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Configure the Capture Consent Quick Action

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Configure the Capture Consent Quick Action

Streamline the Consent Management workflow and reduce the navigation time by creating a quick action and adding it to the Account or Visit record page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To add a quick action: Life Sciences Commercial Admin permission set

As a prerequisite, make sure that your users have Read and Write access to the CommSubscriptionConsent, CommSubConsentCmplSnpsht, and DigitalSignature objects.

  1. Create a quick action for capturing consent.
    Note
    Note For Action Name, select Capture Consent.
  2. Add the quick action to the Salesforce object’s page layout.
    1. From the object management settings of the Salesforce object for which you created the quick action, select Page Layouts.
    2. Select the page layout you want to add the quick action to.
    3. Drag the Capture Consent quick action from the palette into the Salesforce Mobile and Lightning Experience Actions section.
    4. Save your changes.

See Also

 
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