Consent, communication subscriptions and compliance snapshots
How the Consent page is built from data use purposes, communication subscriptions, engagement channel types and subscription channel types; how captured consent updates CommSubscriptionConsent and records a compliance snapshot and digital signature; and the handlers, batch jobs, permissions and email template fields that keep consent shared and usable.
Given a scenario, implement consent and subscription management for data privacy compliance.
~6 min read · 13 practice questions
What the exam expects
- Build a subscription that appears on the Consent page: data use purpose, communication subscription, engagement channel type and subscription channel type, in order.
- Limit a subscription to an audience with the Filter Attribute List and add a new social platform.
- Predict how capturing consent changes an existing CommSubscriptionConsent record.
- Map compliance snapshot and digital signature fields correctly in an integration.
- Keep consent shared through trigger handlers and realignment batch jobs, and assign the delete permission.
- Configure an email template for consent acknowledgements.
Key terms: Communication Subscription, a consent topic HCPs opt in or out of; Data Use Purpose, the record linking a Life Sciences Marketable Product to a subscription; Engagement Channel Type, a communication method such as email; Communication Subscription Channel Type, the record joining a subscription to a channel; CommSubscriptionConsent, the stored consent per giver, channel and contact point; compliance snapshot (CommSubConsentCmplSnpsht), the compliance information captured at the time of consent.
Key facts
- Detail
- Subscription needs an active engagement channel
- Detail
- Subscription appears for all accounts
- Detail
- Links a Life Sciences Marketable Product to a subscription
- Detail
- Need a Social Platform Provider picklist value
- Detail
- EffectiveToDate blank or on or after today
- Detail
- Can Delete Communication Subscription Consent Compliance Snapshot
- Detail
- NotRequested
- Detail
- CommSubConsentCmplSnpsht, Inquiry or Visit
- Detail
- Default 200
Sources for this section (7)
- Add a Subscriptionhelp.salesforce.com (opens in a new tab)
- Data Use Purposehelp.salesforce.com (opens in a new tab)
- Add a Channelhelp.salesforce.com (opens in a new tab)
- Set Up Consent Managementhelp.salesforce.com (opens in a new tab)
- CommSubConsentCmplSnpshtdeveloper.salesforce.com (opens in a new tab)
- DigitalSignaturedeveloper.salesforce.com (opens in a new tab)
- Consent Batch Jobshelp.salesforce.com (opens in a new tab)
- Which permission set does the subscription setup page list for creating or updating a communication subscription?
- When a consent realignment batch runs without a
batchSize, how many records does each batch take? - When a ProviderAcctTerritoryInfo record is inserted or updated, which handler creates consent and snapshot sharing?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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