Send an email to anyone from inside Salesforce and include an unsubscribe link right in the email! This app will find all contacts and leads with that email address and mark them “Email opt out.” It will also create an Unsubscribe__c object so you can track unsubscribes over time.
In my Unsubscribe Link app, (yes, that again) the Flow sends out an email from the user running the Flow, which in that case is a Site Guest User. And the email comes from “[Insert Company Name] Site Guest User” which is weird and confusing. I’ve finally googled to learn the secrets of some fields in the Flow “Send Email” Action. And it’s pretty basic and very much a “why didn’t I google this before” moment.
In Flow’s “Send Email” Action, plug in an organization wide email addresses into “Sender Address” and type “OrgWideEmailAddress” in as Sender Type and bob’s your uncle. Want more of an explanation? Keep reading!
JUNE 7, 2021 UPDATE: Get Unsubscribe Link 3.4 and instructions here. This version has not yet gone through Salesforce Labs Security Review and is not yet on the AppExchange. To switch from 2.2 to 3.4, follow the instructions below on how to uninstall the package. ONLY WORKS IN SUMMER ’21 ORGS!! If 2.2 is working just fine for you, there is no need to change to 3.4.
Unsubscribe Link 2.2 (on AppExchange)
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.
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.
I built this really great app to allow email recipients to unsubscribe from all emails sent through Salesforce, but it hasn’t been exactly easy to set up or use. Introducing the first upgrade which makes it much more user friendly!
With the upgrade, your Salesforce users can now pull a merge field into their Lightning and Classic email templates to include the Unsubscribe Link. Bam. No more having to modify and clone confusing email templates.
On March 1, 2020, the official start of Spring ’20 in our world, comes needed security improvements regarding sharing data with external users. However, you can uncheck the Secure guest user record access checkbox and test out these changes until Summer ’20. Phew. If you’re using any Site Guest Users, and are ready to try out the new settings you’ll need to create new sharing rules. Hint: Salesforce sites are used in Volunteers for Salesforce and frequently in Communities.
What’s a Salesforce Site? “Salesforce sites enables you to create public websites and applications that are directly integrated with your Salesforce.com organization—without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through pages that match the look and feel of your company’s brand. Use sites to create public community sites to gather customer feedback, branded login and registration pages for your portals, Web forms for capturing leads, and so on.” — the Site setup page in Salesforce. Continue reading Secure guest user record access in Spring ’20
The benefits of sending email directly from Salesforce are that you can automate when they go out, you can send up to 5,000 emails per day, and email templates are really simple to set up.
But any time you’re emailing groups of people, you should be mindful of the requirements of the CAN-SPAM law (which I just learned isn’t called the “Canned Spam” law). CAN-SPAM requires that emails, in certain scenarios, provide an option for the recipient to unsubscribe.
I am writing to you on my personal blog as a puzzle-solving Salesforce admin, not a Salesforce employee. Your decisions around unsubscribe options can have legal implications for your organization so please do not take anything from this post as legal guidance or means to make your communications legally compliant. That decision is between you and your lawyers.