Choose Which Sales Reps Can Send Non-Commercial Email
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.
Note The Send Non-Commercial Email permission is on by default for all
standard profiles that send email, and for custom profiles created in the Winter ‘19 release and
later.
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.
Important
In the Outlook and Gmail integrations, sales reps see messaging regarding a contact or lead’s
email privacy preferences. However, the Send Non-Commercial Email permission isn’t enforced.
It’s the sales reps responsibility to respect an email recipient’s privacy when sending emails
from Outlook or Gmail.
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