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          Capturing Gender-Related Data with Standard Fields

          Capturing Gender-Related Data with Standard Fields

          Represent the diversity of your customer base by recording gender-related data in Salesforce. Use standard, optional fields with vetted value sets to help you personalize your data, build trust, and close data gaps in your system of record.

          • Considerations and Guidelines for Capturing Gender-Related Data
            Capturing demographic information boosts data quality, builds trust, and lets you personalize offerings to retain and attract new customers. But release of gender information could result in safety concerns for individuals or liability issues for your company. It’s important to classify your data correctly so that you can protect it.
          • Capture Gender-Related Data
            Set up the Gender Identity and Pronouns fields on the Lead, Contact, and Person Account objects to record gender-related data. And, add nonbinary honorifics like Mx. to the Salutation picklist value list to keep the data in sync. You can customize aspects of these fields to suit the unique needs of your company.
           
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