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Act-On Software

Enabling Salesforce Permissions to Set the Opt-Out Flag

AUDIENCE:  Administrators

OBJECTIVE: Learn how to set the Opt-Out flag in Salesforce

To ensure that you have appropriate permissions to set the Opt-out flag in Salesforce and/or pull your Salesforce opt-out information into Act-On:
  • Log into Salesforce and click Setup.
  • In the App Setup menu, click Customize.
  • Click Leads, then Fields.
  • Locate and click the field labeled Email Opt Out
  • Click View Field Accessibility.
  • If the field access next to Administrator says Hidden, click on the word Hidden to change this setting.
  • Check the Visible box to make this field visible and editable by the System Admin profile and then click Save. NoteIn some cases you will also need to check the Visible box on the Page Layout setting for the Administrator profile as well. 
  • Repeat steps 3-7 for contacts.
Note: The instructions above are for Salesforce Enterprise or higher accounts. For Professional customers, edit the page layout for Leads and Contacts, and ensure the Email Opt-out fields are added.
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