Enable personal data storage

This org-wide feature requires R39 or higher. To determine the release installed in your org, see Installed Packages.

If you work in a country (for example, Russia) that requires storing a copy of contact data, a corporate administrator can enable the personal data storage feature. Contact data can be written to a global or property specific database.

• A global record stores contact information for multiple properties.
• When property specific databases are required, users can assign the appropriate properties that should receive information for each contact (up to 10 different locations for a given contact).

Good to know about Personal Data Storage Settings

• You can't select both global and property in the same entry.
• Both global and property entries can be used in the same org.
• Only one global entry is allowed in an org.
• A property can only be assigned to one entry.

To enable this functionality you must complete the following steps:

1. Add the New Contact (Personal Data Store) button to the Contact and Account layouts
2. Update the Contact page layout
3. Create a custom tab for the Personal Data Storage Settings object
4. Add the Property and Global fields to the Personal Data Storage Settings page layout
5. Update Property Data Store Permissions
6. Update Property Data Store Sharing Settings
7. Add each storage location URL to the Remote Site Settings
8. Add login credentials for the database storage location
9. Create a custom tab for the Processor object
10. Enable the Personal Data Storage Processor

To add the New Contact (Personal Data Store) button

When users create a new contact whose information needs to be stored, the New Contact (Personal Data Store) button must be selected instead of the New Contact button.

1. Got to Setup > Customize > Contacts > Search Layouts > and edit the Contacts List View.
2. Under Custom Buttons add New Contact (Personal Data Store) to selected buttons.
3. Click Save.
4. Go to Setup > Customize > Accounts > Page Layouts > and edit the Delphi.fdc Account Layout.
5. Navigate to the Contacts related list and click the wrench.
6. Click + to expand the Buttons section. In Available Buttons, select New Contact (Personal Data Store), add it to Selected Buttons, and then click OK.
7. Click Save.

   

To update the Contact page layout

1. Go to Setup > Customize > Contacts > Page Layouts and edit the Delphi.fdc Contact Layout.
2. From Fields, select Send to Personal Data Store and add it to the page layout at the bottom of the right column of the first page section.
3. Go to Related Lists, drag the Contact Property Data Stores related list onto the layout, and then click the wrench.
4. Click + to expand the Buttons section. Clear the New and Change Owner checkboxes.
5. In Available Buttons, select Add Property Data Store,Add it to Selected Buttons, and then click OK.
6. Click Save.

To create a custom tab for personal data storage settings

1. Go to Setup > Create > Tabs > New and select Personal Data Storage Settings from the Object drop down list.
2. Select a Tab Style and click Next.
3. In the Apply one tab visibility to all profiles picklist, select Default Off. Now select Apply a different tab visibility to each profile.
4. Select Default On for Event Only Corporate Administrator, Sales and Catering Corporate Administrator, and System Administrator, click Next.
5. Clear the Include Tab checkbox, and then select to include Amadeus Delphi, Amadeus Delphi - Events Only, and Amadeus Support.
6. Click Save.

To edit the Personal Data Storage Settings layout

1. Go to Setup > Create > Objects and select Personal Data Storage Settings.
2. Point to the Page Layouts related list and click Edit by Personal Data Storage Settings Layout.
3. Drag the Property and Global fields onto the layout.
4. Click Save.

To edit Contact Property Data Store Permissions

1. Go to Setup > Administrator > Manage Users > Profiles and click Sales and Catering Corporate Administrator.
2. Select Object Settings and click Contact Property Data Stores.
3. Click Edit and enable Object Permissions for Read, Create, Edit and Delete.
4. Click Save.
5. Repeat steps 1 through 4 for each Delphi Profile.

To update Property Data Storage Sharing Settings

1. Go to Setup > Create > Objects and click Contact Property Data Store.
2. In Custom Fields and Relationships click Edit next to Property.
3. Under Sharing Setting select Read Only: Allow users with at least Read access to the Master record to create, edit or delete related Detail records.
4. Click Save.

To add a remote storage location to the remote site settings

After the remote storage locations have been configured by your company's IT Department, you will add the URL to the Remote Site Settings.

1. Go to Setup > Security Controls > Remote Site Settings and click New Remote Site.
2. Enter the database name in Remote Site Name.
3. Enter the URL for the remote site database in Remote Site URL.
4. Click Save.

To add login credentials for Personal Data Storage Settings

1. Go to All Tabs (+), select Personal Data Storage Settings, and click New.
2. Enter the Name of the storage facility or location, for example the company name for a global database or the property name for a local database on site.
3. Enter the Storage Location URL supplied to you by your IT Department.
4. Select the Global checkbox if the database is global, or lookup the Property if the database is property specific.
5. Enter the Username and Password to access the database (supplied to you by your IT Department).
6. Click Save.

To create a custom tab for Processors

1. Go to Setup > Create > Tabs > New and select Processor from the Object drop down list.
2. Select a Tab Style and click Next.
3. In the Apply one tab visibility to all profiles picklist, select Default Off. Select Apply a different tab visibility to each profile.
4. Select Default On for Event Only Corporate Administrator, Sales and Catering Corporate Administrator, and System Administrator, click Next.
5. Clear the Include Tab checkbox, and then select to include Amadeus Delphi, Amadeus Delphi - Events Only, and Amadeus Support.
6. Click Save.

To enable the personal data storage processor

The personal data storage processor is used to continually attempt to write to, or remove contact information from, storage when initial attempts have failed.

There are two different message types associated with the personal data storage processor: StoreRecord and DeleteRecord.

• If a contact is created with the send to personal data store checkbox selected, and if the contact information fails to write to the database, then a StoreRecord message will be created.
• If an existing contact that has the send to personal data store checkbox selected, and is changed, and the contact record information fails to write to the database, then a StoreRecord message will be created.
• If an existing contact that has the send to personal data store checkbox selected, is deleted, and if the contact information fails to be removed from the database, then a DeleteRecord message will be created.

1. Go to All Tabs (+) and select Processors.
2. Select the All view and click Go.
3. Click Edit next to Personal Data Storage Processor.
4. Select the Enabled checkbox to enable the processor.
5. Click Save.