Full Answer
What's new in consent management in Salesforce?
And consent management in Salesforce is moving beyond the object-level. A Consent Event Stream is currently in pilot. This feature uses Change Data Capture on all Consent Management objects, enabling external systems to subscribe to streaming events when changes occur on a Consent Management object.
What are individual and party consent objects in Salesforce?
My Cousin Vinny: The Individual and Party Consent objects are designed to serve as the "Master" record. The Party Id can be used to connect other Salesforce products - notably, Customer 360 and possibly Marketing Cloud, Pardot, Commerce Cloud, etc. Let's do a deeper dive.
What are the different types of consent management objects?
In general, the Consent Management Objects fall broadly in these categories: Contact Point Consent objects to manage specific consent with its opt-in/opt-out status by Channel and Purpose. e.g. Email - Marketing, Email - Survey, SMS - Marketing, SMS - Survey, etc.
What is the Salesforce data model?
Essentially, the Salesforce data model offers a "Master Data Management" type approach, where the Individual serves as the "Golden Copy", and is related to various representations of personal information via Leads, Contacts, Person Accounts, Users, etc. No Individual, No Salesforce Consent!
What is consent management in Salesforce?
Respect your customers' wishes when they request only specific forms of contact from your company or opt-out of certain types of data-sharing.
What is contact point consent Salesforce?
Contact point type consent records let you enter details about how a customer has agreed to be contacted by your company. For example, you can indicate that a customer consented to a specific contact point like email, but not phone calls and mail.
What is authorization form in Salesforce?
Stores the name, version, and effective dates of the authorization form. You can use the revision number to determine if you're using the current version. You can also link to a default authorization form text record to use if text isn't available for a specific language.
How do you implement consent management in Salesforce?
Create a Quick Action to Launch the Consent Flow. Create Data Use Legal Basis Records. Create Data Use Purpose Records. Run Consent Capture Flow.
What is consent management system?
With Consent Management, you can capture and manage consent as required by GDPR, CCPA, or any other data privacy and protection regulations. You can manage the consent of each person with an active or inactive record that is stored in or outside InfoSphere® MDM.
What is consent and preference management?
Consolidate your data and prioritize your relationship with customers.
How do I find the Salesforce community version?
To find out what version of Salesforce you have in Salesforce Lightning:Click the gear icon and select "Setup".Scroll down to the SETTINGS section and click Company Settings > Company Information.Your Salesforce version is listed in the "Organization Edition" field.
What is the individual object in Salesforce?
The Standard object called 'Individual' was introduced as of the Spring '18 release. The Individual object lets you store details about Data Privacy and Protection preferences. First set up data privacy records, then encrypt the Individual Name field with the type of tenant secret and encryption scheme of your choice.
What is consent management?
So, Consent Management refers to taking permission from a customer to capture, store, handle and process their data. Respecting customers’ privacy, getting their permission on how their data can and should be used establishes mutual trust and respect.
What is trust in Salesforce?
Trust is one of the four core values Salesforce. To tackle new world challenges of data privacy and protection, Salesforce has been introducing various objects since Spring ‘18 release. It all started with an ‘Individual’ object which stores a Lead, Contact, Person Account or User’s data preferences. Then many other objects were added over the subsequent releases to give a complete picture.
Can consent records be created manually?
The Consent records can be created manually. But, to save the hassle, Salesforce Labs has come up with a Flow solution to create Individual and Contact Point Type Consent records easily from a wizard like interface . It can be installed in your Salesforce org from AppExchange.
Overview
Consent Type is a Bullhorn for Salesforce package object. Consent Types are not configured by default but instead each Salesforce Org configures their own, according to local requirements and business needs.
Create Consent Types
Follow these steps to create new Consent Types. Once the Consent Type is created, you have the option to either manually or automatically send consent emails to new Contacts.
Required Permissions
To use the Salesforce CDP parameters for the Consent API, you must have either the ModifyAllData or the ConsentApiUpdate user permission. Requiring a perm ensures that the System Administrator gives explicit permission.
Salesforce CDP Read Parameters
The Consent API allows you to gather information about the Salesforce CDP profile. Use the actions and idsSalesforce CDP parameters as described below. The ids parameter is a string equal to the Individual ID attribute.
Salesforce CDP Write Parameters
The Consent API also allows you to write information to the Salesforce CDP profile. Use the actions, blobParam, ids, and mode parameters as described below.
What if we don't care about Salesforce?
What if we don't care about Salesforce's Consent Management and Individual Object. That is the beauty of Salesforce, we can build our own version, with custom objects, along with automation for data sync, using Apex, Workflows, Process Builders and Flows, etc.
What is cloud compliance?
Implementing with Cloud Compliance entails understanding your use cases for Consent, setting up and configuring Cloud Compliance - declaratively - in hours/days, followed by testing and validating scenarios. That is it!
Is data privacy a team sport?
Data Privacy initiatives are high stakes - both from their legal implications and its impact on Customer Trust & Brand Value. Successful companies understand that Data Privacy is far more of a team sport than implementing an ERP or other more function-oriented systems.
What is Salesforce consent API?
While Salesforce already offers a comprehensive SOAP and REST based API for interacting with objects, the Salesforce Consent API provides the ability to retrieve consent settings for Lead, Contact, User, Person Account, or Individual object records. This ‘read API’ returns aggregated consent data based on an action (or actions), for example, ‘email’, ‘track’ or ‘shouldForget’. In turn, the Consent API provides a convenient method for aggregating and resolving consent data for an individual, without the need to invoke multiple API calls or traverse across complex object relationships. As a result, digital marketing platforms can leverage this API to determine if an individual has consented to receiving communications, and for what specific purpose.
What is consent stream in Salesforce?
And consent management in Salesforce is moving beyond the object-level. A Consent Event Stream is currently in pilot. This feature uses Change Data Capture on all Consent Management objects, enabling external systems to subscribe to streaming events when changes occur on a Consent Management object. This event stream aggregates all notifications from objects into a single event stream and provides real-time dissemination of consent data to external platforms, so organizations can be aware when a consent event occurs and could trigger a process, for example, purging customer data when an individual exercises their right to be forgotten.
What is consent management?
The object model closely aligns to privacy by design principles. Specifically, at a holistic level, it provides a proactive data model. Rather than waiting for privacy risks to occur, it prevents them from occurring in the first place, through an organized and standardized set of objects that align tightly to the properties of real-world entities.
What is contact point type consent?
The Contact Point Type Consent object defines the named channels (for example, phone or email), and the related opt-in status of an individual for each corresponding channel. An entity relationship exists between this object and the Contact Point Email and Contact Point Phone objects, which both define what time and in which timezone an individual prefers to be contacted. Additionally, the Contact Point Type Consent object always references the Data Use Purpose object (the reason for contacting an individual) and the Data Use Legal Basis object (the legal basis for contacting an individual).
Is Salesforce a single platform?
Salesforce isn’t a single platform ; rather, it’s a comprehensive platform suite. And while it’s logical to manage consent data in Sales Cloud, it’s also important to consider how to integrate and apply consent management to other Salesforce platforms, including Commerce Cloud, Marketing Cloud and Pardot.
Is consent data a silver bullet?
But, it’s not a silver bullet. Organizations still need to establish processes to orchestrate consent data collection across different platforms, enable identity resolution, and also build extract, transform and load (ETL) data processes to ensure all related privacy artefacts are captured and stored correctly.
Does Salesforce have consent management?
Salesforce has executed consent management through an extraordinarily well-considered canonical model that is both adaptable and maintains a high degree of consistency, which is incredibly important in privacy.
