You are here:
Complete Pre-Work for the Email Opt-Out Flow
Create one queue, activate two fields, and connect your support email address before building your Flow.
Create an Unsubscribe Requests Queue for Cases
- Open Service Setup.
- Search for Queues, and open it.
- Click New.
- Name your Queue Unsubscribe Requests.
- Move Case to the Selected Objects column.
- Find the users who need access to the queue, and move them to the Selected Members column.
- Save your changes.
Connect Your Support Email Address So Customer Emails Automatically Become Salesforce Cases
- Open Setup.
- Search for email-to-case in Quick Find, and open it.
- Scroll down to the Routing Addresses, and click New.
- Give your email address a Routing Name like Support Email Address.
- Enter your email address, and fill in the rest of the fields.
- Save your changes.
- Verify your email address via the verification email that's sent to you.
- Back on the Email-to-Case landing page, click the name of the email address you just added.
- Look for the yellow banner with a support address that was created for you by Salesforce. Copy and paste that email address into the email forwarding settings for your email client.
- Click Edit.
- Select Queue from the Case Owner dropdown.
- Search for the Unsubscribe Requests queue you just created.
- Select your desired case priority.
- Set the Case Origin field to Email.
- Save your changes.
Add the Email Opt Out Field to Contacts
- Go to .
- Choose which users have visibility into this field.
- Save your changes.
Add the Email Opt Out Field to Leads
- Go to .
- Choose which users have visibility into this field.
- Save your changes.
