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:
- Select the Consent_Admin_vod check box on the appropriate User record to designate a user as a consent admin.
- Grant the following permissions:
- Consent_Header_Help_Text_vod
- Country_vod
- Inactive_Datetime_vod
- Language_vod
- Name
- RecordType
- Status_vod
- Subscription_Option_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
- 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
- External_Id_vod
- Name
- 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
- Create tabs for the following objects:
- Consent_Header_vod
- Consent_Type_vod
- Consent_Line_vod
- Content_Type_vod
- Grant access to the following Visualforce pages:
- Consent_Capture_vod
- View_Multichannel_Consent_Signature_vod
Object |
OLS |
Record Types |
Fields |
FLS |
---|---|---|---|---|
Consent_Header_vod |
CRUD |
Consent_Header_Default_vod |
|
Edit |
Consent_Type_vod |
CRUD |
Approved_Email_vod |
|
Edit |
Consent_Line_vod |
CRUD |
|
|
Edit |
Content_Type_vod |
CRUD |
Content_Type_vod |
|
Edit |
Multichannel_Consent_vod |
CRUD |
Approved_Email_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 |
End Users
Users must be fully configured to view the Consent Summary screen and accurately capture consent.
To configure Consent Capture for end users:
- Grant the following permissions:
- Consent_Header_Help_Text_vod
- Country_vod
- Inactive_Datetime_vod
- Language_vod
- Name
- RecordType
- Status_vod
- Subscription_Option_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
- 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
- External_Id_vod
- Name
- 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
-
Alpha_2_Code_vod
-
Country_Name_vod
- Grant access to the following Visualforce pages:
- Consent_Capture_vod
- View_Multichannel_Consent_Signature_vod
Object |
OLS |
Record Types |
Fields |
FLS |
---|---|---|---|---|
Consent_Header_vod |
Read |
Consent_Header_Default_vod |
|
Read |
Consent_Type_vod |
Edit |
Approved_Email_vod |
|
Read |
Consent_Type_vod | n/a | n/a |
zvod_Consent_Default_Consent_Text_vod |
Edit |
Consent_Line_vod |
Read |
|
|
Read |
Content_Type_vod |
Read |
Content_Type_vod |
|
Read |
Multichannel_Consent_vod |
CRU |
Approved_Email_vod |
|
Edit |
Country_vod |
Read |
Country |
|
n/a |
User |
n/a |
n/a |
Consent_Admin_vod |
Read |
Account |
n/a |
n/a |
Country_vod |
Read |
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 |
|
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:
- 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
- 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
- Add the Consent Types Related List to the Consent_Header_vod page layout.
- Add the Consent_Custom_Duration_vod field to the appropriate Consent_Type_vod page layout.
- Add the Consent Lines Related List to the appropriate Consent_Type_vod page layout.
- Ensure the Consent_Type_vod page layout is 1-column. This determines the order in which the fields display when confirming consent changes.
- 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
- Add the External_Id_vod field to the Content_Type_vod object page layout.
- 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
- Add the View_Multichannel_Consent_Signature_vod Visualforce page to the appropriate Multichannel_Consent_vod page layout.
- Add the Consent Capture button to the appropriate Person Account page layout.
- 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
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.
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.