Workflow

This diagram illustrates the workflow for creating a custom preference center.

• Store data privacy options for leads, contacts, person accounts, and users in the Core Individual object. (1)
• Create custom fields in the Sales or Service Cloud objects. For synchronization purposes, create a record trigger flow (after update) to update Individual objects, or vice versa. (2)
• Map the custom fields to Marketing Cloud Engagement attributes for use in the Profile Center. (3)
• Use the Profile Center webpage with Marketing Cloud Connect. Your subscribers can enter and maintain their personal information that you store. (4)
• Use the Subscription Center web page. Your subscribers can manage the messages that they receive from you. (5)
• Include a link to the Profile Center in every Engagement email to a Salesforce contact, lead, report, or campaign so that customers can manage their attributes and subscription preferences. These changes update Salesforce contact and lead data. (6)

Related Content

Take the next steps in this implementation. Design Considerations Configurations