Tracking Customer Requests for Data Privacy Updates

Available in: both Salesforce Classic and Lightning Experience

Available in: all editions, including partner and customer community users.

To track customers’ requests for updates to their data privacy preferences, run an Apex trigger or query records in the SOAP API.

Apex Triggers

From Setup, enter Individual in the Quick Find box, and then select Triggers. To create a new trigger, select New.

To monitor changes to a specific field, customize the trigger.

Example:

trigger IndividualUpdated on Individual (after update) {
 for(String individualId : Trigger.newMap.keySet()) 
{ 
if( Trigger.oldMap.get(individualId).ShouldForget != 
Trigger.newMap.get(individualId).ShouldForget ) 
{ 
// Do something when ShouldForget ("Forget this Individual") changes 
} 
} 
}

To track customers’ requests, either query for triggers in the API, or create reports on flagged items using custom report types.

Reports

Use data privacy reports to understand the information stored in data privacy records.

Standard Report: Field History—If your organization tracks field history on data privacy records based on the Individual object, you can report on that information using the individual history report.

SOAP API

Query records for changes to data privacy flags using the SOAP API.

For more details, see SOAP API: Individual