![]() To create a new form, Calvin can click New Form. ![]() The Status column shows if a form is published or ready to be published. The dashboard lists all the org’s forms, including different versions of the same form. Preference Manager opens on the Forms feature by default. Follow along as he gets acclimated with the app.įrom the App Launcher, enter Privacy Preference Manager, and select the app. ![]() Everything Calvin needs to create a no-code preference form is available from the Preference Manager dashboard. Navigate the Preference Manager DashboardĪfter Calvin creates records for the different business brands and data use purposes that his company needs, he can start creating self-service preference forms for his customers. By creating data use purpose records for Zephyrus, Calvin’s org is privacy law compliant. Now they can securely, and legally, store customer addresses for the purpose of acquiring housing. The team that helps customers acquire housing does though, and Calvin can create a different data use purpose record just for that team. But do they need customer home addresses for email marketing purposes? Of course not. Their data use purpose for storing email addresses is marketing. Say the sales team wants to store email addresses so they can contact existing customers about a new service. Organizations are required to obtain consent in a manner that is freely given, specific, informed, and unambiguous.Ĭalvin can meet these requirements by using the Data Use Purpose object in his org’s Preference Manager setup. In other words, organizations must have a lawful basis to retain and use personal data, such as to satisfy the purpose of an agreement with the data subject or to obtain consent to be contacted. And by giving customers the option to decide who can contact them from Zephyrus, Calvin is respecting the data subject’s legal right to object to and restrict how their data is processed by Zephyrus.ĭata privacy laws like GDPR require a basis of data processing. These brand records are an essential component to how the preference forms are structured. Some customers may only want Zephyrus’s help with getting a visa, while others may want help finding language training or help buying a house. Salesforce has a solution: Calvin can organize the company’s different departments using the Business Brands object.īy creating different records on the Business Brands object, he can establish different internal “brands,” such as the sales team, the visa acquisition team, and the cultural acclimation team. Since data subjects have the right to control who has their data, and what kind of data they have access to, Calvin needs a way to clearly communicate which internal teams are requesting the data subject’s information. Do they want daily emails with rental and real estate listings in the area they’re moving to? Newsletters about local events and meetups for expatriates? Do they want to hear about Zephyrus’s growing repertoire of services, even after they’ve moved? With Preference Manager, customers can quickly and easily update their consent preferences at any time. With Preference Manager, Zephyrus can host self-service forms for customers to indicate when, why, and how they want to hear from the company. But what about how a data subject’s consent is obtained and maintained? This is where Preference Manager shines. The data controllers, such as Zephyrus, use tools like Salesforce Privacy Center to help legally manage these requests and how data is stored, deleted, and transferred. Request that their data be deleted from the org.Request a copy of their data from the controller.Request that controllers stop accessing their data. ![]()
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