA available for all the fine print, just ask).
How secure is my Salesforce data with Dooly?
Extremely secure. Your data stays private. Top enterprise businesses worldwide choose Dooly every day for a reason. We use the same encryption the NSA uses for classified information (data at rest is encrypted over TLS and AES-256 at rest).
Dooly interfaces with Salesforce data on an as-needed basis, meaning we store very little of your data at any given time. Our servers are managed by Google, taking advantage of their secure-by-design infrastructure and built-in-protection. SOC-2 compliance is underway.
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