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Create a Data 360 Subscription Consent Template and Preference Form

Create a Data 360 Subscription Consent Template and Preference Form

Create a Data 360 consent template, activate the template, and use the consent template to create a preference form. Use the form to collect consent from users for email and SMS engagement channel types.

Required Editions

Available in: Lightning Experience and Salesforce Classic in Developer, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To use Preference Manager: Manage Preference Manager

Consent record IDs use a fixed format: <contact point name>#<communication subscription consent type id>. Any value that you enter in the Consent Record Name field doesn’t take effect.

  1. From the Preference Manager dashboard, under Preference Manager, click Consent Templates, and then click New Consent Template.
  2. On the Data 360 tab, select the Subscription template type, and click Next.
    Forms generated from a subscription consent template support consent for either the Email or SMS engagement channel type.
  3. Under Data Stream Source, from the dropdown, select the Salesforce Data 360 source org from where you’re ingesting consent information.
  4. In Engagement Channel Type, select Engagement Channel Type as the data stream and then click Update.
  5. In the Engagement Channel Type search field, enter and select the engagement channel type that you want to include, such as email.
  6. Click Update, and then click Next.
  7. Under Communication Subscription Channel Type, from the Data Stream dropdown list, select CommSubscriptionChannelType and select CommSubscription for the display name.
  8. Click Update. Your Communication Subscription Channel Type options from Data 360 populate.
  9. Move the Communication Subscription Channel Type objects that you want to include to the Selected panel, and then click Next.
  10. Give your consent template a name, and click Save & Activate.
  11. Navigate to the Privacy Center Preference Manager tab.
  12. Create a template-based preference form using the Data 360 Subscription Consent template.