GDPR - the Consent to Process fields | Community
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Dawn_Richcreek
Dawn_Richcreek
Level 3
April 11, 2018
Question

GDPR - the Consent to Process fields

  • April 11, 2018
  • 2 replies
  • 2705 views

The Marketo "GDPR and the Marketer" guide says to create fields to track consent to processing. My question is regarding the "Consent to Processing" Yes/No field. Specifically, what field type is this in Salesforce? Is it a Checkbox? or a Picklist with the values of "yes" and "no"?

I did try it as a Picklist with the values of "yes" and "no", but when I put it on the Marketo form I could not get it to show on the form as a checkbox without the data failing to sync to Salesforce.

I would appreciate any detail anyone can share about this and what fields you are creating to track consent.

Thanks!

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    2 replies

    Amy_Goldfine
    Amy_Goldfine
    Level 9
    April 11, 2018

    Our Consent to Processing field and Consent to Direct Marketing field are both string (picklist) with "Yes" and "No" as possible values—but we don't use Marketo forms so we don't have the same restrictions. You should probably do boolean (checkbox) to get it to show.

    Amy GoldfineMarketo Champion & Adobe Community Advisor
    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    April 12, 2018

    The way you store the fields (field type) is distinct to the way the field is represented in the forms (can be a droplist or a checkbox).

    It's strongly recommended that the field type in Marketo and in SFDC be the same, otherwise, you will end up with some serious sync issues.

    -Greg

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