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Confirmation email to an HCP after consent capture

Key Takeaway

To send an automatic confirmation email after consent capture, select "Template for consent acknowledgment" on the email template. Then create an Apex trigger on the Communication Subscription Consent object that sends the email when a consent record is created or updated.

A consent confirmation email is a personalized follow-up email sent to a healthcare professional (HCP) after their consent or signature is captured in Life Sciences Cloud for Customer Engagement. The email goes out automatically. You build it from three pieces: an email template marked for consent acknowledgment, a metadata cache configuration, and an Apex trigger on the Communication Subscription Consent object.

Permission and availability

Setting up Consent Management features and objects requires the "Life Sciences Commercial Admin" permission.

Consent confirmation emails are available in Lightning Experience on Enterprise and Unlimited Editions with the following:

  • Life Sciences Cloud
  • The Life Sciences Cloud for Customer Engagement Add-on license
  • The Life Sciences Customer Engagement managed package
Agentforce Life Sciences Consultant Study Guide

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Given a scenario, implement consent and subscription management for data privacy compliance

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