Individual Email Field Mapping

Prerequisites for Self Service Privacy Management

Before starting the Self-Service of Privacy Management –

  • Install the Cloud Compliance Application from the AppExchange. Configure the Grouping Rules of Individuals. Refer Grouping Rules for Individual.
  • Consent Management features of Cloud Compliance with reference to the Consent Management.
  • There should be at least one community created.

Note: For community creation details please click on the following link. Setup & Manage Community

  • The Site Base URL must be overridden with a Community URL.
  • At Least one Privacy Site record must be created for default purposes.

Self Service Configuration :    

Click on the ‘Configure’ button on the Installed Packages page. Go to Self Service Tab.

There are three different sections in the Self Service Configuration tab –

  • Consent Setting
  • Individual Email Field Mapping 
  • Individual Field Mapping.

Select Individual Email Field Mapping

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You can add the field those needs to be displayed on Self Service Portal like FirstName, LastName, Email, etc from Action drop-down of this mapping.

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  • Click on the Set Display Field. Add the fields of interest and Save.
     
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  • This field’s value will be visible on Self Service Portal

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