Why Manage Consent?
- Emerging regulatory landscape
- GDPR
- CCPA
- LGPD
- PDPB
- Give individuals control over their data
- Establish legal basis for processing
Consent & Preference Management
Consent management and preference management serve different purposes
| Consent Management | Preference Management |
| Who provided consent | Choose frequency |
| Why they did | Select interests |
| Which channel | Alternatives to unsubscribing |
| What they consented to |
Salesforce Consent Management
Consent Management Objects
- Records don’t count towards storage
- Privacy by design
- Proactive data model
- Privacy is integral to the data model
Levels of Consent
- Who provided consent
- Which channels they can be contacted
- Which channel address
- What type of content they consented to
Level 1 Consent
- Who provided consent
- What they have consented to
- Capture privacy don’ts:
- Don’t process
- Don’t solicit
- Don’t profile
- Don’t track
Level 2 Consent
- Which channels used to contact
- Named channels (e.g. phone, email)
- Opt-in status by channel
- Time and timezone for contact
Level 3 Consent
- Specific addresses to contact
- Supports multiple addresses
Level 4 Consent
- Type of content for consent
- Channel used for consent
Consent Read API
- Retrieves consent settings
- Returns aggregated consent data
- Aggregate and resolve consent data for an individual
- Digital marketing platforms can determine an individual’s consent
Consent Write API
- Update or write consent for records that have a
- lookup relationship or share an email address
- Customer 360 Audiences Integration
Recording
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Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.
He is a active blogger and founder of Apex Hours.
Comment(1)
Niels says:
June 10, 2021 at 9:09 amHello,
I was listening to your recording and reading the blog here and noticed something strange.
You mentioned that on the 2nd consent level there is an entity relationship from contact point type consent towards the contact points. However, looking at the documentation this does not seem to be true. See: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_consent.htm