Workflow: Managing the Email Opt Out Field in Salesforce

Blank and/or inconsistent email preferences in Salesforce are often caused by data discrepancies between Salesforce and CU Ascend when a contact opts out of or into all CU emails. The email opt-out field is not integrated (bidirectionally or otherwise) with the email values in the CU Ascend source system. The lack of integration between the platforms presents a risk that when a contact is opted out in Salesforce, that information is not sent to CU Ascend. Thus, the values often don't match and are at risk of being overwritten during manual data loads.

To mitigate this risk, the System eComm team has implemented a manual process to ensure that the email opt-out values in Salesforce match the email opt-out values in CU Ascend. A basic overview of the process in place to ensure parity between Salesforce and the CU Ascend source system is below.

Download Process PDF

Email Opt Out

  • A contact (or an eComm user) reaches out to an eComm specialist and requests to be opted out of all emails, or the contact updates their email preferences themselves using the link at the bottom of a Marketing Cloud email.

Email Opt In

  • A contact (or eComm user) reaches out to an eComm specialist and requests to be opted back into all emails.