---
schema_version: "1"
id: 9f231c6f0ae55c12294589c83615ad5b504e0245a6b1f511d814035dd1ad4a75
title: Consent Management for Financial Services Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/consent_management_finserv.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.consent_management_finserv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dc3fd72b014f2d7e272becce1f20b828ceca982e1e0a41b9f132dbe14630d67e
description: Honor and respect your customers’ wishes when they request only specific forms of contact from your company or opt-out of certain types of data-sharing. We provide details to help you determine the best way to comply with the data protection and privacy regulations that apply to your company.
products:
  - Security
  - Cross Cloud
release: "264"
---
# Consent Management for Financial Services Cloud

Honor and respect your customers’ wishes when they request only specific forms of contact from your company or opt-out of certain types of data-sharing. We provide details to help you determine the best way to comply with the data protection and privacy regulations that apply to your company.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited Editions</strong></td></tr></tbody></table>

Many data protection and privacy regulations require you and your company to honor people’s requests about how you use their data. We’ve listed a few of the regulations that are important to many companies collecting and processing their customers’ data.If you have customers or users who request specific methods of contact from your company, review these common requests and the procedures related to them.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10120e65">Common Customer Request</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10120e68">Actions to Consider</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10120e71">Things to Consider</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e65 ">My customer wants to opt out of phone and email communications.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e68 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.sales_core_manage_contacts.htm&amp;type=5&amp;language=en_US" target="_blank">Manage
              Contacts</a>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e71 ">
            <p>Delete information in these fields for customer records.</p>
            <ul>
              <li>Phone</li>
              <li>Mobile</li>
              <li>Email</li>
            </ul>
            <p>And in those records, select these options.</p>
            <ul>
              <li>Email Opt Out</li>
              <li>Do Not Call</li>
            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e65 ">My customer wants to opt out of cross-selling.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e68 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.sales_core_manage_contacts.htm&amp;type=5&amp;language=en_US" target="_blank">Manage Contacts</a>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e71 ">
            <p>Delete Lead and Opportunity records for the customer, along with any related
              Tasks and Calendar events.</p>
            <p style="margin-bottom:0;">Add a note to the customer’s record to indicate that they
              don’t want to be part of future cross-selling.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e65 ">A consumer who lives in California asked us not to sell or transfer her personal
            or financial data to third parties.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e68 ">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.individuals_setup_data_privacy.html&amp;type=5&amp;language=en_US" target="_blank">Set Up Tracking and Storage of Certain Data Privacy Preferences</a>
              </li>

              <li>
                <a href="https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_consent.htm" target="_blank">Use the Consent API</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.security_pe_overview.htm&amp;type=5&amp;language=en_US" target="_blank">Protect Your Salesforce
                  Organization</a>
              </li>

            </ul>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e71 ">
            <p>Honor your customers' wishes when they request specific forms of contact from your
              company or opt-out of certain types of data-sharing. The data privacy fields help
              you track a wide range of opt-out and privacy preferences.</p>
            <p>To reduce the chances of inadvertently revealing sensitive information, encrypt
              fields that contain personal information using Shield Platform Encryption.</p>
            <p style="margin-bottom:0;">If any third-party integrations are within the scope of the request, pass the
              request along to those vendors.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Common Customer Request" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e65 ">A consumer who lives in California withdrew his loan application, and asked us to
            delete his personal data.</td>

          <td data-label="Actions to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e68 ">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=platform.individuals_setup_data_privacy.html&amp;type=5&amp;language=en_US" target="_blank">Set Up Tracking and Storage of Certain Data Privacy Preferences</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.data_deletion_finserv.htm&amp;release=264.0.0&amp;type=5" title="Delete customers’ personal data when it’s necessary to comply with various data protection and privacy regulations. We give you examples of common requests and things to consider. That way, you can determine a plan of action for complying with the regulations that apply to you.">Data Deletion for Financial Services Cloud</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=xcloud.data_portability_finserv.htm&amp;release=264.0.0&amp;type=5" title="When your customers request it, prepare and pack up the data you’ve received from them to work toward complying with various data protection and privacy regulations. We give you examples of common customer requests and things to consider. That way, you can determine how best to work toward complying with the regulations that apply to your company.">Data Access and Export for Financial Services Cloud</a>
              </li>

            </ul>
          </td>

          <td data-label="Things to Consider" class="slds-cell-wrap" style="vertical-align:top;" headers="d10120e71 ">
            <p>Honor your customers' wishes when they request restricting or deleting their
              personal data. Look for customer data in other records, including leads, accounts,
              and groups, such as households.</p>
            <p>To identify customers who previously asked your company to delete their data,
              Select Forget this Individual in data privacy records.</p>
            <p>Offer customers an exported copy of their data before your company deletes it.</p>
            <p style="margin-bottom:0;">If any third-party integrations contain the customer’s personal data, ask those
              vendors to delete it. That way, you prevent the data from repopulating into
              Financial Services Cloud.</p>
          </td>

        </tr>
      </tbody>
    </table>

- General Data Protection Regulation (GDPR), European Union
- California Consumer Privacy Act (CCPA), United States
- Canada’s Anti-Spam Law (CASL)