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