Overview
Your Salesforce account contacts can be exempted from signing the non-disclosure agreement (NDA) on Responsive Profile Center by creating a custom field in Salesforce and mapping it to Profile Center.
Prerequisite
To track NDA status, create a custom field of the type checkbox in Salesforce. Follow the instructions below based on your Salesforce view:
Creating custom fields in Salesforce (Classic view)
Click Setup from the top navigation bar.
Click Customize from the left pane and select Fields from the Accounts object type.
Click New in the section Account Custom Fields & Relationships section.
Select Checkbox as the Data type and click Next.
Enter the details of the custom field and click Next.
Note: Fields marked with red are mandatory fields.
Specify the field level security and click Next.
Select the layouts you want to add the custom fields to.
Click Save.
Next, click on the newly created field on Fields & Relationships page.
Copy the API Name corresponding to the newly created field.
Next, follow the instructions mentioned in Setting up NDA Bypass on Responsive.
Creating custom field in Salesforce (Lightning view)
Click the Settings icon and select Setup.
From the left navigation pane, click Platform Tools > Objects and Fields > Object Manager.
Select Accounts as the object type.
From the left navigation pane, click Fields & Relationships.
Click New.
On the New Custom Field page, select Checkbox and click Next.
Enter the details of the custom field and click Next.
Note: Fields marked with red are mandatory fields.
Specify the field level security and click Next.
Select the layouts you want to add the custom fields to and click Save.
Next, click on the newly created field on Fields & Relationships page.
Copy the API Name corresponding to the newly created field.
Follow the instructions mentioned in Setting up NDA Bypass on Responsive section to map the custom field on Responsive.
Setting up NDA Bypass on Responsive
Next in Responsive, go to Organization Settings > Integration. The CRM tab is displayed by default. Click Configure on the Salesforce tile.
Click the toggle to expand the Allow association for Profile Center with Salesforce, and then select the Automatically bypass NDA for matching contacts radio button.
Enter the newly created custom fields API name in the Enter custom keyword field, and then click Save.