Create an Email Opt Out Flow

Create a New Flow

Check the Email Opt Out Box When a Lead Unsubscribes via Email-to-Case

1. Click and drag Update Records on the canvas.
2. Provide a label like Update Lead.
3. Click Specify conditions to identify records, and set fields individually.
4. Select Lead as the object.
5. Select Conditions are Met as the Condition Requirements.
6. Select Email | Equals | New Resource.
7. Select Variable as Resource Type.
8. Provide an API Name like WebEmail.
9. Select Text as Data Type.
10. Check both Available for input and Available for output check boxes.
11. Click Done.
12. Confirm {!WebEmail} is listed in the Value field.
13. Under Set Field Values for the Lead Records, select HasOptedOutOfEmail for the Field.
14. Select $GlobalContstant.True as the Value.
15. Click Done.

Check the Email Opt Out Box When a Contact Unsubscribes via Email-to-Case

1. Click and drag Update Records on the canvas.
2. Provide a label like Update Contact.
3. Specify conditions to identify records, and set fields individually.
4. Select Contact as the object.
5. Select Conditions are Met as the Condition Requirements.
6. Select Email | Equals | Web Email.
7. Under Set Field Values for the Lead Records, select HasOptedOutOfEmail for the Field.
8. Select $GlobalContstant.True as the Value.
9. Click Done.

Activate the Flow

1. Drag the small circle from Start to Update Records: Update Lead.
2. Drag the small circle from Update Records: Update Lead to Update Records: Update Contact.
3. Save your changes.
4. Name your Flow something like Unsubscribe Flow, and save your changes.
5. Click Activate.
6. Click the ← Back button.