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Create a record for standard Individual object

Udgivelsesdato: Mar 5, 2025
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The Standard object called 'Individual' was introduced as of the Spring '18 release. The Individual object lets you store details about Data Privacy and Protection preferences.  First set up data privacy records, then encrypt the Individual Name field with the type of tenant secret and encryption scheme of your choice.  Follow these steps to let your users track and store certain Data Privacy preferences.

Løsning

Enable Data Privacy and Protection:

1.  Open Setup:

Lightning Experience: Click the Gear icon, and select Setup.
Salesforce Classic:   Click Setup.    
2.  Enter Data Protection and Privacy in the Quick Find box, and select Data Protection and Privacy.
3.  Click Edit.
4.  Select the Make data protection details available in records checkbox.
5.  Click Save.
6.  Add the Individual field to your Lead, Contact or Person Account page layouts.  

To create new Individual Records from a Lead or Contact:

Lightning Experience

1.   Select a Lead or Contact record.    
2.   Click Edit.
3.   Click the Individual field.             
4.   Click New Individual.            
5.   Enter the details for your record.        
6.   Click Save.                
7.   Click link in the Individual field.        
8.   Click Edit and make your changes.        
9.   Click Save to save the Individual record.    
10. Click Save again to save the Contact.

 Salesforce Classic

1.   Select a Lead or Contact record.
2.   Click Edit.
3.   Click the looking glass next to the Individual field. 
4.   Click New.
5.   Enter the Last Name and click Save.
6.   Click Save again to save the Contact.
7.   Click link in the Individual field.
8.   Click Edit and make your changes.       
9.   Click Save.

To create Individual record without linking it to Lead or Contact records:

We can use the first 3 digit of an Individual object ID which is 0PK.   Example in your Sandbox or Production: 
  • If this is your sandbox or Production link : https://gs0.salesforce.com/
  • Append 0PK:  https://gs0.salesforce.com/0PK

The New button appears, so you can create a record and associate to a specific Lead or Contact (if required).

 

NOTE: if you are trying to send email and see the error: "You're restricted from sending email" check your Data Privacy and Protection settings along with the permissions on any Individual Records associated with Object you are sending from.
 

Vidensartikelnummer

000383875

 
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Salesforce Help | Article