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Configurations

Use these configuration steps to collect health verifications to return to work.

Overview and Prerequisites

Use these steps to help set up your health verification process:

  • Set up a new custom Object with the recommended name, Health Verification.
  • Enable the Consent Management Objects, including the Individual Object. Go to Setup > Company Information > Data Protection and Privacy.
    • Check the ‘Make data protection details available in records’ checkbox.
    • Save the changes.
  • Create an Authorization Form record and an Authorization Form Text record to capture individuals’ requested consent authorization details for COVID-19 related topics.
  • Create a dedicated screen flow for the health verification process.
  • Create an Experience Cloud Digital Experience page to host the screen flow created for the health verification process.
Note
Note To make it easier to keep permissions data, consider using a separate Salesforce instance when using this solution kit.

New Custom Object Setup

  • New Custom Object
    • Suggested Label: Health Verification
    • Suggested Object Name: Health Verification
    • Data Type: Auto Number
    • If you plan to collect documentation, check the ‘Add Notes and Attachments related list to default page layout’ checkbox.
  • Within the Health Verification object, create these fields.
    • Field Name: Health Verification Method
      • Description: This field describes the method of COVID-19 health status verification being attested to.
      • Field Type: Picklist
        • Proof of Vaccination
        • Negative COVID-19 Test
        • Documentation of COVID-19 Recovery
    • Field Name: Employee (Required) - See the Design Considerations section.
      • Description: This field connects the Health Verification record to the related Employee record.
      • Field Type: Lookup Relationship
    • Field Name: Health Verification Status
      • Description: This field captures the status of the employee’s health verification status based on the submitted information.
      • Field Type: Picklist
        • Not Verified
        • Pending Approval
        • Verified
        • Declined
    • Field Name: Declined?
      • Description: This field captures when the employee declines to go through the health verification process.
      • Checkbox field - Default = False
    • Field Name: Declination Reason
      • Description: This field captures the reason the employee declined an available health verification.
      • Field Type: Picklist
        Note
        Note When using this picklist, consult with your organization’s HR team and legal counsel. They can help you select the appropriate fields to populate for the Declination Reasons, as determined for your particular use cases. HR and legal counsel can also help to ensure compliance with local privacy and healthcare laws, as well as any other applicable laws or guidance
    • Field Name: Health Credential Document Date
      • Description: This field captures the date that the health credential was issued. Verifiers must confirm if this date also reflects the date that the related health event occurred.
        • Field Type: Date
    • Field Name: Verification Date
      • Description: This field captures the date that an organization member verified the end user’s health credential.
        • Field Type: Date and Time
    • Field Name: Health Credential Expiration Date (Optional)
      • Description: This field tracks health verification expirations. For example, how often does an employee require a test? Or, when does a vaccination require a booster based on local health authority guidance?
      • Field Type: Date

Create Consent Management Records

This solutions kit uses Salesforce Consent Management Objects to capture end-user consent for verification. When users accept terms and conditions, a new Authorization Form Consent record is automatically created. First, manually create an Authorization Form record and an Authorization Form Text record to associate with future Authorization Form Consent records. These records are required before you can configure the Health Verification Lightning Flow. The Authorization Form Text record ID is then passed into the flow as a Field Value. There, it automatically creates the Authorization Form Consent record with the correctly attached Authorization Form Text record.

  • Create an Authorization Form record to represent capturing the user’s authorization. Don’t populate the Authorization Form Text lookup field at this time. Save this record before you create an Authorization Form Text record.
    • Required fields: Name
  • Create New Authorization Form Text record
    • Required fields: Name, Authorization Form (Lookup)
    • Recommended fields: Full Authorization Form URL, Summary Auth Form Text, Content Document
  • Update the Authorization Form record with the newly created Authorization Form Text record
    • Recommended fields: Default Auth Form Text (Lookup)

The Authorization Form Text record ID is inserted into the Lightning Flow Accept Journey’s Create Authorized Form Consent record step.

Note
Note When creating the Authorization Form and Authorization Form Text records, consult with your organization’s HR specialist and legal counsel. They can help you include appropriate consent language for your own use cases and ensure compliance with local privacy and healthcare laws.

Set Up Your Health Verification Screen Flow

This Health Verification Lightning Flow consists of three main screen flow steps:

  1. Capture consent acknowledgment.
  2. Capture health verification information.
  3. Capture health verification file upload.

To create a flow, from Setup, in the Quick Find box, enter Flows, and then select Flows. Create a Screen flow from the selection menu. Throughout this section, only some Flow steps contain suggestions for labels. However, admins must name their API convention carefully.

  • Flow Step: Get Records
    • Flow Step Description: Get the employee’s information from the User ID. To access the Employee.UserId lookup field, you must have object-level access to the field.
    • Object: Employee, or Person Account, Contact, or other record where employee information is stored
      • Condition requirements - All Conditions Are Met (AND)
        • Field: UserId
        • Operator: Equals
        • Value: {!$User.Id}
      • Sort Order - Not sorted
      • How Many Records to Store
        • Only the first record
      • How to Store Record Data
        • Automatically store all fields
  • Flow Step: Screen Flow (screen properties and steps are described from top to bottom)
    • Flow Step Description: Create a screen to capture consent acknowledgment
    • Screen Properties
      • Configure Frame
        • Show Footer = True
      • Control Navigation
        • Next or Finish = True
    • Display Text Component
      • Text: Health Verification Form
    • Display Text Component
      • Text: Consent Acknowledgment
    • Display Text Component
      • This flow must include obtaining consent from end users for:
        1. Collection and processing of their personal data, including personal health information, for verification of their COVID health status.
        2. An acknowledgment of relevant information provided to them about the COVID-19 vaccines and their potential risks and benefits.
      • Note
        Note Consult your organization’s legal counsel to include appropriate consent language for your use cases and to ensure compliance with local privacy and healthcare laws, as well as any other applicable laws or guidance.
    • Display Text Component
      • Leave section intentionally blank for spacing
    • Radio Buttons Component
      • Create Choice Resources to use in the Radio Button Component that represents the Accept and Decline paths of the Consent Acknowledgment screen. These Choice Resources are used in the component’s Configure Choices section.
      • Sample Label - I have:
        1. Read and understand the Terms and Conditions as well as the Privacy Notice.
        2. Acknowledge and consent to the processing of my personal data for the purpose of verifying my COVID-19 health status pursuant thereto.
      • Required = True
      • Data Type = True
      • Default Value = No Default Value
      • Configure Choices
        • Let Users Select Multiple Options: No
        • Component Type: Radio Buttons
        • Choice: [Accept Choice Resource]
        • Choice: [Decline Choice Resource]
  • Flow Step: Decision
    • Flow Step Description: Create decision based on user’s consent response on previous screen.
    • Outcome Order
      • Accept
        • Label: Accept
        • Condition Requirements to Execute Outcome
          • All Conditions Are Met (AND)
            • Resource: [Reference the API name of Radio Buttons Component from the Consent Acknowledgment screen]
            • Operator: Equals
            • Value: [Accept Choice Resource]
      • Decline
        • Label: Decline
        • Condition Requirements to Execute Outcome
          • All Conditions Are Met (AND)
            • Resource: [Reference the API name of Radio Buttons Component from the Consent Acknowledgment screen]
            • Operator: Equals
            • Value: [Decline Choice Resources]

Accept Journey

  • Flow Step: Screen Flow (from top to bottom of component)
    • Flow Step Description: Create screen to capture health verification information.
    • Screen Properties
      • Configure Frame
        • Show Footer = True
      • Control Navigation
        • Next or Finish = True
        • Previous = True
    • Display Text Component
      • Text: Health Verification Form
    • Display Text Component
      • Text: Complete the health verification-related questions below.
    • Radio Button Component
      • Create Picklist Choice Resources to use in the Radio Button Component that represents the Health Verification Method picklist field.
      • Label: Health Verification Method
      • Required: True
      • Data Type: Text
      • Let Users Select Multiple Options: No
      • Component Type: Radio Buttons
      • Choice: [Reference Picklist Choice Set Created for Health Verification Method picklist]
    • Display Text Component
      • Text: Enter the Date of Health Verification. If your health verification process requires more than one step, for example, multiple vaccination dates, submit only the information related to the final step of the process.
    • Date Component
      • Configuration
        • Label: Date of Health Verification
        • Require = True
        • Default Value = Blank
        • Set Component Visibility
          • When to Display Component = Always
  • Flow Step: Create Records
    • Flow Step Description: Create Health Verification record
    • How Many Records to Create
      • Select ‘One’
    • How to Set the Record Fields
      • Select ‘Use separate resources, and literal values’
    • Create a Record of this object
      • Object: Health Verification
    • Set Field Values for the Health Verification
      • Field: Employee__c
        • Value: [Reference ‘Get Employee from User ID’ step’s API Name]
      • Field: Health_Verification_Date__c
        • Value: [Reference ‘Date of Health Verification’ screen component’s API Name]
      • Field: Health_Verification_Status__c
        • Value: Select picklist value ‘Not Verified’
      • Field: Health_Verification_Method__c
        • Value: [Reference the Health Verification Method Picklist Choice Set value]
  • Flow Step: Screen Flow (from top to bottom of component)
    • Flow Step Description: Create screen to capture health verification file upload.
    • Screen Properties
      • Configure Name
        • Show Footer = True
      • Control Navigation
        • Next or Finish = True
        • Previous = True
    • Display Text Component
      • Text: Health Verification Form
    • Display Text Component
      • Upload a file to provide proof of your health verification. File extensions accepted: .jpeg, .jpg, .png, .pdf.
    • File Upload Component
      • File Upload Label: Upload your vaccination card below:
      • Accepted Formats: .jpeg, .jpg, .png, .pdf
      • Related Record ID: [Reference API name from ‘Create Step - Create Health Verification record’]
    • Set Component Visibility
      • When to Display Component
        • Always
  • Flow Step: Create Records
    • Flow Step Description: Create Authorized Form Consent record
    • How Many Record to Create
      • Select ‘One’
    • How to Set the Record Fields
      • Select ‘Use separate resources, and literal values’
    • Create a Record of this Object
      • Object: Authorization Form Consent
    • Set Field Values for the Authorized Form Consent
      Note
      Note Prior to using and implementing this flow, consult with your organization’s legal counsel. Confirm whether your organization is permitted by law to collect proof of COVID vaccination or other health status.
      • Field: [AuthorizationFormTextID record ID created in the ‘Create Consent Management Records’ section]
      • Field: ConsentCapturedDataTime
        • Value: {!$Flow.CurrentDate}
      • Field: ConsentCaptureSource
        • Value: Health Verification Flow
      • Field: ConsentCaptureSourceType
        • Value: Web
      • Field: ConsentGiverID
        • Value: [Reference the Employee’s related Individual ID through the ‘Get Record - Get the Employee’s information from the User ID’ step]
      • Field: Name
        • Value: [Reference the Employee Name variable through the ‘Get Record - Get the employee’s information from the User ID’ step]
      • Field: Status
        • Value: Select picklist value ‘Seen’
  • Flow Step: Screen Flow
    • Flow Step Description: Create screen to display confirmation
    • Screen Properties
      • Configure Frame
        • Show Footer = True
      • Control Navigation
        • Next or Finish = True
        • Previous = True
    • Display Text Component
      • Text: Health Verification Form
    • Display Text Component
      • Text: Thank you for submitting your heath verification attestation.

Decline Journey

  • Flow Step: Screen Flow
    • Flow Step Description: Create screen to capture declination reason.
    • Screen Properties
      • Configure Frame
        • Show Footer = True
      • Control Navigation
        • Next or Finish = True
        • Previous = True
    • Display Text Component
      • Text: Health Verification Form
    • Display Text Component
      • Text: Indicate your reason for declining:
    • Picklist Component
      • Create Picklist Choice Resources to use in the Picklist screen flow component that represents the ‘Declination Reason’ picklist field.
      • Label: Declination Reason
      • Data Type: Text
      • Default Value: No Default Value
      • Select Choices
        • Choice: [Reference Picklist Choice Set Created for Declination Reason picklist]
      • Set Component Visibility
        • When to Display Component: Always
  • Flow Step: Create Records
    • Flow Step Description: Create Health Verification record for declined health verification
    • How Many Records to Create
      • Select ‘One’
    • How to Set the Record Fields
      • Select ‘Use separate resources, and literal values’
    • Create a Record of This Object
      • Object: Health Verification
    • Set Field Values for the Health Verification
      • Field: Declination_Reason__c
        • Value: [Reference the Declination Reason Picklist Choice Set value]
      • Field: Declined__c
        • Value: {!$GlobalConstant.True}
      • Field: Employee__c**** (see Considerations)
        • Value: [Reference ‘Get Employee from User ID’ step’s API Name]
      • Field: Health_Verification_Date__c
        • Value: {!$Flow.CurrentDate}
      • Field: Health_Verification_Status__c
        • Value: Select ‘Declined’ picklist value
  • Flow Step: Display Text Component
    • Flow Step Description: Create screen to display confirmation.
    • Screen Properties
      • Configure Frame
        • Show Footer = True
      • Control Navigation
        • Next or Finish = True
    • Display Text Component
      • Text: Health Verification Form
    • Display Text Component
      • Text: Thank you for submitting your health verification declination.

Congratulations! You’ve configured the employee health verification Lightning Flow to help your organization return to work. It’s now time to test your flow. See Design Considerations - Options for Displaying the Health Verification Flow to Employee’s for options on displaying and testing your Lightning Flow.

See Also