Unsubscribe Link

JULY 30, 2021 UPDATE: This version is now outdated! Please go here for the latest.


Unsubscribe Link 2.2 (OUTDATED)

Allow Recipients to Unsubscribe From All Email Sent via Salesforce

When the recipient clicks to unsubscribe, a flow will look for all contacts and leads who have this email in the Email field and mark them “Email Opt Out.”  The email address owner will receive one confirmation email immediately. A custom object tracks when someone unsubscribes to allow you to report on it.

Image of five star review from AppExchange. Title of review: Great solution - easily modified for other objects. Body of review: Was looking for a solution to add an unsubscribe link to survey invitations. Implementation of this solution was super easy thanks to the extensive documentation. Very easy to manipulate to work for any object with a contact lookup!

See How It Works

UPDATE: 1/28/21 I realized how to send the confirmation email from someone other than “Site Guest User.” More in this post.

Continue reading Unsubscribe Link

My First Time at Forcelandia: A New Admin’s Account

A few weeks ago, I had the opportunity to attend my very first Forcelandia. This was the fifth year for the event, and it was also the first year it was sold out. I must admit, I was pretty pumped. Not only was this the first Salesforce-related conference I was attending, but I was excited to get a glimpse at the developer side of the Salesforce landscape. I may have played ACDC’s “Thunderstruck” a few times on the way down, you know, just to get in the mood.

Forcelandia is a conference that may appear intimidating at first glance to the new Salesforce admin, as it is mostly tailored to the developer. Having attended though, I can say I got tremendous value out of the experience as a newbie. Below are some of my takeaways:

Continue reading My First Time at Forcelandia: A New Admin’s Account

3 Tips for Troubleshooting (And Staying Calm While Doing It) as a New Salesforce Admin

The experience of becoming a Salesforce Administrator can be a whirlwind of new information, building relationships with your fellow administrators and most of all, trying to develop a thorough understanding of the Salesforce stratosphere so you can best serve your user base. As someone who has essentially learned Salesforce Administration backwards (I received the title of Salesforce Admin, then scrambled to learn how it works), I can vouch for having encountered some white-knuckled, fist-clenching troubleshooting challenges. At first, I allowed myself to succumb to my frustration. After all, how could I not have all the answers? However, in my short time as a Salesforce Admin, I have discovered that not only am I not alone, but there are a ton of resources at my finger tips to help me as I navigate through my learning. Throughout my experience, I have picked up 3 tips that have been essential to my process:

Continue reading 3 Tips for Troubleshooting (And Staying Calm While Doing It) as a New Salesforce Admin