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 . 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 . 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.
   

6. Select the Manually assign variables checkbox.
   
7. For Store Individual ID in Variable, select individualId.
   
8. Save the flow.
   

Resources

• Flow Video Resource: Data Elements