Configuring Consent Capture

Initial configuration includes the setup of all default functionality for Consent Capture. Some functionality requires additional configuration.

Consent Admins

To configure Consent Capture for consent admins:

  1. Select the Consent_Admin_vod check box on the appropriate User record to designate a user as a consent admin.
  2. Grant the following permissions:
  3. Object

    OLS

    Record Types

    Fields

    FLS

    Consent_Header_vod

    CRUD

    Consent_Header_Default_vod

    • Consent_Header_Help_Text_vod
    • Country_vod
    • Inactive_Datetime_vod
    • Language_vod
    • Name
    • RecordType
    • Status_vod
    • Subscription_Option_vod

    Edit

    Consent_Type_vod

    CRUD

    Approved_Email_vod

    • Channel_Source_vod
    • Consent_Expires_In_vod
    • Consent_Custom_Duration_vod
    • Default_Consent_Type_vod
    • Disclaimer_Text_vod
    • Display_Order_vod
    • Product_Preference_vod
    • RecordType
    • zvod_Consent_Default_Consent_Text_vod
    • zvod_Consent_Line_vod
    • zvod_Signature_Capture_vod

    Edit

    Consent_Line_vod

    CRUD

    • Content_Type_vod
    • Product_vod
    • Sub_Channel_vod
    • Content_Type_vod
    • Content_Type_Display_Name_vod
    • Display_Order_vod
    • End_Date_vod
    • Group_By_vod
    • Product_vod
    • RecordType
    • Sub_Channel_Description_vod
    • Sub_Channel_Display_Name_vod
    • Sub_Channel_Key_vod
    • Start_Date_vod

    Edit

    Content_Type_vod

    CRUD

    Content_Type_vod

    • External_Id_vod
    • Name

    Edit

    Multichannel_Consent_vod

    CRUD

    Approved_Email_vod

    • Capture_Datetime_vod
    • Channel_Value_vod
    • Consent_Line_vod
    • Consent_Text_vod
    • Consent_Type_vod
    • Content_Type_vod
    • Disclaimer_Text_vod
    • Opt_Type_vod
    • Product_vod
    • RecordType
    • Signature_vod
    • Sub_Channel_Key_vod

    Edit

    Country_vod

    CRUD

    Country

    n/a

    n/a

    User

    n/a

    n/a

    Consent_Admin_vod

    Read

    Account

    n/a

    n/a

    Country_vod

    Read

  4. Create tabs for the following objects:
    • Consent_Header_vod
    • Consent_Type_vod
    • Consent_Line_vod
    • Content_Type_vod
  5. Grant to the following Visualforce pages:
    • Consent_Capture_vod
    • View_Multichannel_Consent_Signature_vod

End Users

Users must be fully configured to view the Consent Summary screen and accurately capture consent.

To configure Consent Capture for end users:

  1. Grant the following permissions:
  2. Object

    OLS

    Record Types

    Fields

    FLS

    Consent_Header_vod

    Read

    Consent_Header_Default_vod

    • Consent_Header_Help_Text_vod
    • Country_vod
    • Inactive_Datetime_vod
    • Language_vod
    • Name
    • RecordType
    • Status_vod
    • Subscription_Option_vod

    Read

    Consent_Type_vod

    Edit

    Approved_Email_vod

    • Channel_Source_vod
    • Consent_Expires_In_vod
    • Consent_Custom_Duration_vod
    • Default_Consent_Type_vod
    • Disclaimer_Text_vod
    • Display_Order_vod
    • Product_Preference_vod
    • RecordType
    • zvod_Consent_Line_vod
    • zvod_Signature_Capture_vod

    Read

    Consent_Type_vod n/a n/a

    zvod_Consent_Default_Consent_Text_vod

    Edit

    Consent_Line_vod

    Read

    • Content_Type_vod
    • Product_vod
    • Sub_Channel_vod
    • Content_Type_vod
    • Content_Type_Display_Name_vod
    • Display_Order_vod
    • End_Date_vod
    • Group_By_vod
    • Product_vod
    • RecordType
    • Sub_Channel_Description_vod
    • Sub_Channel_Display_Name_vod
    • Sub_Channel_Key_vod
    • Start_Date_vod

    Read

    Content_Type_vod

    Read

    Content_Type_vod

    • External_Id_vod
    • Name

    Read

    Multichannel_Consent_vod

    CRU

    Approved_Email_vod

    • Channel_Value_vod
    • Consent_Line_vod
    • Consent_Text_vod
    • Consent_Type_vod
    • Content_Type_vod
    • Disclaimer_Text_vod
    • Mobile_ID_vod
    • Opt_Type_vod
    • Product_vod
    • RecordType
    • Signature_vod
    • Sub_Channel_Key_vod

    Edit

    Country_vod

    Read

    Country

    n/a

    n/a

    User

    n/a

    n/a

    Consent_Admin_vod

    Read

    Account

    n/a

    n/a

    Country_vod

    Read

  3. Grant access to the following Visualforce pages:
    • Consent_Capture_vod
    • View_Multichannel_Consent_Signature_vod

Approved Email Integration Users

To configure Consent Capture for integration users:

Grant the following permissions:

Object

OLS

Record Types

Fields

FLS

Consent_Line_vod

CRUD

n/a

  • Content_Type_vod
  • Content_Type_Display_Name_vod

Edit

Content_Type_vod

CRUD

n/a

n/a

n/a

Multichannel_Consent_vod

CRUD

Approved_Email_vod

Content_Type_vod

Edit

General Configuration

Configure the following:

  1. Ensure all picklist values for the following fields are activated:
    • Consent_Header_vod
    • Language_vod
    • Status_vod
    • Consent_Type_vod
    • Consent_Expires_In_vod
    • Default_Consent_Type_vod
    • Product_Preference_vod
    • Multichannel_Consent_vod
    • Opt_Type_vod
  2. Add the following fields to the Consent_Header_vod page layout:
    • Consent_Header_Help_Text_vod
    • Country_vod
    • Inactive_Datetime_vod
    • Language_vod
    • RecordType
    • Status_vod
    • Subscription_Option_vod
  3. Add the Consent Types Related List to the Consent_Header_vod page layout.
  4. Add the Consent_Custom_Duration_vod field to the appropriate Consent_Type_vod page layout.
  5. Add the Consent Lines Related List to the appropriate Consent_Type_vod page layout.
  6. Ensure the Consent_Type_vod page layout is 1-column. This determines the order in which the fields display when confirming consent changes.
  7. To make the zvod_Consent_Default_Consent_Text_vod and zvod_Signature_Capture_vod fields required, select the Required check box for each field’s properties on the appropriate Consent_Type_vod page layout.

  8. Add the following fields to the Consent_Line_vod page layout for the Content_Type_vod record type:
    • Content_Type_vod
    • Content_Type_Display_Name_vod
  9. Add the External_Id_vod field to the Content_Type_vod object page layout.
  10.  Add the following fields to the appropriate Multichannel_Consent_vod page layout:
    • Channel_Value_vod
    • Consent_Line_vod
    • Consent_Text_vod
    • Consent_Type_vod
    • Content_Type_vod
    • Disclaimer_Text_vod
    • Opt_Type_vod
    • Product_vod
    • RecordType
    • Signature_vod
    • Sub_Channel_Key_vod
  11. Add the View_Multichannel_Consent_Signature_vod Visualforce page to the appropriate Multichannel_Consent_vod page layout.
  12. Add the Consent Capture button to the appropriate Person Account page layout.
  13. Enable Full Sync VMOCs for the appropriate platforms for the following objects:
    • Consent_Header_vod
    • Consent_Type_vod
    • Consent_Line_vod
    • Content_Type_vod
    • Multichannel_Consent_vod
    • Country_vod

Admins should not add the Multichannel Consents Related List to Account page layouts. This prevents the users from editing Multichannel_Consent_vod records via the related list. Users can view an account's consent for channels from the Consent Summary screen.