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Salesforce Sales & Service Cloud Integration Guide

Deploy Consent Shield AI to Salesforce Sales & Service Cloud with automated pre-consent tracker interception, California CIPA wiretap protection, and zero data loss.

1. Overview & Technical Protocol​

  • Category: CRM & Storage
  • Protocol: SF API: Connected
  • Scope: Sync user consent to Contact & Lead Privacy records.
  • Consent Gating: Strict opt-in blocking for EU/ePrivacy; automated GPC / California opt-out enforcement for US states.

2. Step-by-Step Installation & Runbook​

Step 01: Embed Universal Script Interceptor​

Inject the Consent Shield AI defense tag into the <head> of your Salesforce Sales & Service Cloud environment before vendor trackers initialize:

<!-- Consent Shield Universal Interceptor -->
<script
  src="https://app.consentshieldai.com/shield.js"
  data-site-id="YOUR_SITE_ID"
  data-auto-block="true"
  data-gpc-enforce="true"
  async>
</script>

Step 02: Event Forwarding & Webhook Sync​

Listen for live consent updates or configure server-side webhooks for Salesforce Sales & Service Cloud:

window.addEventListener("consentshield:consent_changed", function(e) {
  var consent = e.detail;
  console.log("[ConsentShield] Syncing updated preferences to Salesforce Sales & Service Cloud:", consent);
});

Step 03: Verification & Network Audit​

  1. Open browser Developer Tools (F12 &rarr; Network).
  2. Filter outgoing requests by salesforce-crm.
  3. Verify that zero unconsented payloads fire prior to visitor affirmation.

3. Cryptographic Ledger & Audit Trail​

All consent signals for this integration are recorded to the Consent Shield Cryptographic Ledger, providing tamper-proof evidence against statutory wiretap claims (CIPA § 631) and regulatory enforcement actions.