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Considerations for Opting Out of Email
Keep these considerations in mind when setting up Salesforce to let your customers opt out of email from your company.
Required Editions
| Available in Lightning Experience and Salesforce Classic in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- When enabling email privacy settings, Data Protection and Privacy must also be enabled.
- In Lightning Experience, reps need read visibility to the field Email Opt Out on leads and contacts. Check field level security on this field to confirm visibility. Without access to the field, reps don’t see any warning messages until they click send.
- In Salesforce Classic, opting out of email with email privacy settings applies to regular emails (such as with Email Author) and mass email.
- In Lightning Experience, opting out of email with email privacy settings, using the data
privacy record based on the Individual object, applies to these emails
- Regular emails (such as with the Lightning Email Action)
- List emails
- SingleEmailMessage and MassEmailMessage APIs
- Email addresses unassociated with a Salesforce record
For example, if a user's email address is automatically added to the BCC field by the Compliance BCC Email setting, a warning message appears. The email isn’t sent unless an Individual record is associated with the user’s record.
The same is true for other email addresses. All email addresses must be associated with a people record in Salesforce, and those records must be associated with an Individual record.
- Opting out of email with email privacy settings doesn’t apply to the Cases Email Action, Workflows, or Process Builder.
- In the Outlook and Gmail integrations, sales reps see messaging regarding a contact or lead’s email preferences and restrictions. It’s the sales rep’s responsibility to respect that privacy when sending emails from Outlook or Gmail.
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