36) Privacy and Consent Management Options

Why Care About Consent and What Info To Capture for Consent

We care about consent because we must abide by federal regulations (such as GDPR) around the world that give customers control over how their data is handled by businesses (and just because it's the right thing to do).

The information we need to capture for consent management is:

1. The Individual (contact, lead, user etc)
2. The Data Use Purpose (Why we need the data we are capturing)
3. The Contact Point Type (Email, Address, Phone, etc)
4. The Capture Source (where we captured the data)
5. Effective From & Expiration (How long we would store that data)

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Core Salesforce Privacy and Consent Management

The Consent Management Objects

1. Individual - A way to provide a single view/golden record to link together all Contact, Person Account, Lead, User, and Employee records that represent someone in your system. The individual object then uses other consent mgmt objects to determine what points of contact they have approved for you to communicate with them.

2. Contact Point Type Consent - An object

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Consent Capture Managed App
There is a free Salesforce Labs Consent Management App called Consent Capture that can be found here. It will allow you to place an easy to use (and customizable), prebuilt flow to capture consent related information.

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Consent API

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Consent Event Stream

Consent Management Overview Video

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Marketing Cloud Privacy and Consent Management