The General Data Protection Regulation (GDPR) extends the European Union’s data protection laws. SalesLoft's team wide privacy settings and person-related settings in our platform provide the appropriate data security and privacy tools to keep up with the new protocols.
Learn more SalesLoft's security and compliance measures on our GDPR Overview page.
Things to Note: Only users who have the EU Resident permission enabled can mark residents as EU from their profile page.
In this article, you will learn how to manage EU Resident Privacy settings for your team, including:
- Managing European Union Resident Privacy Settings
- Manage the Do Not Contact List
- Marking a Person as an EU Resident
- Additional EU Resident Admin Settings
- EU Resident User Interface
Managing European Union Resident Privacy Settings
People who are marked as EU Residents have open tracking, click tracking, and Live Website Tracking disabled by default. Admins can choose to override these settings from the privacy settings.
You'll find the European Union Resident Privacy Settings under the Communication section of your Team Settings.
The privacy settings contain the following checkboxes:
- Allow Open Tracking to People marked as an EU resident
- Allow Click Tracking to People marked as an EU resident
- Allow Live Website Tracking to People marked as an EU resident
If you select any of these check boxes, tracking will occur.
Manage the Do Not Contact List
When a person (or account) is marked as Do Not Contact (DNC), the person will not receive any further communication in SalesLoft, but the activity record is still logged.
As an admin, you can add account domains to the Do Not Contact list, and enforce a global DNC to ensure that your users do not reach out to those people.
- Under your Privacy Settings, scroll to the Do Not Contact List.
- Type in the email domain (end of the email address after @) of the account you would like to add.
- Hit Save.
Marking a Person as an EU Resident
Similar to marking a person as Do Not Contact (DNC), customers can mark a person in SalesLoft as an EU Resident. People who are marked as EU Residents have open tracking, click tracking, and Live Website Tracking disabled by default. So, to keep in accordance with GDPR protocols, it is important to mark the correct people as EU Residents.
SalesLoft offers two ways to mark people as EU residents. This way, you can ensure that all of the appropriate SalesLoft people meet the regulations. The two methods for marking a person as an EU resident include:
Salesforce Field Configuration
Admins can also map the new EU Resident field to any field in Salesforce to sync this setting to and from SalesLoft – if they don't already have this field in Salesforce, they will need to create a new, custom field to map this new SalesLoft field. This enables customers to set up workflows in Salesforce to automatically mark or unmark a Person as an EU Resident in SalesLoft.
From the Person Profile Page
From the Person profile page, users can manually mark a Person as EU Resident via the actions menu (ellipsis icon).
Things to Note: Only users who have the EU Resident permission enabled can mark residents as EU from their profile page.
Additional EU Resident Admin Settings
As an admin, you can provide your users with the ability to mark people as EU residents from the person's profile page. Users cannot mark or unmark a person as an EU Resident by default.
To enable the EU permission for your users, go to Roles and Permissions, create a custom role or edit an existing role and add the EU permission. Once the role is set up, assign it to the users who need to mark any residents EU.
EU Resident User Interface
Since EU Residents have email restrictions put in place, it's important for SalesLoft users to be aware of people who have been marked as EU residents. SalesLoft identifies EU Residents with the following notifications:
Person Panel Icon
People marked as EU Residents will display the shield icon on the top status line of the person panel on the person's profile page.
Activity Feed Log
When a Person is marked (or unmarked) as an EU Resident, the event is logged in the activity feed.
Disabled Open and Click Tracking
Depending on the team's privacy settings, open tracking and click tracking are disabled when sending emails to a Person marked as an EU Resident.
When users send an email to a person marked as an EU resident, the click and open tracking icons will be grayed on. This means tracking has been disabled for those features. If you hover over the icons, a pop up label will explain that the tracking has been disabled due to the person being an EU resident.
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