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Essentials
Complete Pre-Work for the Email Opt-Out Flow

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

  1. Open Service Setup.
  2. Search for Queues, and open it.
  3. Click New.
  4. Name your Queue Unsubscribe Requests.
  5. Move Case to the Selected Objects column.
  6. Find the users who need access to the queue, and move them to the Selected Members column.
  7. Save your changes.

Connect Your Support Email Address So Customer Emails Automatically Become Salesforce Cases

  1. Open Setup.
  2. Search for email-to-case in Quick Find, and open it.
  3. Scroll down to the Routing Addresses, and click New.
  4. Give your email address a Routing Name like Support Email Address.
  5. Enter your email address, and fill in the rest of the fields.
  6. Save your changes.
  7. Verify your email address via the verification email that's sent to you.
  8. Back on the Email-to-Case landing page, click the name of the email address you just added.
  9. 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.
  10. Click Edit.
  11. Select Queue from the Case Owner dropdown.
  12. Search for the Unsubscribe Requests queue you just created.
  13. Select your desired case priority.
  14. Set the Case Origin field to Email.
  15. Save your changes.

Add the Email Opt Out Field to Contacts

  1. Go to Object Manager | Contact | Fields & Relationships | Email Opt Out | Set Field-Level Security.
  2. Choose which users have visibility into this field.
  3. Save your changes.

Add the Email Opt Out Field to Leads

  1. Go to Object Manager | Contact | Fields & Relationships | Email Opt Out | Set Field-Level Security.
  2. Choose which users have visibility into this field.
  3. Save your changes.
 
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