Since data subjects have the right to control who has their data, and what kind of data they have access to, Calvin needs a way to clearly communicate which internal teams are requesting the data subject’s information. Do they want daily emails with rental and real estate listings in the area they’re moving to? Newsletters about local events and meetups for expatriates? Do they want to hear about Zephyrus’s growing repertoire of services, even after they’ve moved? With Preference Manager, customers can quickly and easily update their consent preferences at any time. With Preference Manager, Zephyrus can host self-service forms for customers to indicate when, why, and how they want to hear from the company. But what about how a data subject’s consent is obtained and maintained? This is where Preference Manager shines. The data controllers, such as Zephyrus, use tools like Salesforce Privacy Center to help legally manage these requests and how data is stored, deleted, and transferred. Request that their data be deleted from the org.Request a copy of their data from the controller.Request that controllers stop accessing their data. ![]() Control if and how their data is accessed by data controllers.Laws like the General Data Protection Regulation (GDPR) give individuals the right to: While specific requirements vary and evolve by region, the overall privacy law landscape has established guidelines to protect and empower data subjects. One of Calvin’s challenges is to ensure that his org stays compliant with data privacy legal requirements. The company helps employees acquire visas, find housing, locate schools, arrange for language training, acclimate to a new culture, and more. This means that Zephyrus handles a lot of personal, and sometimes sensitive, customer information. Zephyrus is a small, but growing company that offers comprehensive relocation management for corporate employees moving out of their native countries. Meet Calvin Green, the company admin for Zephyrus Relocation Services. Navigate the Preference Manager dashboard.Describe how Preference Manager features help you meet privacy law requirements.This workflow, as all other workflows provided by Concep, is activated by default when importing the Preference Manager solution.After completing this unit, you’ll be able to: Once the account has been reviewed, the field for this account will automatically be updated to No through the workflow named Concep Workflow - Unflag Account Review Requirement. The accounts that are shown in the grid have the field Account Require Validation set to Yes. This grid allows the user to view the Accounts that were created through Preference Manager but haven’t yet been reviewed by the data steward. Grid with details of the accounts created by PM that haven't been edited after their creation This can be used to create reports on the number of sign-ups to different lists, to create new marketing lists etc. This grid allows the user to view the contacts that have been created in CRM through Preference Manager in the last 30 days. Grid with details of the contacts signed up in the last 30 days This graph uses the field Preference Manager Last Update Date, which can be found on the contact record. These updates can be anything from changing their contact information on the PM form to updating their communication preferences. This graph shows the amount of contacts that have updated their preferences in the past 12 months. Graph illustrating contact updates in the last 12 months This is based on the date that is shown in the field Preference Manager Sign Up Date on the contact record, which is populated when a contact signs up using Preference Manager. This graph shows the number of contacts that have signed up in the last 12 months, divided into monthly instalments. Graph illustrating new sign ups in the past 12 months The Registration Management Dashboard consists of: ![]() The default timeframe is 12 months, but this can be easily updated to reflect the timeframe you would like to see. ![]() The Registration Management dashboard is an easy way to manage registrations made via Preference Manager and gives a complete overview of the activities for this module within a certain timeframe.
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