Engagement channel types, subscription channel pairing and contact points
Key Takeaway
To let HCPs consent to a subscription through a channel, an admin creates a Communication Subscription Channel Type record that pairs the subscription with an Active Engagement Channel Type. A subscription with no Active channel paired to it doesn't appear on the Consent page.
Consent management in Agentforce Life Sciences records which communication subscriptions a healthcare professional (HCP) has agreed to, and through which channels, such as email, SMS, or direct mail. Admins set it up in three linked layers. Field users then see an HCP's consent status and communication preferences in one place.
Three linked pieces
Consent setup has three linked pieces. Each piece has a different job.
| What it is | Created by | |
|---|---|---|
| Engagement Channel Type | A communication method, such as email, SMS, or direct mail | Admin |
| Communication Subscription Channel Type | A record that attaches an Engagement Channel Type to a specific subscription | Admin |
| Contact point value | The channel value a particular HCP is reached at through that method, held on a contact point record such as Contact Point Email, Contact Point Phone, or Contact Point Social | Field user |