Previous Article: Field mapping the Assessment to Assessable object

The last step to this puzzle is putting the workflow rule in place that will execute the action of toggling the field on the object that designates whether or not the contact has opted in or out of the newsletter. This process highlighted in this example has been focusing on unsubscribe so this workflow rule will set that field to false. It is important to note that this process can be repeated with other functions in mind and by repeating these steps and creating a new workflow to execute a different action.

1. To set up the workflow rule navigate to setup and type workflow rules into the quick find box and click on it.

2. Now create a new workflow rule with the assessable object set to Contact. Then you will set the rule criteria to what is shown below and click Save:

3. Now select Add Workflow Action New Field Update.

4. Here you can set the field update, here is what it looks like with our fields and settings. Then click Save.

5. Finally, Don’t forget to activate the workflow rule otherwise it won’t work.

6. Now that everything is in place when the unsubscribe assessment public assessment is created in relation to a contact record and the assessment link is clicked the steps we put in place will work together to toggle the field on the contact that determines if they wish to receive the Email newsletter to false. That way when you run a report to generate your mass email list it will recognize that they have opted out and not include them.

7.These same steps that have been talked about in regards to Unsubscribe can be repeated and tweaked to serve as an easy pull in information into Salesforce from a simple one-click auto submit public assessment.