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            Email and Outreach Considerations for Salesforce Starter and Pro Suite

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            Email and Outreach Considerations for Salesforce Starter and Pro Suite

            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.

             
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