As the deadline for GDPR moves ever closer, we’re now starting to see opt-in’s appearing on web forms, and marketers are working harder than ever to ensure all aspects of data compliance are met (if you haven’t yet – check out our guide to creating confirmed opt-in forms on Pardot.
But how do we ensure we’ve recorded the compliance data within Salesforce correctly?
Although subject to change, Spring ’18 will allow you to set up a new “Individual” record, linked to a Contact or a Lead, that allows you to record and encrypt specific information relating to their data preferences.
For instance, you can track preferences for:
- Collecting, storing, and sharing their personal data
- Packaging their personal data so they can take ownership of it
- Deleting records and personal data related to them
- Solicitation of products and services
- Tracking their geolocation and web activity
Data privacy records, based on the Individual object, let you store certain data privacy preferences for your customers. These records can help you honour and respect your customers’ wishes when they request only specific forms of contact from your company.