Salesforce Consent Management

Join us to learn about Salesforce Consent Management.

Respect your customers’ wishes when they request only specific forms of contact from your company or opt-out of certain types of data-sharing. We provide details to help you determine the best way to comply with the data protection and privacy regulations that apply to your company.

Why we need Consent Management?

  • Emerging regulatory landscape
    • GDPR
    • CCPA
    • LGPD
    • PDPB
  • Give individuals control over their data
  • Establish legal basis for processing

Salesforce Consent management and preference management serve different purposes

Consent ManagementPreference Management
Who provided consentChoose frequency
Why they didSelect interests
Which channelAlternatives to unsubscribing
What they consented to
  • Records don’t count towards storage
  • Privacy by design
  • Proactive data model
  • Privacy is integral to the data model
Consent Management Objects
  1. Who provided consent
  2. Which channels they can be contacted
  3. Which channel address
  4. What type of content they consented to
  • Who provided consent
  • What they have consented to
  • Capture privacy don’ts:
    • Don’t process
    • Don’t solicit
    • Don’t profile
    • Don’t track
  • Which channels used to contact
  • Named channels (e.g. phone, email)
  • Opt-in status by channel
  • Time and timezone for contact
  • Specific addresses to contact
  • Supports multiple addresses
  • Type of content for consent
  • Channel used for consent
  • Retrieves consent settings
  • Returns aggregated consent data
  • Aggregate and resolve consent data for an individual
  • Digital marketing platforms can determine an individual’s consent
  • Update or write consent for records that have a
  • lookup relationship or share an email address
  • Customer 360 Audiences Integration
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Amit Chaudhary
Amit Chaudhary

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.

Articles: 460

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