Question: 1/50
A nonprofit is implementing Nonprofit Cloud and wants staff to capture a supporter’s preferred communication channel (Email, Phone, SMS) and consent status in a way that can be reused across fundraising and program teams. What is the recommended approach?
Create custom fields on the Contact record for channel and consent, and have each team manage updates independently
Use Salesforce Individuals and Consent/Preferences to manage communication preferences centrally and relate them to Contacts
Store preferences in Campaign Member Status values to reflect consent by campaign
Use a single custom object named Preferences with no relationship to standard records to avoid impacting Contact