How to Enable Opt-Out Permissions in Salesforce

  • Updated

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

  1. Log into Salesforce and click Setup
  2. In the Object Manager select Contact
  3. Click on Fields & Relationships then select Email Opt Out
  4. Click View Field Accessibility
    • You may need to re-select Email Opt-Out from a drop-down menu
  5. If the field access next to System Administrator says Hidden or Read-Only, click on it to change this setting
  6. In Field-Level Security, confirm the following settings:
    • Visible is checked
    • Read-Only is uncheckedmceclip0.png
  7. Click Save
  8. Repeat steps 2-7 for Lead

 

Salesforce Classic

  1. Log into Salesforce and click Setup
  2. In the Build menu, go to Customize > Contacts > Fields
  3. Select Email Opt Out
  4. Click View Field Accessibility
    • You may need to re-select Email Opt-Out from a drop-down menu
  5. If the field access next to System Administrator says Hidden or Read-Only, click on it to change this setting
  6. In Field-Level Security, confirm the following settings:
    • Visible is checked
    • Read-Only is uncheckedmceclip1.png
  7. Click Save
  8. 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:

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