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Install & Setup - Consent Management

Install & Setup - Consent Management

  • Step 1: Install CC Privacy Suite from AppExchange
  • Configure Consent
  • List of Managed Package Fields on Standard Objects
  • Assigning Permission Sets to the Profile
  • Assign CC Guest User and CC Community (Logged In) User Permission set
Configure Consent & Opt-ins

Configure Consent & Opt-ins

  • Include URL rewriter class under on Self Service community
  • Individual Email Field Mapping
  • Individual Field Mapping
  • Journey Builder route
  • Managing Consents – Self Service Management – Cloud Compliance
  • DSAR RTBF – Self Service Management – Cloud Compliance
  • DSAR Portability – Self Service Management – Cloud Compliance
  • Privacy Management via User Friendly Preview URL link on Privacy Site
  • Privacy Management via Privacy Site URL on Contact and Lead
  • Consent Settings for Self Service Consent Management
  • Add Email Consent Link button on a standard object – Contact/Lead
  • Add custom lightning components to the detail page of the Contact/Lead record
  • Consent Audit Log
  • Configure consent for displaying Audience Specific Consents Grids
  • Create Data Use Purpose for Consent Management
  • Custom Settings
  • Page Layout Assignment for Consent Management Object
  • Add Consent Self Service Visual-force Page to Experience Builder
  • Enabling Triggers
  • Grouping Rules for Individual
Integrate - APIs & Mar-Tech

Integrate - APIs & Mar-Tech

  • Create consent based on APEX API
  • Create Authorization Form Consent record using APEX API
  • Automate the default consent creation using APEX API
  • Retrieve the latest consent using APEX API
  • Invocable – Auto Consent Creation – Cloud Compliance
  • REST API – Verified Privacy Policy Link
  • APEX API – Verified Privacy Policy Link
  • Marketing Cloud – Automation Studio
  • Marketing Integration Guide – Cloud Compliance
  • Pardot Integration – Cloud Compliance
  • REST API – Authorization Form Consent Creation – Cloud Compliance
  • REST API – Consent Creation – Cloud Compliance
  • REST API – Consent Retrieval – Cloud Compliance
  • Support For Marketo
  • Triggered Sends for Welcome email
  • Assign CC Guest User and CC Community (Logged In) User Permission set
  • Assigning Permission Sets to the Profile
  • Configure Consent
  • Step 1: Install CC Privacy Suite from AppExchange
  • List of Managed Package Fields on Standard Objects

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