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:

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 RecordTypeId 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 RecordTypeId 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 RecordTypeId 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_Type_vod Content_Type_vod Default_Consent_Text_vod Disclaimer_Text_vod Opt_Type_vod Product_vod RecordTypeId Signature_vod Sub_Channel_Key_vod	Edit
Country_vod	CRUD	Country_vod	n/a	n/a
User	n/a	n/a	Consent_Admin_vod	Read
Account	n/a	n/a	Country_vod	Read

3. Create tabs for the following objects:
   • Consent_Header_vod
   • Consent_Type_vod
   • Consent_Line_vod
   • Content_Type_vod
4. Grant access 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:

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 RecordTypeId 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 RecordTypeId 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 RecordTypeId 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 RecordTypeId Signature_vod Sub_Channel_Key_vod	Edit
Country_vod	Read	Country_vod	Alpha_2_Code_vod Country_Name_vod	Read
User	n/a	n/a	Consent_Admin_vod	Read
Account	n/a	n/a	Country_vod	Read

2. 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
• RecordTypeId
• 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.

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.

7. 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
8. Add the External_Id_vod field to the Content_Type_vod object page layout.
9. 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
   • Id
   • Signature_vod
   • Sub_Channel_Key_vod
10. Add the View_Multichannel_Consent_Signature_vod Visualforce page to the appropriate Multichannel_Consent_vod page layout.
11. Add the Consent Capture button to the appropriate Person Account page layout.
12. 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.