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Durée estimée

Environ 10 min

Thèmes

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Demander à la communauté

Comptez un délai de 24 à 48 heures pour obtenir une réponse de la part du service d'aide ou de la communauté.

Add Elements to Request and Save Communication Preferences

Let’s configure the flow to ask customers to specify their privacy settings. 

  1. On the path after the Get User Info element, click Add Element. Select the Screen element.
  2. For Label, enter Communication Preferences. The API Name field is automatically populated based on this entry, and should be Communication_Preferences.
  3. Ask customers to specify their privacy settings.
    1. In the Screen Components pane, click Display Text.
    2. Click [Display Text] in the preview pane.
    3. Enter the following values in the fields on the properties pane.
      • API Name: privacyPrompt
      • Text box: We value your privacy! Let us know if you’d like us to contact you, know about your location, or track your portal usage to improve performance.
  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:

    Label

    API Name

    I don't want to be contacted I_don_t_want_to_be_contacted
    I don't want you to track my usage I_don_t_want_you_to_track_my_usage
    I don't want you to track my location 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.

  1. On the path after the Communication Preferences element, click Add Element. Select the Create Records element. (Watch the Data Elements video to learn more.)
  2. For Label, enter Create Individual. The API Name field is automatically populated based on this entry, and should be Create_Individual.
  3. For How to set record field values, select Manually.
  4. For Object, select Individual.
  5. Add the following fields and values, and click Add Field after each entry.

Field

Value

First Name

select UserInfo, then select First Name

Last Name

select UserInfo, then select Last Name

Block Geolocation Tracking

select Communication Preferences, then select I don't want you to track my location

Don’t Track

select Communication Preferences, then select I don't want you to track my usage

Don’t Market

select Communication Preferences, then select I don't want to be contacted

  1. Select the Manually assign variables checkbox.
  2. For Store Individual ID in Variable, select individualId.
  3. Save the flow.

Resources

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