In the Nonprofit Success Pack, navigate to the Contact record of the person you want to mark as deceased. Click Edit. Select Deceased. Click Save. When you save the record, Salesforce automatically selects the Do Not Contact, Do Not Call, and Email Opt Out fields. In addition, Salesforce removes the Contact from all Household name fields.
Full Answer
Step 1: Create the Lightning Component
To start off, I created a Lightning Component to display a simple banner at the top of a record page. The code that follows below after shows each part of the component in case you’d like to build anything similar. The main points of the component are:
Step 2: Add Component to Record Pages
Once the component is created, it’s time to add it to the record pages.
Summary
It’s all well and good capturing communication preferences, but if a salesperson cannot quickly see if they can or cannot contact someone, it defies the point of having communication preferences in the first place.
