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            About Consent Templates

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            About Consent Templates

            Create reusable templates to capture preferences based on the objects that you want to use to store the consent information. You can also structure how your preference forms collect consent based on your brands, data use purposes, and subscriptions.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic in Developer, Enterprise, Performance, and Unlimited Editions

            Use consent templates for a streamlined approach to using consent objects, without the advanced customizations of the Apex-based method. When you create and activate a consent template, you can use it to populate a new preference form.

            Basic Consent Template

            This template tracks consent preferences at the field level, and it stores the preferences in standard or custom objects. To create a basic consent template, choose an object, then select up to 30 fields on that object to track. You can only include Boolean or picklist fields in basic consent templates.

            When used to generate forms in Experience Cloud sites, the basic template requires an associated access token regardless of whether the user is logged in. The template loads values from a record that's identified by the access token. If a token isn't included in the form's URL, then the form can't load.

            Image shows how to pick fields for template
            Example
            Example You create a template to track fields on the Contact object that indicate how a customer wants to be contacted. When you create a form with this template, your customer chooses their preferences for the fields that you included, such as Do Not Call and Fax Opt Out.

            Channel Consent Template

            This template type tracks preferences for contact point types, such as phone, web, and social. Channel consent templates read and update preferences on the Contact Point Type Consent and Individual objects. To create a channel consent template, choose the brands and data use purposes that you want to track preferences for. Then select the channel types to track for each data use purpose within each brand. The bulk selection option is an easy way to select a channel type across multiple data use purposes.

            When a contact point type option is selected on a preference form, a record is created on the Contact Point Type Consent object. The Privacy Consent Status on the record is set to opt in. If a contact point type option isn’t selected, the Privacy Consent Status on the record is set to opt out.

            Example
            Example You create a Channel Consent Template for the marketing department of your parent org to track contact preferences across your two brands, Acme and Global Media. When you create a form with this template, your customers can select the channel types that they want both brands to contact them through. For instance, a customer can opt to receive emails from Acme and physical mail from Global Media at home.

            Detailed Consent Template

            This template type tracks preferences for the contact points email, phone, and address. Detailed consent templates read and update preferences on the Contact Point Consent object. Choose the brands and data use purposes that you want to track preferences for, then select the channel types to track for each data use purpose within each brand. The bulk selection option is an easy way to select a channel type across multiple data use purposes.

            When a contact point option is selected on a preference form, a record is created on the Contact Point Consent object with the Privacy Consent Status set to opt in. If a contact point option isn’t selected, the Privacy Consent Status on the record is set to opt out.

            Example
            Example You create a Detailed Consent Template for the marketing department of your parent organization to track contact preferences across your two brands, Acme and Global Media. When you create a form with this template, your customers can select how they want both brands to contact them by using contact details listed in their profile. For instance, a customer can choose to receive marketing emails from Acme to their personal email and physical mail from Global Media at work.

            Communication Subscription Consent Template

            This template type tracks preferences for contact channel types on selected communication subscriptions, so customers can opt in to recurring communications. Communication Subscription consent templates read and update preferences on the Communication Subscription Consent object. Choose the brands and communication subscriptions that you want to track preferences for, then select the channel types to track for each subscription.

            When a contact point option is selected on a preference form, a record is created on the Communication Subscription Consent object with the Privacy Consent Status set to opt in. If a contact point option isn’t selected, the Privacy Consent Status on the record is set to opt out.

            Example
            Example You create a Communication Subscription Consent Template for the marketing department of your parent organization to track contact preferences across your two brands, Acme and Global Media. When you create a form with this template, your customers can select which contact points listed in their profile that they want both brands to use and for which subscriptions. For instance, a customer can choose to receive weekly blog emails from Acme to their work email and monthly marketing flyers from Global Media to their residence.
             
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