How do I give access to my email templates in Salesforce?

How do I give access to my email templates in Salesforce?

To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries. To access Classic email template folders, from Setup, in the Quick Find box, enter Classic Email Templates , then select Classic Email Templates.

How do I share an email template?

How do I share Templates across my Team? [Gmail]

1. Navigate to the Template.
2. Select “Share with Team” button at the bottom of the page.
3. In the box that appears, select to which Team and folder you’d like to save the Template.
4. You’ll also need to decide if you want to “share” or “duplicate & share”

Can you create folders in Salesforce files?

Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page. Enter a Folder Label . The label is used to refer to the folder on user interface pages. Choose a Public Folder Access option.

How do I grant access to a report folder in Salesforce?

Grant Users Access to Reports and Dashboards

1. Click.
2. In the Quick Find box, enter Profiles , then select Profiles.
3. Click the Program Management Standard User profile.
4. In the System section, click System Permissions.
5. Click Edit.
6. Select View Dashboards in Public Folders and View Reports in Public Folders.
7. Click Save.

How do I export a Gmail template?

How to copy Gmail template in Google Drive

1. Go to your Google Drive.
2. Click on “My Drive” and open Gmail Templates folder.
3. Right-click on the template you want to copy. Select Make a copy:

How do I create a new folder in Salesforce email?

Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.

1. Enter a Folder Label .
2. Choose a Public Folder Access option.
3. Select an email template and click Add to store it in the new folder.
4. Choose a folder visibility option:
5. Click Save.