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 that needs to be displayed on the Self Service Portal like FirstName, LastName, Email, etc from the 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