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GDPR Readiness Package

The Challenge

The General Data Protection Regulation (GDPR) is coming into effect on the 25th of May 2018. For Salesforce customers, the good news is that the product is fully compliant. The challenge now is for your business to get compliant.

The Solution

With CLOUT Partners we can help you get there by ensuring your data inventory is logged appropriately, data requests are handled efficiently and marketing preferences for your customers are all set up. We’ll also work with you to map out your marketing privacy policies and procedures to ensure they are easy to understand.

Our GDPR Readiness Package is tailored to suit the way you run your business. It starts at £5,000 / €5,634 and includes the following:


Workshop 1


– Set up PRO edition and enable the GDPR functionality

– Run the GDPR functionality and manually categorise any sensitive data not picked up by This creates your data inventory and is also needed for processing data requests.

– Map your data request processes on and identify case managers who will execute GDPR requests


Workshop 2


– Identify any additional marketing preferences and create the actions that need to fire off the back of those preference changes

*If Apex code or triggers are required then a separate, custom SOW is required




– Configuration of Salesforce

  • Download and install the Data Privacy app
  • Configure the lead (privacy) sources and the CTAs attached to them 
  • Set up web-to-case for taking in data requests, apply case managers and escalation rules o whatever format you choose
  • Add privacy policy and marketing opt-in checkbox to web-to-lead forms (if applicable)


– Configuration of Pardot (if applicable)

  • Map over custom fields from Salesforce
  • Add privacy policy and marketing opt-in checkbox to Pardot forms (if applicable)


– Deploy the integration utility for both Salesforce and Pardot (separately)

  • Extract the CSV it produces
  • Import it to and create the reference models


– Configuration of Salesforce Shield (if applicable)

  • Configure what fields to be encrypted
  • Set up Dashboard for event monitoring (in the case of data breaches or mass export of records)
  • Set Data Retention Policies for when data should be automatically archived or deleted and what the grace period should be


– Half day of training and handover


Cost may vary depending on technical requirements resulting from the second workshop (e.g. Apex or workflows).

* Optional 8 hours to batch update Leads/Contacts after set up, at an additional cost of £1,000


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