Example 3: Consent Management Part I

Example 3 Goals

In this example, we will monitor inbound Relay events looking for TCPA consent changes. If a we receive a consent change event from Relay, we will try and locate the matching Person Account and update it’s consent value - only if it has changed.

IMPORTANT

TCPA consent is to a mobile number not an individual person. This example assumes your backend rules only allow a mobile number to be associated with a single Person Account. If this is not the case, then instead of looking for a single Person Account by the Relay CCID, you should instead look for all Person Accounts that match the mobile number and update each record with the new consent value.

Assumptions

• The Relay Connected App has been configured. This is required to receive push events from Relay.

• TCPA consent is stored in a Person Account record in a custom field called HasConsentedToSMS__c.

• The Person Account has a custom field, RelayCCID__c, that holds the unique ID of the user.

• HasConsentedToSMS__c is of type checkbox

• We will leverage a custom flow resource, ConsentMapping, to convert the Relay consent values to our internal consent value which is a simple checkbox.

Flow Resources

For this example, the following flow resources are required.

IF ({!$Record.CurrentConsent__c} == "Written", true,
   IF ({!$Record.CurrentConsent__c} == "Express", true,
      IF ({!$Record.CurrentConsent__c} == "Stop", false,
        false
      )
   )
)

Flow Logic

(1) Configure the Start Element

• Create a Record-Triggered Flow on the RelayEvents__c record type

• Set the Configure Trigger to A Record is Created

• Set the following Entry Conditions:

  • Conditions Requirements set to All Conditions Are Met (AND)

    • Field → EventType__c → Equals → channel_consent

    • Field → EventSubType__c → Equals → update

(2) Get the Person Account

Try and locate the Person Account that is related to the Relay Event record, identified by the CCID value. As an additional optimization, we will only return the found record if its consent value is different from the Relay Event record.

• Add a Get Records action

Set the Filter Account Records Condition Requirements as follows:

• Condition Requirements set to All Conditions Are Met (AND)

  • Field → RelayCCID__c → Equals → $Record > RelayCCID

  • Field → HasConsentedToSMS__c → Does not Equal → ConsentMapping

  

(3) Check for a Found User

• Add a Decision element

• Add an Outcome that verifies the record was found

  • Resource → {!Get_Record_From_CCID} → Is Null → False

  

(4) If Found, Update the Person Account

If found, update the Person Account record’s consent field checkbox with the new value from the Relay Event.

• Set Variable Values as follows:

  • {!Get_Record_From_CCID.HasConsentedToSMS__c} → Equals → ConsentMapping

(5) Update the Person Account

Add an Update Records element to commit the Person Account changes.