Request Visitor data removal

Record requests for removal

Visitor requests for removal (and reinstatement) of their personal data can be recorded into a custom Salesforce object. For example, this may have fields such as:

• Date of request

• Opt-out confirmation

• Which types of data are allowed to be kept

Create a form on the website that uses a mapping to create records of this custom object. These records will need to be related the Send2CRM visitor object either via identification, or through a master object such as Lead.

Set Visitor ignore

Use the Send2CRM visitor ignore flag to integrate with the website. Create a Flow or Trigger in Salesforce that reacts when a new record of the custom object above is created. This would:

• Set send2crm__Ignore__c = true on the visitor record (or false if reinstating)

• Remove any data in Salesforce as required

Website integration

The Send2CRM client will automatically be informed at the next visitor update that the visitor is to be ignored:

• This will always cause the visitor to become un-identified.

• Whether data is removed from the visitor’s web browser and/or continues to be record is dependent on the client-side ignoreBehavior setting.