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            Store Your Captive Finance Customers’ Communication Preferences

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            Store Your Captive Finance Customers’ Communication Preferences

            Store and manage a captive finance customer’s communication preferences for each loan or lease account. Create Communication Subscription Consent records to store the customer’s consent for specific communication channels for specific financial accounts. You can store when and how a customer wants to engage, and the data use purpose such as marketing outreach, payment reminders, or fraud alerts.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To manage communication preferences: Create on Communication Subscription Consent object.

            To use financial account as the business context for a Communication Subscription Consent, enable Vehicle and Asset Finance.

            1. Add details about how a customer has agreed to be contacted by your company. For example, a customer wants to be contacted only by email.
            2. Add details about a customer’s consent to be contacted via a specific contact point. For example, an email address where the customer agrees to receive monthly lease payment statements.
            3. Add details about a customer’s consent via a specific contact point for a specific financial account. For example, a customer wants to only receive phone calls for his lease account but prefers email communication for a loan account.
              See Communication Subscription Objects. For Business Context on a Communication Subscription Consent record, select a financial account.

            You can add additional records such as data use purpose, data use legal basis, and communication subscription timing to add additional details. See Set Up Tracking and Storage of Certain Data Privacy Preferences.

             
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