Add Elements to Request and Save Communication Preferences
Close the Get Records panel. Then configure the flow to ask customers to specify their privacy settings.
- On the path after the Get User Info element, click
. Select the Screen element.
- For Label, enter
Communication Preferences
. The API Name field automatically populates toCommunication_Preferences
.
- Ask customers to specify their privacy settings.
- In the Components pane, select Display Text.
- Click [Display Text] in the preview pane.
- In the Properties pane, enter these values.
- 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.
- Optional: Set the font and color for the privacy prompt text.
- API Name:
- In the Components pane, select Display Text.
- From the Components pane, click Checkbox three times to add three checkboxes to the preview pane.
- Click each [Checkbox] element in the preview pane and configure each field as follows.
- Label:
I don't want to be contacted
; API name:I_don_t_want_to_be_contacted
- Label:
I don't want you to track my usage
; API name:I_don_t_want_you_to_track_my_usage
- Label:
I don't want you to track my location
; API name:I_don_t_want_you_to_track_my_location
- Label:
- Click Done.
Remember that while Salesforce saves these preferences, it’s up to the company to enforce them on behalf of their customers.
Now save these preferences in a newly created Individual record, which is where Salesforce tracks privacy preferences.
- On the path after the Communication Preferences element, click
. Select the Create Records element. (Watch the Data Elements video to learn more.)
- For Label, enter
Create Individual
. The API Name field automatically populates toCreate_Individual
.
- For How to set record field values, select Manually.
- For Object, select Individual.
- Click Add Field as necessary to add these fields and values.
Field |
Value |
---|---|
First Name
|
Select User from Get User Info, then select First Name |
Last Name
|
Select User from Get User Info, 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 |
- Click Save.
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