Sales | Lead Nurturing | Opt-Out Lead

Sets a lead’s Email Opt-Out field to true when the lead replies to an SDR email and asks not to be emailed.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
User Permissions Needed
To use Agentforce SDR Use Agentforce SDR Agent App
See Common User Access for Standard Agent Actions.

Action Details

API Name OptOutLead
Reference Action Type Standard Action
Reference Action OptOutLead
Does this action execute one or more prompt templates? No
Required Setup Set Up Agentforce Lead Nuturing

SDR Agent: Opt-Out Lead

This action sets a lead's Email Opt-Out field to true using the lead ID and the lead's current Action Cadence Step Tracker ID if needed.

Considerations

Removing this action will break SDR agent's ability to opt leads out of receiving emails.