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Consent Management for Account Engagement
Honor and respect your customers’ wishes when they request only specific forms of contact from your company or to 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: all 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.
- General Data Protection Regulation (GDPR), European Union
- California Consumer Privacy Act (CCPA), United States
- Canada’s Anti-Spam Law (CASL)
If you have customers or users who request specific methods of contact from your company, review these common requests and related procedures.
| Actions to Consider | Things to Consider | |
|---|---|---|
| Some of our prospects and customers don’t want to hear from my company, unless they specifically opt in. | Set Up a Confirmed Opt-In Process | Use a confirmed opt-in process to have prospects explicitly opt in to communications. |
| Some of my prospects don’t want to receive email messages from my company. | Manually opt out the prospect from marketing emails. Direct prospects to email preference center pages to let them manage their own email subscriptions. Configure Salesforce Engage to respect opt-out status on 1:1 messages. |
|
| My prospect doesn’t want their activity to be tracked when they interact with my marketing content. | Control Tracking Opt-in Preferences | Configure opt-in preferences for your account to let prospects opt out of tracking. Add disclosure statements to marketing forms and landing pages that indicate prospects are opting in to tracking by submitting their information. |
A prospect is interested in our services, but is in the process of moving out of state. The prospect asked that we give them a couple months before we continue soliciting. |
Delete or Undelete Prospects | Send the prospect to the recycle bin to suppress emails and activity tracking. Undelete the prospect to resume soliciting them. |
| One of my prospects in California asked that I not share their data with other companies or use it for marketing purposes. | Archive the prospect data in the recycle bin and then delete the prospect. Manually opt out the prospect from marketing emails. Direct prospects to email preference center pages to let them manage their own email subscriptions. Configure Salesforce Engage to respect opt-out status on 1:1 messages. |
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| How do I make sure a prospect’s data isn’t used in machine learning or predictions? | Exclude People's Personal Data from Modeling and Predictions | To exclude a prospect, associate them with a lead that’s excluded using AI_HasOptedOutProfiling__c. |
| How can I find out if a visitor or prospect has Global Privacy Control (GPC) enabled in their browser and doesn’t want their data shared with third parties? | Collect this information via the Account Engagement API | Prospect GPC status is available for read and query endpoints in Account Engagement API v5, and for export endpoints in v3 and v4. |
