Data Privacy Manager (P360) for Salesforce GDPR

Salesforce managed package Data Privacy Manager (DPM) to track permissions / consents

12 articles in this collection
Written by Adrian King and Ian Gotts

Release Notes for Data Privacy Manager (P360)

Details on new features and bugs fixed in each release

Written by Adrian King
Updated over a week ago

Installation, trial, and purchase of Data Privacy Manager

Installing Data Privacy Manager for Classic and Lightning from the Salesforce Appexchange

Written by Ian Gotts
Updated over a week ago

Setting up marketing data and policies for Data Privacy Manager

Define and enter the marketing defaults (Privacy Sources and Allowed Communication Rules)

Written by Ian Gotts
Updated over a week ago

Configuring Lead, Contact and Person Account page layouts for Data Privacy Manager (Lightning)

There are two different approaches for viewing DPM data, depending on whether you are in Lightning or Classic

Written by Ian Gotts
Updated over a week ago

Configuring Lead, Contact and Person Account page layouts for Data Privacy Manager (Classic)

There are two different approaches for viewing DPM data, depending on whether you are in Lightning and Classic

Written by Ian Gotts
Updated over a week ago

Adding Privacy Permissions in Data Privacy Manager. Unsubscribe, Extend or Withdraw (Lightning)

Manage your Privacy Permissions / consents in DPM

Written by Ian Gotts
Updated over a week ago

Adding Privacy Permissions in Data Privacy Manager. Unsubscribe, Extend or Withdraw (Classic)

Manage your Privacy Permissions / consents in DPM

Written by Ian Gotts
Updated over a week ago

Deleting Data with Data Privacy Manager

Automatic deletion and deleted data search with DPM

Written by Adrian King
Updated over a week ago

Bulk loading Data Privacy Permissions by CSV into Data Privacy Manager

Use CSV to bulk upload data privacy permissions into DPM

Written by Ian Gotts
Updated over a week ago

Using Salesforce Tasks to add permissions and unsubscribe

You can integrate easily with Data Privacy Manager by adding Salesforce Tasks

Written by Ian Gotts
Updated over a week ago

Using Salesforce automation to add Privacy Permissions in Data Privacy Manager

Use Process Builder Workflow to add Privacy Permissions automatically

Written by Ian Gotts
Updated over a week ago

Integrating Data Privacy Manager, Salesforce and Pardot

How to drive the marketing automation cycle in Pardot from permissions in DPM - list sync, lead forms, subscribe & unsubscribe

Written by Ian Gotts
Updated over a week ago