Set Up Tracking and Storage of Certain Data Privacy Preferences

Data protection details are available in all your org’s records by default. Enable the Consent Data model in the settings. You can easily verify that they’re available or disable them from the Setup page.

1. From Setup, in the Quick Find box, enter Data Protection and Privacy, and then select Data Protection and Privacy.
2. Click Edit, select or unselect Make data protection details available in records, and then click Save.

You can make data protection information visible to users by adding the Individual field to Lead, Contact, and Person Accounts page layouts. Consider renaming this field to something meaningful to your users. (Example: Manage data privacy or Track customer consent)

Note If you don’t see tabs for the consent management objects, set the objects’ tab settings to Default On for the profiles where you want to enable tabs.

Consider enabling or updating these settings.

• Create custom fields for data privacy records
• Create sharing rules for data privacy records
• Encrypt personal data in certain data privacy fields (Shield customers)
• Set the organization-wide sharing default
• Track field history for individuals