To identify whether a prospect has confirmed their subscription, create a custom prospect field in Account Engagement. This field doesn’t need to sync with Salesforce.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To create custom fields | Account Engagement Administrator role |
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Open the Prospect Fields page.
- In Account Engagement, select Admin | Configure Fields | Prospect Fields.
- In the Lightning app, select Account Engagement Settings | Object and Field Configuration | Prospect Fields.
- Click + Add Custom Field.
- Enter Confirmed Opt-In for the field name.
- For the field type, select Checkbox, and then select the option to use predefined values for the checkboxes.
- Enter a value to indicate confirmation, such as True. To sync with Salesforce, you must add another value, such as False.
- Click Create Custom Field.
Next, create a form handler with a completion action that updates the custom prospect field you created each time someone confirms their subscription.