Host your preference form online from Salesforce by using a static web page. Send the web page’s URL directly to your users without creating an external website or Experience Cloud site.
Required Editions
| Available in: Lightning Experience and Salesforce Classic in Developer, Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To use Preference Manager: | ManagePreferenceManager |
To host a preference form directly from Salesforce:
- Add your org’s My Domain login URL to the Cross-Origin Resource Sharing list. For more
information, see Configure Your Domain to Host Preference Forms.
You can find your org’s My Domain login URL on the My Domain page in Setup.
- Create an access token for the user you’re sending the preference form to so that their consent information is updated. For more information, see Create Preference Form Access Tokens.
- From the Preference Manager dashboard, select the Forms tab. In the API Name column of the table, find and copy the API name of the preference form that you want to host.
- Add your org’s My Domain name login URL, the preference form API name, and the access token
to this standard URL:
https://MyDomainLoginUrl/prefmanager/form.jsp?prefManagerName={API NAME}&pctoken={TOKEN}
Example
If your MyDomain login URL is https://Zephyrus.my.salesforce.com, and your preference form name is
Zephyrus_Housing, your URL with an appended access token would be: https://Zephyrus.my.salesforce.com//prefmanager/form.jsp?prefManagerName=Zephyrus_Housing&pctoken=QVM3MDAwMDAwMGxkN01KRjBrQndVT1gwM1BXYTEzdWo3R000ZmNham5pSlVhTDc4OGNxQ2haa2pidEJjRHVjaFK39
Send the URL for the static web page to your user so that they can fill out and submit the preference form.