Update Contacts with Email Opt-Out Configurations - Gainsight Inc.

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1. Select Id field from Email Logs object and Email Log Idfield from Opt-Out Emails object as matching criteria for the join. “Select Email Address from both the objects as matching criteria.” Setup Rule Action

   In Duplicate record management

2. Create First Dataset “This dataset is created on the Email Logs object and determines if a customer has opted out of emails.” To create the first dataset:

   In Outbound CRM data model

3. The second dataset is created on the Personobject and fetches the list of customers who have external ID. “The third dataset is created on the Opt-Out Email object which determines the category of mail for which the contact has opted-out.” The Load to SFDC Objects action type is used to load this data to the Contact object.

   In Outbound CRM data model

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