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Consent Management for the Salesforce Platform
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: 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. 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 |
|---|---|---|
| A customer has asked to not receive emails that I send using a flow. How do I prevent a flow from sending an email? | Edit the flow to remove the user’s contact information. | Consider periodically reviewing your contacts’ contact preferences to make sure that your flow includes only those contacts who wish to receive emails. |
| A customer in California sent me an opt-out request so that we don’t refer to or share her personal data. | Build a Flow | Build a flow that:
If you connect to external sources, consider deleting the data from those sources. Keep in mind that flows don’t necessarily identify all the data to delete. After your flow finishes, run a report to identify any remaining information, and then delete it. |
| I want to be able to track customers’ preferences for receiving marketing solicitations. How can I do that? | Store customers’ data privacy preferences. | Work with your legal team to understand how quickly you must act on your customers’ requests. Keep in mind that the preferences you set simply help you track your customers’ requests. And it’s up to you and your company to determine a way for honoring those customers’ requests. You can identify the customers for which you’ve set privacy preferences by either: Consider setting a schedule for these tasks based on how quickly you must act on your customers’ requests.
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| I want to be able to track customers' preferences regarding processing or deleting their data. How can I do that? | Store customers’ data privacy preferences. | Work with your legal team to understand how quickly you must act on your customers’ requests. Keep in mind that the preferences you set simply help you track your customers’ requests. And it’s up to you and your company to determine a way for honoring those customers’ requests. You can identify the customers for which you’ve set privacy preferences by either: Consider setting a schedule for these tasks based on how quickly you must act on your customers’ requests.
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- General Data Protection Regulation (GDPR), European Union
- California Consumer Privacy Act (CCPA), United States
- Canada’s Anti-Spam Law (CASL)
