Respect your prospects’ and customers’ wishes when they request only specific forms of
contact from your company. These requests can include being able to opt in or opt out of specific
communication types, or requesting to receive no communications at all.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter and Pro Suite Editions. Your edition
determines the options you have. |
Data protection and privacy regulations require you and your company to honor people’s requests
about how you use their data and how you communicate with them. Regions and countries have
specific regulations, such as:
- General Data Protection Regulation (GDPR), European Union
- California Consumer Privacy Act (CCPA), United States
- Canada’s Anti-Spam Law (CASL)
Familiarize yourself with the regulations for the regions you sell to, and follow that region’s
local rules.
It’s your company’s responsibility to provide a consent management path for your prospects and
customers. For example, your consent path can use Salesforce to include opt-in, opt-out, or
unsubscribe information in email footers. Directions could instruct recipients to reply with
their consent preferences or provide a link to an Unsubscribe page hosted on your company’s
website. In Salesforce, use the Email Opt Out and Do Not Call fields on leads and contacts to
indicate the preference. Leads and contacts with the Email Opt-Out option don’t receive emails
when added to a list email.
