Tracking privacy permissions for Salesforce and/or Pardot
This article gets into the detail of customizing Salesforce and Pardot to support GDPR compliance; what is GDPR, building a data inventory of personal data, custom objects to track permissions/consent, where the Individual object fits, and finally how to drive email marketing and unsubscribes cycle.
CLICK TO READ THE ARTICLE warning: you’ll need 20 mins and a coffee
DATA PRIVACY managed app for Salesforce
Capture and store permissions / consents for Contacts, Leads and User Accounts so you can comply with GDPR
GDPR requires you to show evidence for every contact/prospect that you have valid data privacy permissions for each type of communication and that it has an expiry date. This is more than simply adding a few more checkboxes to the Contact object.
You need to ensure your marketing and sales teams stay effective and focused on the right prospects / customers, not tied up in data entry.
You don’t want to change your marketing model, so the managed app has the flexibility built in. But it also has the structure to keep your users on the right side of the GDPR auditors by controlling their data input through marketing defaults.
INSTALLING THE APP
The app is available in AppExchange CLICK HERE TO VIEW LISTING
$3,000 per Org per year
Below is a screenshot of the listing of Contact record. In the right panel are all the active and expired permissions and the left panel has the allowed communications based on the active permissions, with the unsubscribe on the dropdown.