Salesforce

How it works

For Salesforce, Consent Guard AI keeps each contact’s consent state in sync so your CRM always reflects the latest choice. Consent fields update automatically as visitors change their preferences.

This gives sales and marketing a reliable, auditable record of who has agreed to what.

Setting it up

1. 1Choose Salesforce on the Integrations page.
2. 2Authorize the connection to your Salesforce org.
3. 3Map consent categories to contact or lead fields.
4. 4Run a test sync to confirm consent state updates.

How consent flows

• Consent state is synced onto Salesforce contact and lead records.
• Updates flow automatically as preferences change.
• Every change is logged to your audit ledger.