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Consent Management for Financial Services Cloud
Honor and respect your customers’ wishes when they request only specific forms of contact from your company or opt-out of certain types of data-sharing. We provide details to help you determine the best way to comply with the data protection and privacy regulations that apply to your company.
Required Editions
| Available in: Professional, Enterprise, and Unlimited Editions |
Many data protection and privacy regulations require you and your company to honor people’s requests about how you use their data. We’ve listed a few of the regulations that are important to many companies collecting and processing their customers’ data.If you have customers or users who request specific methods of contact from your company, review these common requests and the procedures related to them.
| Common Customer Request | Actions to Consider | Things to Consider |
|---|---|---|
| My customer wants to opt out of phone and email communications. | Manage Contacts | Delete information in these fields for customer records.
And in those records, select these options.
|
| My customer wants to opt out of cross-selling. | Manage Contacts | Delete Lead and Opportunity records for the customer, along with any related Tasks and Calendar events. Add a note to the customer’s record to indicate that they don’t want to be part of future cross-selling. |
| A consumer who lives in California asked us not to sell or transfer her personal or financial data to third parties. | Honor your customers' wishes when they request specific forms of contact from your company or opt-out of certain types of data-sharing. The data privacy fields help you track a wide range of opt-out and privacy preferences. To reduce the chances of inadvertently revealing sensitive information, encrypt fields that contain personal information using Shield Platform Encryption. If any third-party integrations are within the scope of the request, pass the request along to those vendors. |
|
| A consumer who lives in California withdrew his loan application, and asked us to delete his personal data. | Honor your customers' wishes when they request restricting or deleting their personal data. Look for customer data in other records, including leads, accounts, and groups, such as households. To identify customers who previously asked your company to delete their data, Select Forget this Individual in data privacy records. Offer customers an exported copy of their data before your company deletes it. If any third-party integrations contain the customer’s personal data, ask those vendors to delete it. That way, you prevent the data from repopulating into Financial Services Cloud. |
- General Data Protection Regulation (GDPR), European Union
- California Consumer Privacy Act (CCPA), United States
- Canada’s Anti-Spam Law (CASL)
