You can set up Salesforce so individuals can choose whethr or not to receive emails from your company.
Required Editions
| Available in Lightning Experience and Salesforce Classic in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable opting out of email: | Customize Application |
Note List emails aren’t sent to recipients with Email Opt Out selected or with Don’t Market,
Don’t Process, or Forget this Individual selected in the data privacy record based on the
Individual object. Customers with the Don’t Market preference can receive non-commercial
emails, such as case emails, from reps who have the Send Non-Commercial Email
permission.
Allow Email Opt Out If Email Privacy Settings Aren’t Set Up
If your company hasn’t set up email privacy settings, complete these steps to allow opting out of email.
- Add the Email Opt Out field to lead, contact, and person account page layouts.
- Verify that users have access to the Email Opt Out field on the lead, contact, and person account objects. Without access to the field, reps don’t see any warning messages until they try to send the email to someone who has opted out.
- For each record, select the Email Opt Out field to prevent that person from receiving commercial emails from Salesforce.
Allow Email Opt Out with Email Privacy Settings
If your company has enabled Data Protection Privacy and selected the Make data protection details option, complete these steps to allow opting out of emails.
-
Confirm these things in Salesforce Setup.
- The Individual field is on the contact, lead, and person account page layouts.
- Users have access to the Email Opt Out field. Without access to the field, reps don’t see any warning messages until they try to send the email to someone who has opted out.
- Enforce email privacy is selected in Email Deliverability settings.
- Locate the Individual record for the contact, lead, or person account, and select the Details tab in the record.
- Select Don’t Market, Don’t Process, or Forget this Individual.
Note The Email Opt Out selection in contacts, leads, and person account page layouts continues
to work as it did.