Store Customers’ Data Privacy Preferences
Store certain data privacy preferences for your customers.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: all editions, including partner and customer community users. |
Regardless of whether you’re working toward complying with data protection and privacy regulations, data privacy records can help you track and store your customers’ consent. We’ve listed some of the regulations that are important to many companies collecting and processing their customers’ data.
- General Data Protection Regulation (GDPR), European Union
- Gramm-Leach-Bliley Act (GLB Act), United States
- Canada’s Anti-Spam Law (CASL)
- Set Up Tracking and Storage of Certain Data Privacy Preferences
Let your users store and track certain data privacy preferences for your customers. - Consent Management Objects
Get familiar with the objects that you can use for managing your customers’ privacy and consent. - Tracking Customer Requests for Data Privacy Updates
If you store certain data privacy preferences in data privacy records based on the Individual object, track customers’ requests so that you can honor their wishes. - Best Practices for Tracking Data Privacy
Keep these best practices in mind when storing certain data privacy preferences in data privacy records based on the Individual object. - Track Certain Data Privacy Preferences for Leads and Contacts Already in Salesforce
Create data privacy records based on the Individual object for leads and contacts already in Salesforce using scripts. - Manage Duplicate Data Privacy Records
Keep your records clean and free of duplicates so that you can reach more customers and maintain better relationships with them.
Did this article solve your issue?
Let us know so we can improve!

