Salesforce Consent Management : Amit Chaudhary
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Salesforce Consent Management
by: Amit Chaudhary
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May 20, 2021 at 06:56AM
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The original post is available in Apex Hours by Amit Chaudhary
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by: Amit Chaudhary
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Why Manage Consent?
- Emerging regulatory landscape
- GDPR
- CCPA
- LGPD
- PDPB
- Give individuals control over their data
- Establish legal basis for processing
Consent & Preference Management
Consent management and preference management serve different purposes
Consent Management | Preference Management |
Who provided consent | Choose frequency |
Why they did | Select interests |
Which channel | Alternatives to unsubscribing |
What they consented to |
Salesforce Consent Management
Consent Management Objects
- Records don’t count towards storage
- Privacy by design
- Proactive data model
- Privacy is integral to the data model
Levels of Consent
- Who provided consent
- Which channels they can be contacted
- Which channel address
- What type of content they consented to
Level 1 Consent
- Who provided consent
- What they have consented to
- Capture privacy don’ts:
- Don’t process
- Don’t solicit
- Don’t profile
- Don’t track
Level 2 Consent
- Which channels used to contact
- Named channels (e.g. phone, email)
- Opt-in status by channel
- Time and timezone for contact
Level 3 Consent
- Specific addresses to contact
- Supports multiple addresses
Level 4 Consent
- Type of content for consent
- Channel used for consent
Consent Read API
- Retrieves consent settings
- Returns aggregated consent data
- Aggregate and resolve consent data for an individual
- Digital marketing platforms can determine an individual’s consent
Consent Write API
- Update or write consent for records that have a
- lookup relationship or share an email address
- Customer 360 Audiences Integration
Recording
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The post Salesforce Consent Management appeared first on Apex Hours.
May 20, 2021 at 06:56AM
Click here for more details...
=============================
The original post is available in Apex Hours by Amit Chaudhary
this post has been published as it is through automation. Automation script brings all the top bloggers post under a single umbrella.
The purpose of this blog, Follow the top Salesforce bloggers and collect all blogs in a single place through automation.
============================
1. Consent Management
a. Where an Consent is managed for a person on the related Individual
b. Contact Point Type Consent is used to store consent which is related to the Individual
2. Preference Management
a. Here, we have the concept of managing preferences for a Contact, e.g a contact can have various Contact Points and each Contact Point will have its own Contact Point Consent
The difference between these two is that one is managing Consent at an Individual (Data Subject) level and the other is managing it at a Channel level.
What we would like to know is that are these common, if yes what is the best way to manage Consent in Salesforce?