Salesforce Text Opt Out

September 22, 2026

Your customers may want different levels of control over the text messages they receive.

You may have customers who want appointment reminders but do not want marketing campaigns.

With AI SMS House, you can configure your text message preferences around the way you already use Salesforce.
You choose where your preferences live, how you record them and which types of text messages they apply to.
You stay in control.

How to Opt Out Text Messages in Salesforce

You can manage your text opt out preferences directly against the Salesforce records you already use.

When your customer changes their communication preference, you can store that preference on the relevant Salesforce record.

You decide which Salesforce object and field should hold your preference.

You keep your communication choices connected to the Salesforce data your users already work with.

How to Configure Text Opt Out in Salesforce

You can configure your text opt out according to the way your organisation manages communication preferences.

You can use your checkbox field when you need a simple yes or no preference.

You can use message categories when you want to give your customers more choice over the types of text messages they receive.

You choose the approach that works best for your organisation.

Choose Any Salesforce Object for Text Opt Out

You are not restricted to one predefined Salesforce object.

You can select the standard or custom Salesforce object that fits your existing process.

You can keep your preference against the record where you already manage your customer, borrower, applicant, patient or other relationship.

You do not need to redesign your Salesforce structure around your messaging application.

Choose Your Salesforce Field for Text Opt Out

You decide which Salesforce field should hold your text opt out preference.

You can use your existing field if it already forms part of your communication process.

You give your Salesforce administrators greater flexibility by choosing the field that works for your organisation.

You keep your messaging configuration aligned with your existing Salesforce data model.

Salesforce Text Opt Out by Message Category

You may use text messages for several different purposes across your organisation.

You may send marketing campaigns, operational updates, reminders or important customer information.

You can manage your text preferences by message category rather than treating every message in the same way.

You give your customers more control over the communications they receive.

Marketing Text Messages

You can let your customers opt out of promotional offers, campaigns and other marketing text messages.

You can manage your marketing preference separately from your other types of communication.

You gain more flexibility when you run your text message marketing from Salesforce.

System Text Messages

You may use your system messages for account activity, application progress or other operational events.

You can manage your system message preferences separately from your marketing communication.

You decide how your system messages should work within your Salesforce processes.

Informational Text Messages

You may send your customers reminders, updates and other useful information by text.

You can give your informational messages their own communication preference.

You give your customers a more meaningful choice than one setting that controls every text message.

Give Your Customers More Choice Over Text Messages

You may have customers who want different preferences for different types of communication.

You may have a borrower who does not want marketing texts but still wants application updates.

You may have a student who does not want campaign messages but still wants important enrolment information.

You can reflect those different preferences through your Salesforce text opt out configuration.

How Text Opt Out Works with Bulk Text Messaging

When you Send bulk text from Salesforce, you can keep your communication preferences connected to the same Salesforce records.

You can use your List Views, Reports or Campaigns while your configured text preferences remain part of your messaging process.

You keep a consistent approach when you communicate with larger groups of customers.

How Text Opt Out Works with Automated Text Messages

When you Send automated text from Salesforce, you can continue using the same communication preferences you already configured.

You can trigger your messages through Salesforce Flow, Apex Trigger or your other automated processes.

You do not need a separate opt out process simply because your text message is automated.

Text Opt Out with Agentforce AI Agents

You can use Agentforce AI Agents to manage your conversations and respond to enquiries automatically.

You can keep your text message preferences connected to the Salesforce record behind each conversation.

You maintain control whether your message is sent by your Salesforce user, your automation or your Agentforce AI Agent.

You can also let your Salesforce users take over conversations while your customer preferences remain available on the same record.

Keep Your Text Message Preferences Connected to Salesforce

You should not need another system to understand how your customers want to be contacted.

You can keep your text preferences alongside the Salesforce records and processes your organisation already uses.

You give your users clearer visibility into communication preferences.

You give your administrators more control over how your messaging works.

You give your customers more choice over the text messages they receive.

Configure Salesforce Text Opt Out Your Way

You should be able to configure your messaging application around your Salesforce environment.

You choose your Salesforce object.

You choose your Salesforce field.

You choose whether your opt out uses a checkbox or message categories.

You choose how your marketing, system and informational text messages are managed.

You stay in control.

See Salesforce Text Opt Out in Action

You can see how your existing Salesforce objects and fields can be used for text opt out during a demonstration.

You can see how your message categories work across one to one, bulk and automated text messaging.

You can also ask for your Salesforce Messaging Competitor Feature Comparison to see how your AI SMS House options compare with other Salesforce messaging applications.