Is double opt-in mandatory for data processing?
No, double opt-in is not mandatory for data processing. However, a double opt-in is recommended to ensure that the customers are authentic, and genuinely interested in the product. Under double opt-in, customers will receive an additional email to confirm their identity, once they've signed up through webforms.
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Managing Lawful Bases for Data Processing
Switch on GDPR Compliance options Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business. Users with the Manage Compliance Settings profile permission can enable and view the features available ...
Can I move deals to a particular pipeline and assign a stage during data migration or import?
Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...
What are the lawful bases the data controller can use to process customer data?
The data controller can choose from six data processing bases. These are: 1. Contract- This applies when you need to process the customer's personal data to fulfill your contractual obligations, or to take some action based on the customer's request ...
How do I enable double opt-in for my web form?
To enable double opt-in: Go to Setup > Developer Space > Webforms > Create Web Form. Drag and drop the fields that you want in your web form. Click Next Step. In the Form Details page, enter the relevant form details. Select the Enable Double ...
Where can I update the data processing basis?
You can update the data processing basis for customers in the record details page. To do this, click on the Data Privacy tab, select or edit the data processing basis. The third way is through the consent overview dashboard. Go to Setup > Compliance ...