---
title: Configuring advertising permissions
slug: campaign/docs/configuring-advertising-permissions
docTags: 
createdAt: 2026-07-20T15:45:12.985Z
---

:::hint{type="info"}
**Note**

This topic is for administrators and developers with administration access rights in Salesforce.
:::

The Salesforce add-on supports the administration of advertising permissions for the marketing channels of print, email and text message in your Salesforce Org. It is also possible to import double opt-ins from Optimizely Campaign.

The configuration of advertising permissions consists of the following steps:

1. Create Boolean [reference fields](docId\:km7uWtu_f48IsNEACzW7z) (true/false) for the marketing channels you use (email, text message, print) for your leads, contacts, and personal account. The reference fields will later be displayed in the personal information of your leads, contacts, and personal accounts as check boxes (**Advertising permission present** or **Advertising permission not present**).
2. In Salesforce, configure your Optimizely Campaign [clients](docId\:km7uWtu_f48IsNEACzW7z).
3. [Assign the created reference fields](docId\:km7uWtu_f48IsNEACzW7z) to an advertising permission with the corresponding marketing channel.
4. Enable automatic import to [import completed double opt-ins](docId\:km7uWtu_f48IsNEACzW7z) from Optimizely Campaign.
5. Alternatively, you can [assign double opt-ins manually](docId\:km7uWtu_f48IsNEACzW7z).

## [configuring-advertising-permissions.mdx](docId\:km7uWtu_f48IsNEACzW7z)Creating reference fields

1. Go to the **Setup** area in Salesforce.

   ![Image: Setup](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/cmCjyfEaDzs2oAj7ddv9x-20260720-145401.png "Image: Setup")
2. In the left menu bar, click **Objects and Fields** > **Object Manager**.

   ![Image: Object Manager](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PIT4BsZm3Mgk3XjumSXtB-20260720-145401.png "Image: Object Manager")
3. In the **Object Manager** window, select the entity that you want to create a new reference field for, such as **Contact**.

   ![Image: Reference field Contact](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/JQw_8EKI8wBF_PCc7xZwE-20260720-145401.png "Image: Reference field Contact")
4. In the **Object Manager** window of the selected entity, click **Fields & Relationships**.

   ![Image: Fields & Relationships](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/eWv0xcE_6iitRhWL61Dh--20260720-145401.png "Image: Fields & Relationships")
5. Click **New**.

   ![Image: New reference field](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/JD4nN6AqU4EGCwsLWJ3IT-20260720-145402.png "Image: New reference field")
6. In the **New Custom field** window, select the **Checkbox** option under **Data Type**.

   ![Image: Zuordnung](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Ddr04KMYivEkGgHW5q2yg-20260720-145401.png "Image: Zuordnung")
7. Click **Next**.
8. Enter a name for the new field in the **Field Label** field, for example *Newsletter*.

   ![Image: Field name](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/mhCdlfiBz7rIj491jrMKM-20260720-145401.png "Image: Field name")
9. Under **Default value**, leave the option on **Unchecked**.
10. The selected field name will automatically be added in the **Field name** field. Optionally, enter another field name.
11. Optional: Enter a description in the **Description** field.
12. Optional: Enter a help text in the **Help Text** field.
13. Click **Next**.
14. Configure the field level security according to your requirements.

    ![Image: Step 3. Set up field level security](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/1Hxt8Z44KBCYyxpQT9yM3-20260720-145401.png "Image: Step 3. Set up field level security")
15. Click **Next**.
16. Add the page layouts according to your requirements or remove unneeded page layouts.

    ![Image: Step 4. Add page layouts](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/EnUlV-bw58kQyUQS3I12a-20260720-145401.png "Image: Step 4. Add page layouts")
17. Click **Save**.

Repeat the steps for the other marketing channels you use and for the corresponding entities (leads, contacts, personal accounts).

:::hint{type="info"}
**Tip**

Create identical fields for leads, contacts, and personal accounts. In this way, advertising permissions will be automatically transferred if a lead becomes a contact, for example. If you create different fields, you need to use **Rules** to transfer the advertising permission (such as from a lead that has become a contact).
:::

## [configuring-advertising-permissions.mdx](docId\:km7uWtu_f48IsNEACzW7z)Storing client IDs and SOAP API user data

:::hint{type="info"}
**Note**

If you do not have a SOAP API user account, contact [customer support](docId\:ZWe1T3UPz3JW6_4mc76qV).
:::

1. Log in to Salesforce CRM.
2. Open the **Mandators (Episerver Campaign)** tab.

   ![Image: Clients (Episerver Campaign)](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Qb1OgLKcaGMwC44Edb-tX-20260720-145401.png "Image: Clients (Episerver Campaign)")
3. Click **New** to create an Optimizely Campaign client in Salesforce.

   ![Image: New client](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/9pmzGOcZ2NqFef7m4FIC4-20260720-145402.png "Image: New client")

   :::hint{type="info"}
   **Tip**

   If you would like to change the settings of a previously created client, click the respective client and then **Edit**. The list views in Salesforce may hide clients. If necessary, click **All** in the list views.
   :::
4. In the Optimizely Campaign **Client** window, specify the following fields:

   1.  **Name**. Name of the client (as it should be displayed in Salesforce). You can chose the name freely. For greater clarity, use the same name as in Optimizely Campaign.
   2.  **Client ID**. Client ID. To see the client ID, open the Optimizely Campaign [menu](docId\:PmNPgvNucBrAG5Rw8f41f) and select **Administration** > **API Overview** > **REST API**.
   3.  **API User**. Your SOAP API user name.
   4.  **Password**. Your SOAP API password.
   5.  **Active**. Select the check box.

   ![Image: Episerver Campaign client](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/gTGuK_DfI0KrIWY1vAahr-20260720-145402.png "Image: Episerver Campaign client")
5. Click **Save**.

Repeat these steps for additional clients to connect to Salesforce CRM.

## [configuring-advertising-permissions.mdx](docId\:km7uWtu_f48IsNEACzW7z)Assigning reference fields

1. Open the **Opt-Ins (Episerver Campaign)** tab.

   ![Image: Opt-ins (Episerver Campaign)](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/jXCU9h5QB_24PA8bO8ZEd-20260720-145402.png "Image: Opt-ins (Episerver Campaign)")
2. In the **Opt-Ins (Episerver Campaign)** window, click **New**.

   ![Image: New advertising permission](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/QT41lnCbyT9B5XRW6Ipgc-20260720-145402.png "Image: New advertising permission")
3. In the **Configure advertising permission** window, specify the following fields:

   1. **Name**. Name for the advertising permission (for example *Product newsletter*).
   2. **Mandator**. Optimizely Campaign client to which the advertising permission is to be assigned.
   3. **Opt-In Type**. In the drop-down list, select the marketing channel for which the advertising permission applies (for example *Email*).
   4. **Reference field**. In the drop-down list, select the reference field that you want to assign the advertising permission to (the Boolean field that you have created the advertising permission for, see [Creating reference fields](docId\:km7uWtu_f48IsNEACzW7z)).

   ![Image: Configuring advertising permission](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/9H1UcD0Y7ytUS2BXsO9Ic-20260720-145402.png "Image: Configuring advertising permission")
4. Click **Save**.

## [configuring-advertising-permissions.mdx](docId\:km7uWtu_f48IsNEACzW7z)Importing opt-ins from Optimizely Campaign

1. Select the check box **Episerver Campaign** **Synchronization**.

   ![Image: Synchronization with Episerver Campaign](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/pmIBStbUS6FCoqRB94Z5z-20260720-145402.png "Image: Synchronization with Episerver Campaign")
2. In the **DOI list Id** field, enter the ID of the recipient list containing the double opt-ins. To see the recipient list ID, open the Optimizely Campaign[ menu](docId\:PmNPgvNucBrAG5Rw8f41f) and select **Administration** > **API overview** > **Recipient lists**.

   ![Image: Double opt-in recipient list ID](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/nEM--ghjpJu_Tyo-rqigV-20260720-145402.png "Image: Double opt-in recipient list ID")
3. In the **DOI process Id** field, enter the ID of the opt-in process. To see the opt-in ID, open the Optimizely Campaign[ menu](docId\:PmNPgvNucBrAG5Rw8f41f) and select **Administration** > **API overview** > **Opt-in processes**.

   ![Image: Opt-in ID](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/2-VHlDPwv0g8KC_Zi5cGd-20260720-145402.png "Image: Opt-in ID")
4. Click **Save**.

## [configuring-advertising-permissions.mdx](docId\:km7uWtu_f48IsNEACzW7z)Manual assignment of double opt-ins

If a double opt-in advertising permission via Optimizely Campaign has not been assigned – because it has multiple contacts or leads for the same email address, for example – you need to assign it manually. Perform the following steps:

1. Open the **DOI Stage Objects (Episerver Campaign)** tab.

   ![Image: Unassigned double opt-ins](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/M1P8Ezffenn2Yg45KjO8M-20260720-145402.png "Image: Unassigned double opt-ins")

:::Paragraph{indent="1"}
The **DOI Stage Objects (Episerver Campaign)** window shows you the advertising permissions that were unable to be assigned automatically.
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/gS1dZTlbhlZTbEwv1S2bs-20260720-145402.png" size="100" caption="Image: Unassigned advertising permissions" alt="Image: Unassigned advertising permissions" isUploading="false" showCaption="true" indent="2"}

2. To see detailed information about an advertising permission, click the unassigned advertising permission.
3. To assign the advertising permission, click the downward-pointing triangle on the upper right.

   ![Image: Assign advertising permission](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/A0AqNQeoOWYyTDoQk1KTO-20260720-145402.png "Image: Assign advertising permission")
4. Select **Assign DOI manually** in the drop-down list.

   ![Image: Manual assignment of the double opt-in](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/53-7czFfDt2WUmrkemswZ-20260720-145402.png "Image: Manual assignment of the double opt-in")

   ![Image: Manually assigning  double opt-ins window](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/8eihCwUPRDgp476hTuJdn-20260720-145402.png "Image: Manually assigning  double opt-ins window")
5. Under **Select Contact or Lead**, search for the person to whom you want to assign the double opt-in advertising permission.

   ![Image: Select contact or lead](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/AVtx7JXBleix1WX_UaHlk-20260720-145402.png "Image: Select contact or lead")
6. Click **Assign DOI**.

   ![Image: Assign double opt-in](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/eZC0wYiBtu_GhdR8wLlVN-20260720-145402.png "Image: Assign double opt-in")

Repeat the steps for every advertising permission that has not been assigned.

:::hint{type="info"}
**Tip**

Check regularly whether marketing permissions are unable to be assigned and then assign them manually. This keeps your database updated at all times.
:::