Using WhatsApp from Salesforce for sales or support creates data flows that must align with GDPR, CCPA, and Meta's WhatsApp Business Policy. This guide covers consent, retention, and architecture so you stay compliant.
Consent and lawful basis
For marketing or proactive messaging, you need explicit opt-in and a clear lawful basis (e.g. consent or legitimate interest where allowed). Store consent and preferences in Salesforce so every campaign or flow can respect them. ConnectVogue keeps conversation and CRM data inside your org—no vendor retention of message content—so you control what is stored and for how long.
Data retention and sovereignty
GDPR and CCPA require purpose-limited retention and the ability to delete or export personal data. With a BYOK (Bring Your Own Key) setup, your Twilio or Meta credentials and message flows stay in your control. Choose a solution that does not retain message content on vendor servers; native Salesforce apps that keep data inside the trust boundary support data minimization and right-to-erasure workflows.
Native Salesforce and zero vendor retention
ConnectVogue is built as a native Salesforce app with zero data retention of your messages. Keys and conversation data live in your org; we do not store or process message content on our infrastructure. This architecture supports GDPR/CCPA compliance and simplifies audits.
Summary
For Salesforce WhatsApp GDPR compliance: capture consent in Salesforce, use BYOK so only you hold keys and data, and choose a native app with no vendor retention of message content. ConnectVogue is designed for this model.