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Create a Process to Trigger the Email Opt Out Flow

You created a Flow to check the Email Opt Out box when leads and contacts unsubscribe. Now tell the system to launch that Flow when a new case enters the Unsubscribe Requests queue.

Create a New Process

  1. Open Setup.
  2. Search for Process Builder and open it.
  3. Click New.
  4. Name your Process something like Case.
  5. In the A process starts when dropdown menu, select A record changes.
  6. Save your changes.

Tell the Process to Run When a Case Is Created

  1. Click Add Object.
  2. Choose Case as the Object.
  3. Choose the Start the process only when a record is created.
  4. Save your changes.

Tell the Process to Run When a New Case Enters the Unsubscribe Requests Queue

  1. Click + Add Criteria.
  2. Name your Criteria something like New Unsubscribe Case.
  3. Under Criteria for executing actions, select Conditions are met.
  4. Under Set Conditions, choose Owner ID (Queue) > Name.
  5. Click Choose.
  6. Set the Operator as Equals.
  7. Set the Type as String.
  8. For Value, enter the name of the Queue. In this case, Unsubscribe Requests.
  9. Click + Add Row.
  10. In the fields, enter Email Address | Does not equal | Global Constant.
  11. Under Conditions, select All of the conditions are met (AND).
  12. Save your changes.

Run the Flow When the Above Criteria Are Met

  1. Under Immediate Actions, click + Add Action.
  2. For Action Type, choose Flow.
  3. For Action Name, call it something like Launch Flow.
  4. Under Flow, Choose the Unsubscribe Flow you just created.
  5. Click + Add Row.
  6. In the fields, choose Web Email | Field Reference | Email Address.
  7. Save your changes.
  8. Click + Add Action again.
  9. Under Action Type, choose Update Records.
  10. Give it an Action Name like Update Case to Status Closed.
  11. For Record Type, chooseSelect the Case record that started your process.
  12. Under Set new field values for the records you update, enter Status | Picklist | Closed.
  13. Save your changes.
  14. Click Activate | Confirm.