Installing the Consent Managed Package

This document describes the steps required to install and configure the Consent Managed Package.

Installation

Follow these steps to install the package:

1. Enter the package installation link obtained from your Pitcher representative. This should redirect you to the login page of Salesforce.com. For Sandbox organizations, swap http://login.salesforce.com with http://test.salesforce.com in the URL.

2. Select Install for Admins Only, Install for All Users, or Install for Specific Profiles, depending on the need.
   

   

3. To verify the package components before installation/upgrade, click on the “View Components” link.

   

4. Check the acknowledgement and click Install to proceed.

5. Once installation is completed, the following screen appears:

   

6. To confirm the successful installation, check the installed packages on the Setup > Apps > Packaging > Installed Packages page.
   

   

7. To verify the package components after a successful installation/upgrade, follow the steps shown below -

   

    

Post Installation

After the Pitcher Consent Managed Package gets installed in the org, you need to perform the following steps:

Step 1 - Setup Consent Management Field History

We recommend setting up Field History inside sensitive fields like Status, Signature Date, Revoked Date. or fields like Channels Opt Type.

Step 2 - Custom Metadata Records

The following custom metadata records must be created to set up functionalities like Remote Consent, Double Opt-in, or Market-specific settings. Please review the functional document to have more info:

• Pitcher Consent Org Wide Settings

• Pitcher Consent Management Settings

• Remote Consent Multi-Lang Email Config

• Double Opt-In Multi-Lang Email Config

Step 3 - Setup Email Templates

In case to use Remote or Double Opt-in features, Email templates should be created with your branding to support and send the emails to your customers.

For more details, please check https://help.salesforce.com/s/articleView?id=sf.admin_emailtemplates.htm&type=5

Step 4 - Add Org Wide Email Addresses

Setup “Org Wide Email address” to send Remote Consent or Double Opt-in emails based on your preferences.

Step 5 - Setup SCB_Consent Reminder Job

If your organization is using Remote Consent and Double Opt-in Consent, the following apex class needs to be scheduled to send reminders based on your requirements.

In addition to scheduling the job to ensure which records are taken into consideration in each batch, ensure the following Org Wide Setting is available and filled:

• Pitcher Consent Org Wide Settings → Reminder Batch: Days Record Old → Default value as 5 days

Step 6 - Enable Reminder Batch Debugging

• If you want to monitor the batch processing for each of the consent log records then proceed with the below steps -

• Setup → Custom Metadata Types → Go to Pitcher Consent Org Wide Settings

• Open the System_Setting record

• Click Edit -> update the Enable Debugging? checkbox as checked.

• Save

Note - Once the debugging is enabled the Debug files will be attached to the consent record under the Notes & Attachments Related List.

Step 7 - Assignment of Page Layout and Records Types

Consent Log Object

1. Setup → Object Manager → “Consent Log” Object → Page Layouts

2. Click on “Page Layout Assignment”

3. Click “Edit Assignment”

4. Select the respective layout for the respective record type as below -

   1. For the Single Consent record type, select “Single Consent Log Layout.”

   2. For the Multi-Consents record type, select “Multi-Consent Log Layout.”
      

      

5. Click “Next” and select other respective layouts

6. Click “Save”

Step 8 - Add Record Types to Profiles

1. Pre-Step -

   1. From Setup, in the Quick Find box, enter User, and then select User Management Settings.

   2. Disable Enhanced Profile User Interface (skip if already disabled)

2. Go to the Profiles page by navigating to the “Setup” > “Users” > “Profiles” page or by searching for “Profiles” in the Quick Find search box from the Setup page.

3. Select the required Profile from the Profiles page. Here, we select the “Standard User” profile as an example. Please make sure to choose the Profile as per your requirement,
   

   

4. On the Profile page, scroll down to the “Record Type Settings” > “Custom Record Type Settings” section. Assign the following Record Types to these objects by clicking on the “Edit” link for the respective object.

   1. Consent Log: Single Consent (Default), Multi-Consents.
      

      

5. Click “Save”