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Set Up Consent Management
Capture and track the healthcare professional's consent for communication channels and subscription preferences. Define consent statuses, signature requirements, geolocation settings, and filtering rules to make sure that your outreach activities comply with the applicable regulatory requirements.
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 set up Consent Management: | Life Sciences Commercial Admin |
The Consent page in the Life Sciences Cloud for Customer Engagement app creates connected communication subscription records and related object data:
- Communication Subscription
- Engagement Channel Types
- Communication Subscriptions Channel Types
- Data Use Purpose
- Compliance Statement Definition
- Communication Subscription Consent
- Communication Subscription Compliance Snapshot
- Contact Point Address
- Contact Point Phone
- Contact Point Email
- Contact Point Social
- Digital Signatures
Make sure that users accessing the consent feature, such as field sales representatives, have the necessary permissions to access these objects. These objects might not be included in a standard permission set.
CommSubscriptionCommSubscriptionChannelTypeCommSubscriptionConsentCommSubConsentCmplSnpshtEngagementChannelTypeDigitalSignatureDataUsePurposeComplianceStatementDefLifeSciMarketableProductLifeSciProductAcctRstrcHealthCareProviderContentDocumentContentVersionContentDocumentLink
Note
- A user can save consent only with the Opt In or Opt Out status. When consent is captured, Salesforce checks for an existing active CommSubscriptionConsent record that matches the consent giver, communication subscription channel type, and contact point. If an active match exists, Salesforce updates the record with the latest privacy status, capture date and time, and communication subscription consent compliance snapshot reference. A record is active when EffectiveToDate is blank or on or after the current date.
- Locking the consent capture page prevents healthcare professionals from navigating to other pages while signing the consent form.
- From the App Launcher, select Life Sciences Commercial.
- Click Admin Console.
- On the Life Sciences Customer Engagement Setup page, select Consent Administration.
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Configure these general settings based on your requirements.
- Enable users to add multiple values for consent channels.
- Allow users to select ‘Not Asked’ as the consent status.
- Allow sales reps to lock the consent capture screen.
- Allow users to view the signature captured in consent’s last update.
- Don’t ask for confirmation when opting out of a subscription.
- In the Signature Section, specify the signature requirement.
- Choose whether to capture geolocation data during consent signing.
- Configure the attachment requirements for desktop and mobile.
- In the Product Restriction section, select Show restricted products to enable users to view inactive subscriptions for restricted products.
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Select the fields that filter and restrict subscriptions to specific territories.
If a territory isn't available, select the account field to filter by instead.
- Configure the subscription filters.
- Configure the disclaimer filters.
- Configure the terms and conditions filters.
- Save your changes.
- 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.
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