To synchronize your Opt-Out data between Act-On and Salesforce, your connected user's profile must have Field-Level Security access to View and Edit the Email Opt-Out field.
Ask your Salesforce Administrator to update this permission by following these instructions.
User Permissions Reminder: We recommend using your Salesforce System Administrator as your Act-On connected user, therefore these Instructions are provided for the System Administrator Profile. If you are connecting to Act-On with a user who has a different profile, the Email Opt Out field must be editable for that user's profile.
Instructions
Salesforce Lightning
- Log into Salesforce and click Setup.
- In the Object Manager select Contact.
- Click on Fields & Relationships then select Email Opt Out.
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Click View Field Accessibility.
- You may need to re-select Email Opt-Out from a drop-down menu.
- If the field access next to System Administrator says Hidden or Read-Only, click on it to change this setting.
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In Field-Level Security, confirm the following settings:
- Visible is checked
- Read-Only is unchecked
- Click Save.
- Repeat steps 2-7 for Lead.
Salesforce Classic
- Log into Salesforce and click Setup.
- In the Build menu, go to Customize > Contacts > Fields.
- Select Email Opt Out.
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Click View Field Accessibility.
- You may need to re-select Email Opt-Out from a drop-down menu.
- If the field access next to System Administrator says Hidden or Read-Only, click on it to change this setting.
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In Field-Level Security, confirm the following settings:
- Visible is checked
- Read-Only is unchecked
- Click Save.
- Repeat steps 2-7 for Leads.
Next Steps
Once you have updated the permission for your Email Opt-Out fields, you can sync your Opt-Outs with Salesforce. For more information, depending on whether you use Act-On Contacts or Marketing Lists, see: