Account Engagement Folder Sharing in Email Template

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When you save your email template, you can keep it in a Private or Public folder.

Private – Only you can see the email template.

Public – Everyone can see the email template.

But what if you want something in between?

You can create …

Here are highlights from article Account Engagement Folder Sharing in Email Template

This article provides instructions on how to create a shared folder for email templates in order to grant specific people access to the folder. The key areas covered in the article are:

1. Folder creation and sharing:
– Click on the Email Template tab and All Folders.
– Create a new folder or use an existing one.
– On the right side, select “Share” in the dropdown.
– Complete the fields to designate the sharing with Users, Roles, Roles and Subordinates, or Public Groups.

2. Folder access levels:
– Choose the level of access for the shared folder.
– Access levels include Viewer, Editor, and Manager.

3. Chart for understanding access levels:
– Use a provided chart to understand what each access level (Viewer, Editor, and Manager) can do with enhanced folder sharing.

4. Required user permissions:
– To create, edit, and delete enhanced email template folders in Lightning Experience, users need the “Create Folders for Lightning Email Templates” permission.

5. Additional details:
– The article provides a link for more details on creating and managing shared email template folders in Salesforce Lightning Experience.

You can read it here: https://go.alexandreruiz.com/pardotcontent/account-engagement-folder-sharing-in-email-template

Source from greenkeydigital(dot)com

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