In order 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 that 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
- 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
- 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
- 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
- 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. More information here: Syncing Opt-outs with a Salesforce Account