Set Up Contact Preferences

You can set up the Accounts and Contacts profile pages so that salespeople can capture contact preferences, such as do not call preferences.

Use Application Composer to expose the Manage All Phones and Manage All Emails dialog windows. Then use Page Composer to expose the OK to Call, Do Not Call, and (optional) Reason fields.

Set Up UI Elements to Capture Preferences

Enable Manage All Phones and Manage All Emails dialog windows so that salespeople can set contact preferences for accounts and contacts. You can enable them on the Create Contact and Edit Contact: Profile pages and on the Create Account page (Manage All Phones only) and Edit Account: Profile page.

Set up OK to Contact preference for a specific phone, email, or address of a contact. Identify if a contact has made a choice to be contacted, or has made no choice. The OK to Call and OK to Email options are mutually exclusive with the Do Not check box. Only one can be enabled for a given contact.

Here's a procedure that uses the Contacts pages as an example. Modify it for Accounts by navigating to the Accounts object in Application Composer and editing the Creation Page and Details page layouts.

Here's how to enable all phones and emails.

1. Ensure that you're working in an active sandbox.

2. Click Navigator > Configuration > Application Composer.

3. In the navigation tree, expand Standard Objects, Contact, and then Pages.

4. Ensure that the Application Pages tab is active.

5. In the Creation Page Layouts section, in the Create Contact table, duplicate the Standard Layout. Name the new layout and edit it.

6. In the Creation Layout page, click the Edit icon that appears next to Create Contact.

7. Select and move fields from the Available Fields column to the Selected Fields column, depending on your requirements.

   This table shows the fields:

   Fields	Description
   Do not contact	Enables the Do not contact check box in the contact Profile page. Lets salespeople set a blanket do not contact preference at the contact level. This signifies that this contact must not be contacted at all.
   Do not call	Enables the Do not call check box in the contact Profile page. Lets salespeople set the contact preference at the phone level for a contact.
   Do not email	Enables the Do not email check box in the contact Profile page. Lets salespeople set the contact preference at the email level for a contact.
   Do not mail	Enables the Do not mail check box in the contact Profile page. Lets salespeople set the contact preference at the physical mailing address level for a contact.
   All phones	Enables the All phones icon in the Create or Edit Contact page, and enables the Manage All Phones dialog window that appears when users click this icon.
   All emails	Enables the All emails icon in the Create or Edit Contact page, and enables the Manage All Emails dialog window that appears when users click this icon.

8. Click Save and Close.

9. Click Done.

   Note: If you want the contact preference fields to appear in the Create Contact page, then you must perform steps 1 to 9. If you want the fields to appear in the Edit Contact page, then you must also perform steps 10 to 15.

10. In the Details Page Layouts section, in the Edit Contact table, copy the Standard Layout. Name the new layout and edit it.

11. In the Details Layout page, click the icon that resembles the Profile icon.

12. Click the Edit icon that appears next to Edit Subtab: Summary.

13. Select and move fields from the Available Fields column to the Selected Fields column, depending on your requirements.

14. Click Save and Close.

15. Click Done.

16. Publish the sandbox according to your company's business practices.

Set Up UI Elements to Capture Preferences for Different Phones and Email Addresses

You can enable UI elements that let salespeople capture preferences for contacts and accounts at the phone and email level. You can also enable a Reason field for the preference.

Note: You must first enable the All phones and All emails fields in Application Composer (see the previous procedure). Then you enable the additional UI elements using Page Composer.

This procedure uses the phone contact method as an example. Modify it for the email contact preference UI elements:

1. Ensure you're working in an active sandbox the supports Page Composer.

2. Navigate to Sales > Contacts.

3. Activate Page Composer: From the drop-down list under your user name in the global header, select Edit Pages.

   When Page Composer is active, the phrase Editing: User Interface displays at the top of the page.

4. In the Contacts landing page, search for and select a contact.

5. Click the name of the contact to open the edit page. In the Edit Contact page, click the Profile icon.

6. In the Profile page for the contact, click the edit icon for All phones.

7. In the Editing: User Interface dialog window, click the Select tab at the top of the page.

8. In the Manage All Phones dialog window, click any one of the columns, such as Primary, Type, or Number columns and select the Edit Parent Component option in the dialog box.

9. In the Component Properties dialog window, click the Children tab.

10. Select the Do Not Call or OK to Call options, and, optionally, the Reason.

11. Click Apply and then OK. Notice that the Do Not Call, OK to Call, and Reason columns (if selected) are now visible in the Manage All Phones dialog window.

12. In the Editing: User Interface window, click the Add Content tab.

13. In the Manage All Phones dialog window, click OK.

14. Click the edit icon next to the All phones field to verify your changes.

15. Click Close to close Page Composer.

16. Publish the sandbox according to your company's business practices.