Salesforce Docs Portal

Generate Tokens for User Contact Points

To associate consent forms with individual users, generate access tokens from email or phone contact points. Access tokens are embedded in consent form URLs, allowing users to view their personalized forms without logging in.

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
  1. Log in to Workbench or any app used for running API calls in your Salesforce org.
  2. If you’re using Workbench, go to Rest explorer.
  3. Create a POST request for the token API using these specifications.
    HTTP Method POST
    Endpoint /services/data/v60.0/consent/prefcenter/token
    Payload 
    {
   "ids": [
     "test@salesforce.com"
     "demo@salesforce.com"
     "sample@salesforce.com"
   ],
   "tokenType": "DATACLOUDID",
   "dataCloudTokenIdType": "EMAIL"
}

    Insert the contact point values in the "ids" section. The supported formats for dataCloudTokenIdType are  INDIVIDUAL, ADDRESS, PHONE, and EMAIL.

    For example, if you want to capture consent against contact point email, then add the email addresses under ids and enter EMAIL as the dataCloudTokenIdType.

  4. When the tokens are generated, save them as a custom field on the contact point email records.