Hi Trailblazers,

I manage a local-services website and I’m exploring how Salesforce could support a privacy-conscious enquiry workflow.

The workflow should collect only necessary information, restrict access to authorised users, record consent, and remove enquiry data after 90 days unless it must be retained for a legal reason. Sensitive message content should also stay out of unnecessary logs and reports.

Which Salesforce products or Trailhead modules should I study for:

• Permission-based record access 

• Consent management 

• Flow automation 

• Data-retention rules 

• Secure enquiry handling

I would appreciate recommendations from anyone who has built a similar privacy-conscious workflow.