Manage Consent via Contact List View (Salesforce Classic)

Overview

A button called Send Consent is available on the Contact List View page to allow users to send Consent requests to one or more Candidates from a List View. This articles walks you through how to manage consent via the Contact List View

Using the Send Consent Button

  1. Select the desired candidates from a Contact List View.
  2. Click on the Send Consent button.
  3. Select the required Consent Types from the pop up that appears and click on Send Consent. The Candidates will receive an email with a request to accept or reject consent.

Admin Note:

These are the steps for adding the new button:

  1. Go to Set up > Build > Customize > Contacts > Search Layouts
  2. Click on the Edit link next to ContactList View.
  3. Add the Send Consent button to the selected list and Save.

Using Consent List Views

Create a new List View

  1. On the Contact List View page click Create New View.
  2. Enter a Name and desired filters.

Search for Candidates who have been sent a specific Consent Type

  1. Click Edit next to a List View or create a new view
  2. Add a Filter for the Consent Type field
    • Example: Consent Type includes "ConsentType1"

View Candidate responses status for a specific Consent Type

  1. Click Edit next to List View or create a new view
  2. Add a Filter for the Consent Type Response Status field
    • Example: Consent Type Response Status includes "ConsentType1 – I Consent"