Considerations and Guidelines for Capturing Gender-Related Data

Pronouns and Gender Identity are standard fields on the Lead, Contact, and Person Account objects. Non-binary picklist values on the Salutation field help keep all your data in sync. Before setting up these fields, ask yourself if it’s necessary for your use cases. Discuss your goals with project stakeholders, and take measures to ensure the data can’t inadvertently be used to discriminate. Always review the privacy and legal ramifications with your legal department, and refer to your industry’s standards for guidance.

When you gather pronouns or gender identity data from your customers, follow these guidelines.

• Explain why you’re asking for this specific information.
• Describe how the data is used.
• Offer how it benefits them to share their personal information with you.
• Indicate how their data is protected.
• Give customers an option to opt out.
• Set up data classification levels.
• Manage access to the fields and to the data within them.
• To prevent mismatched data, add custom business processes.

To report on gender-related data, make sure that the top-level object in the report is Contact, Lead, or Person Account. For example, a report with Campaign as the top-level object doesn’t have gender-related fields available.