Authorization Form Objects

Keep track of data related to authorization forms, such as terms of service, privacy policy, and other consent forms. Each authorization form object stores different data. You can use them together to create a full picture of your customer’s consent to the authorization form.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: all editions

Authorization Form

Stores the name, version, and effective dates of the authorization form. You can use the revision number to determine if you’re using the current version. You can also link to a default authorization form text record to use if text isn’t available for a specific language.

Authorization Form Consent

Tracks information related to each customer’s consent to the authorization form. Indicates the individual that consented and when, how, and to which version of the authorization form.

Authorization Form Data Use

Optionally, you can connect an authorization form to one or more data use purpose records. Indicate the data use purpose associated with the form, such as billing or marketing, and its corresponding legal basis.

Authorization Form Text

Manages the text associated with the authorization form. You can create multiple text versions for the same authorization form to support different languages, regions, and situations. You can also include a summary to describe the form’s purpose and display to customers when asking for their consent.