You are here:
Individually Opting Out of Email
You can set up Salesforce to let individuals choose to opt out of 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: | 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. Case email can always be sent to recipients with Email Opt Out or Don’t
Market selected in the data privacy record based on the Individual object.
Allow Opting Out of Email with Email Privacy Settings
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.
- Check field level security settings on the Email Opt Out field and confirm that users have access. Without access to the field, reps don’t see any warning messages until they click send.
- For each record, select the Email Opt Out field to prevent that person from getting commercial emails from Salesforce.
Allow Opting Out of Email with Email Privacy Settings
If your company has email privacy settings, complete these steps to allow opting out of email.
All organizations must enable Data Protection and Privacy and select Make data protection details available in records, and enable Enforce email privacy settings. Complete all the steps detailed in Salesforce Help to fully set up data protection and privacy.
Note 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.
- Confirm that the Individual tab is on the contact, lead, and person account page layouts.
- Locate the data privacy record based on the Individual object, and select the Details tab in the record.
- Select Don’t Market, Don’t Process, or Forget this Individual. Customers with the Don’t Market preference can receive non-commercial emails from reps with the Send Non-Commercial Email permission.
Note The Email Opt Out selection in contacts, leads, and person account page layouts continues
to work as it did.
Did this article solve your issue?
Let us know so we can improve!
