How do I give access to email templates in Salesforce?

How do I give access to email templates in Salesforce?

To access your Salesforce email templates, do one of the following: If you have permission to edit public templates, from Setup, click – Communication Templates | ‘Email Templates’. If you don’t have permission to edit public templates, at the top of any Salesforce page, click the down arrow next to your name.

How do I enable manage public lightning email template permissions?

Required Editions and User Permissions From Setup, enter Permission Sets in the Quick Find box. Then, select Permission Sets. Click one of the standard permission sets, and click System Permissions. Click Edit, select Manage Public Lightning Email Templates, and click Save.

What are two considerations for sharing email template folders?

Sharing on Lightning email templates is inherited from the folder it is in. Subfolders inherit sharing from the parent folder….Lightning Experience

• All the templates in that folder.
• All subfolders in that folder, along with their email templates.
• Any new templates that are added to the folder in the future.

How do I assign permission to user?

Assign permissions in user profile

1. Go to Dashboard > User Management > Users, and click the name of the user to view.
2. Click the Permissions tab, and click Assign Permissions.
3. Select the API from which you want to assign permissions, then select the permissions to assign to the user, and click Add Permissions.

How do I use Lightning email templates in email alerts?

How to Enable Lightning Email Templates

1. Go to Setup and search for “Lightning Email Templates”
2. Switch “Folders and Enhanced Sharing” to on (see screenshot below)

How do I enable folders and enhanced sharing for lightning email templates?

Required Editions and User Permissions From Setup, enter Email Templates in the Quick Find box, then select Lightning Email Templates. Enable Folders and Enhanced Sharing. To allow other users to create folders, assign them the Create Folders for Lightning Email Templates permission.

How do I create a lightning email template folder?

Steps to create an email template folder:

1. Click the App Launcher.
2. Search for Email Template.
3. Click on Email Templates.
4. In the upper right corner, click on New Folder.
5. Enter value for Folder Label.
6. Click on Save.

How do I give permission?

Change app permissions

1. On your phone, open the Settings app.
2. Tap Apps & notifications.
3. Tap the app you want to change. If you can’t find it, first tap See all apps or App info.
4. Tap Permissions.
5. To change a permission setting, tap it, then choose Allow or Deny.

Can lightning email templates be used in approval process?

The Spring ’21 Release brings the ability to use your Lightning Email Templates in Automations. Any of your Lightning Templates that you have made will now be available for you to use in your Salesforce Automations such as, Flows, Process Builder, Approval Processes and more.

Do classic email templates work in lightning?

Use Your Classic Email Templates in Lightning Experience You can use your Text, Custom HTML, Letterhead, and Visualforce email templates in Lightning Experience.

How to save user templates in Office 365?

Add or manage user templates within active users The following settings can be saved in the template: One-time password choice (option to require the user to create a new password after their first sign in) Application choices (for example, Microsoft Teams or PowerApps for Office 365)

How to allow someone else to manage your mail and calendar?

Once you add someone as a delegate, they can add your Exchange mailbox to their Outlook profile. For instructions, see Manage another person’s mail and calendar items. Click the File tab. Click Account Settings, and then click Delegate Access. Click the name of the delegate for whom you want to change permissions, and then click Permissions.

How to create templates for adding users faster?

You can personalize multiple templates to speed up the work of adding different types of users. And you only have access to the templates you create as an admin; others cannot access your templates. You have two ways to create a template. After adding a user, you have the option to create a template from the confirmation page.

How to create a template in Admin Center?

And you only have access to the templates you create as an admin; others cannot access your templates. You have two ways to create a template. After adding a user, you have the option to create a template from the confirmation page. Or, you can create a template, as well as manage your templates, within the active users page.