Privacy Management via Privacy Site URL on Contact and Lead

Prerequisites:

• Add ‘Privacy Site URL’ (Managed Packaged Field) on contact/lead page layout.
• Community configuration
• Custom Metadata settings i.e Site Base UTL must be overridden with “Community Url”.
• Privacy Site Record should be created and at least one site record must be selected as default on Self Service Configuration Tab.
• Individuals should be created and associated with the Contact/Lead record. Users can use Cloud Compliance ‘Grouping Rules for Individual’
• Triggers must be enabled from -> Installed Package -> Cloud Compliance’s Configure Button -> Triggers Tab.
• After meeting the above prerequisites, Cloud Compliance will generate a URL in the “ Privacy Site Url” field of Contact/lead  as below

Now a user can send the contact’s Consent management verified link to the contact’s email address where the user can review his consent and make necessary changes.

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