Salesforce Consent Management : Amit Chaudhary

Salesforce Consent Management
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

  1. Who provided consent
  2. Which channels they can be contacted
  3. Which channel address
  4. 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


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May 20, 2021 at 06:56AM
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