Sometimes you have relevant information to email to customers even when they’ve chosen
not to receive any commercial emails from your company. For example, for non-commercial email such
as shipping information, updated billing balances, or a warning to let them know their contract is
expiring. Manage which sales reps can send non-commercial emails to these customers.
Required Editions
| Available in Lightning Experience and Salesforce Classic in: Essentials,
Professional, Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To change the setting for sending non-commercial email: |
Customize Application |
You must have the Email Opt Out field or Email Privacy enabled for this setting to take
effect.
To prevent reps from sending email to customers who have the Email Opt Out or Don’t Market
privacy settings, disable Send Non-Commercial Email in their profiles. Also make sure that the
setting is disabled in any permission set assigned to the rep.
-
From Setup, enter Permission Sets in the Quick Find box, and select
Permission Sets.
-
Clone an existing permission set, click the name to edit it, and select System
Permissions.
-
Deselect Send Non-Commercial Email.
-
Assign to this permission set to reps who you don’t want to send non-commercial
emails.
For customers that have selected Don’t Market in the Individual record, only reps with the
Send Non-Commercial Email permission can send them an email.
The Send Non-Commercial Email user permission applies to regular, 1:1 emails only.
