The Relay package installs a trigger on its own custom object RelayEvents__c. This trigger preforms the following actions:
Locate a matching Account record and associate it with the event
Locate a matching Contact record and associate it with the event
Handle inbound TCPA consent changes of the custom Relay Consent field on the Account record ONLY!
Locate Matching Account Record
To associate the Relay Event record to an Account (or Person Account) record, the Account object must contain a field that contains the Relay CCID value. This could be as simple as the Account ID field or a custom field. The field name must be configured in the Relay Custom Metadata record (see: Configure Custom Metadata). If there are any errors during the account lookup, the field will be left blank.
Locate Matching Contact Record
To associate the Relay Event record to a Contact record, the Contact object must contain a field that contains the Relay CCID value. This could be as simple as the Contact ID field or a custom field. The field name must be configured in the Relay Custom Metadata record (see: Configure Custom Metadata). If there are any errors during the contact lookup, the field will be left blank
Prerequisites for Automatic Inbound TCPA Consent Processing
WARNING
If you do not meet all of the prerequisites, then you must implement the TCPA consent changes yourself. See: Consent Management.
If the Account record can’t be found then the TCPA consent value can’t be updated.
Consent must be stored in an Account record.
The Account record must contain a field that contains the Relay CCID value. See Locate Matching Account Record above.
A custom field exists that contains the Relay CCID value.
The field must be a picklist and accepts the following values: Express, Written, and Stop
The field must be editable (it can not be a formula)
If the prerequisites are met, then the Relay Event Trigger, will automatically update the Relay Consent field with the new value.
NOTE
If you maintain your own, separate TCPA, consent value, you can place your own trigger on the Account record looking for changes in the Relay Consent field. Once a change is detected, your trigger can update your TCPA consent value accordingly. Your TCPA consent value can be stored in any object.