Consent Management for Einstein for Nonprofits

Manage personal preferences about constituent data in Einstein for Nonprofits to comply with various data protection and privacy laws, such as the GDPR.

Consent Management for Your Product
Learn about consent management for Einstein for Nonprofits. Various data protection and privacy laws, such as the GDPR, impose requirements around obtaining, maintaining, and withdrawing consent and otherwise honoring certain preferences of individuals in the processing of their personal information. We provide examples, considerations, and tips to help you determine ways to comply with constituent preferences around contact with, or from, your organizations.

Consent Management for Your Product

Learn about consent management for Einstein for Nonprofits. Various data protection and privacy laws, such as the GDPR, impose requirements around obtaining, maintaining, and withdrawing consent and otherwise honoring certain preferences of individuals in the processing of their personal information. We provide examples, considerations, and tips to help you determine ways to comply with constituent preferences around contact with, or from, your organizations.

When managing consent and certain other data privacy preferences, you may consider using Salesforce’s new Individual object. The Individual object is neither pre-enabled in your system nor pre-configured to work with Salesforce.org applications, but you can enable and implement it using Salesforce customization tools. Whether and how best to utilize the Individual object for your organization is up to you. Salesforce.org will continue to evaluate the Individual object and how we may support it in future releases of our applications.

We offer the following examples of common requests and considerations to help you plan how best to honor constituent consent-related requests. These are only suggestions for your review, and not guaranteed steps for ensuring compliance with any legal rule.

Keep in mind that addressing constituent requests, including those provided for under the GDPR, can be challenging. A one-size-fits-all strategy may not always work, and you may need to adjust your approach when balancing organizational needs and legal obligations. For example, if exporting personal data to satisfy a GDPR data portability request may violate someone else’s rights, you might consider narrowing the fields in scope rather than exporting all data. If deleting personal data to satisfy a GDPR erasure request may conflict with other requirements around record preservation, you might consider anonymizing certain fields rather than wholesale deletion.

Depending on Einstein for Nonprofits user configuration and consent management settings, the following output can be displayed on Contact cards:

No results are displayed if the predictive metrics fields are not populated.
If the Don't Profile field is checked, then a yellow warning icon and a Don't Profile badge are displayed on the Predictive Metrics header when predictive metrics are loaded. The Don't Profile field is located on the individual record that the Contact is associated with and it ensures that the user's data is not used for future modeling.

As always, there are pros and cons to each approach, including legal and business impacts and risks, and you are responsible for your own compliance obligations in your use of the Salesforce Services and Salesforce.org applications. You should work with your advisors, including legal counsel, to determine whether you are covered under a legal requirement, and come up with a compliance plan that’s best for your organization.

Salesforce resources:

Important Remember to review both Salesforce Platform documentation AND Salesforce.org product-specific documentation. In addition to the information in this table, review:

Common Constituent Request	Actions to Consider	Things to Consider
Some of your constituents don’t want to receive calls, emails, or postal mail from your organization.	Manage Contacts Manage Leads Delete Records	You may consider deleting information in these Contact or Lead fields. Phone Home Phone Other Phone Mobile Email Mailing Address Other Address NPSP also includes these custom email and phone fields and objects: Personal Email Work Email Alternate Email Matching Gift Email Work Phone Household Phone Matching Gift Phone Address Object For Contacts and Leads, consider these options: Email Opt Out Do Not Call Do Not Contact Volunteer Auto-Reminder Email Opt Out
Some of your constituents don’t want to hear from your organization, unless they specifically opt in.	Manage Contacts Manage Leads Delete Records	For Contacts and Leads, consider these options: Email Opt Out Do Not Call Do Not Contact Consider deleting phone numbers, email addresses, and mailing addresses, unless your constituents give you consent to use them. Refrain from sending marketing materials. Consider removing data from Salesforce standard Email and Phone fields.
A volunteer has requested that you do not store her email address and phone number.	Manage Contacts Manage Leads	You may consider deleting information in fields that store your volunteer's email address and phone number. Phone Home Phone Other Phone Mobile Email Mailing Address Other Address NPSP also includes these custom email and phone fields and objects: Personal Email Work Email Alternate Email Matching Gift Email Work Phone Household Phone Matching Gift Phone Address Object Remind your volunteer that you won’t be able to contact her about volunteer opportunities.

Common Constituent Request

Actions to Consider

Things to Consider

Some of your constituents don’t want to receive calls, emails, or postal mail from your organization.

Manage Contacts

Manage Leads

Delete Records

You may consider deleting information in these Contact or Lead fields.

Phone
Home Phone
Other Phone
Mobile
Email
Mailing Address
Other Address

NPSP also includes these custom email and phone fields and objects:

Personal Email
Work Email
Alternate Email
Matching Gift Email
Work Phone
Household Phone
Matching Gift Phone
Address Object

For Contacts and Leads, consider these options:

Email Opt Out
Do Not Call
Do Not Contact
Volunteer Auto-Reminder Email Opt Out

Some of your constituents don’t want to hear from your organization, unless they specifically opt in.

Manage Contacts

Manage Leads

Delete Records

For Contacts and Leads, consider these options:

Email Opt Out
Do Not Call
Do Not Contact

Consider deleting phone numbers, email addresses, and mailing addresses, unless your constituents give you consent to use them. Refrain from sending marketing materials.

Consider removing data from Salesforce standard Email and Phone fields.

A volunteer has requested that you do not store her email address and phone number.

Manage Contacts

Manage Leads

You may consider deleting information in fields that store your volunteer's email address and phone number.

Phone
Home Phone
Other Phone
Mobile
Email
Mailing Address
Other Address

NPSP also includes these custom email and phone fields and objects:

Personal Email
Work Email
Alternate Email
Matching Gift Email
Work Phone
Household Phone
Matching Gift Phone
Address Object

Remind your volunteer that you won’t be able to contact her about volunteer opportunities.