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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. 

  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 automatically populates to Communication_Preferences.
  3. 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.
  4. From the Components pane, click Checkbox three times to add three checkboxes to the preview pane.
  5. 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
  6. 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.

  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 automatically populates to Create_Individual.
  3. For How to set record field values, select Manually.
  4. For Object, select Individual.
  5. 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

  1. Click Save.

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