When setting up a profile, there is a checkbox labeled "Manage Public Templates". This controls access to email templates. When set to true, the user has access to modify read-only email folders, and edit and add templates to those folders.
Full Answer
How do I create an email template in Salesforce?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.
Can I use Salesforce templates in Inbox mobile?
Use Salesforce Templates in Inbox Mobile Salesforce Inbox Mobile Release Notes Salesforce Inbox Mobile for iOS Version 8.2.0 Inbound Email Snapshots Work with Salesforce Data in Inbox Mobile Time Emails to Send Later in Inbox Mobile
How do I manage email templates in a profile?
When setting up a profile, there is a checkbox labeled "Manage Public Templates". This controls access to email templates. When set to true, the user has access to modify read-only email folders, and edit and add templates to those folders. I have an VF page that allows users to add, edit, and delete email templates.
Can I use merge fields for Visualforce email templates in Salesforce classic?
Use Merge Fields for Visualforce Email Templates in Salesforce Classic Use the Salesforce Merge Language in Classic Email Templates Meeting Digest Troubleshooting Select Who Can Use Salesforce Meetings Considerations for Creating Extended Mail Merge Templates Engage with Customers and Prospects Using Meeting Studio
How do I give access to my email template folders in Salesforce?
Required Editions and User Permissions 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 give permission to my email template?
To customize template permissions:Navigate to Assets. , then click Emails.Click Manage Templates.Select the template that you want to change, then click Choose.Click Actions > Permissions.Do one of the following:Select the check boxes to set the permissions for the user or user group.Click Save.
How do I give permission to a folder in Salesforce?
In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. ... Set the permissions that you want to grant to your user or profile.
How do I enable email templates in Salesforce?
If you need file access, we let you know.Open the record from which you want to send email.Click the Activity tab, then click the Email tab.To insert a template, click the Templates icon. Select the template you want and its contents appear. ... Edit your email as needed, then preview and send.
Where do you grant a user access to recruiting e mail templates?
Go to Manage Permission Roles > "Recruiting Email Templates" and see the two options:Contact Candidate email templates.Offer Letter email templates.
What are two considerations for sharing email template folders?
As you manage and share email templates and their folders, keep these considerations in mind....Sharing a folder shares: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 change folder permissions in Salesforce?
Choose a Public Folder Access option. Select read/write if you want users to be able to change the folder contents. A read-only folder can be visible to users but they can't change its contents. Select an email template and click Add to store it in the new folder.
How do I restrict access to a folder in Salesforce?
When the user adds a prospect to a list from Salesforce, the user doesn't see Lists 1 and 2.Open the folders page. ... Find the folder you want to limit access to.Click the gear icon, and select Permissions.Select which groups can access the folder's contents.Save when finished.
Who can modify access to report folders?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
How do I enable lightning email templates in Salesforce?
Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...
How do I view email templates in Salesforce lightning?
You can see a list of all lightning email templates by:clicking on the App Launcher in Lightning.scrolling past the list of apps to the list of object.click on Email Templates.
How do I access classic email templates in lightning?
Why can't I access Classic email templates in Lightning?...Navigate to Setup and search for Global Action.Locate the Email action (use the one named Email which is from the TargetX Recruitment Manager package). ... Click the Layout button, add the Email Template field to the layout.Save your changes.More items...
Can you edit email templates in Content Builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you use email templates in Salesforce?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
What is an email template?
Email Templates are designed for consistent mails so as to increase productivity. Before we discuss further about Email Templates, let us know about the required editions under which Email Templates works.
Can you leave text only in Salesforce?
But it is recommended to leave the Text Only Version Blank If you leave it blank, Salesforce automatically creates the text-only content based on the current HTML version. If you enter content manually, subsequent edits to the HTML version aren't reflected in the text-only version.