Add Elements to Request and Save Communication Preferences
Let’s configure the flow to ask customers to specify their privacy settings.
- Click the plus icon between Get User Info and End, and click on the Screen element to configure the element’s general settings.
- For Label, enter
Communication Preferences
. The API Name field is automatically populated based on this entry, and should beCommunication_Preferences
. - Ask customers to specify their privacy settings.
- In the Screen Components pane, click Display Text.
- Click [Display Text] in the preview pane.
- Enter the following values in the fields on the properties pane.
Field | Value |
---|---|
API Name |
|
Text box |
|
4. From the Screen Components pane, click Checkbox three times to add three checkboxes to the preview panel.
5. Click each [Checkbox] element in the preview pane and configure each field as follows:
Field | Value | API Name |
---|---|---|
Label |
|
I_don_t_want_to_be_contacted |
Label |
|
I_don_t_want_you_to_track_my_usage |
Label |
|
I_don_t_want_you_to_track_my_location |
6. Save your work.
Remember that while Salesforce saves these preferences, it’s up to the company to enforce them on behalf of their customers.
Now, let's save these preferences in a newly created Individual record, which is where Salesforce tracks privacy preferences.
- Click the plus icon between Communication Preferences and End Click and click the Create Records element (watch the flow data elements video to learn more).
- For Label, enter
Create Individual
. The API Name field is automatically populated based on this entry, and should beCreate_Individual
. - How Many Records to Create: One
- How to Set the Record Fields: Use separate resources, and literal values
- Create a Record of This Object: Individual
- Add the following fields and values, and click Add Field after each entry:
Field
|
Value |
---|---|
FirstName |
|
LastName |
|
HasOptedOutGeoTracking |
|
HasOptedOutTracking |
|
HasOptedOutSolicit |
|
6. Select the Manually assign variables checkbox.
7. Store Individual ID in Variable {!individualId}
.
8. Save the flow.