Slaesforce FAQ

how to hide email folders in salesforce

by Sam Wolff Published 3 years ago Updated 2 years ago
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Navigate to the contact record's activity timeline and select the message you wish to hide. Select "Shared with 1 Activity Group" and choose Don't Share. Click Save.

Full Answer

How do I find email sent from a Salesforce record?

Find Email Sent from a Salesforce Record in Lightning Experience Outlook and Gmail Integration on Desktop Organization-Wide Email Footers Send Email Through Gmail™ or Office 365™ in Lightning Experience Use the Outlook and Gmail Integrations

How to improve the deliverability of emails sent from Salesforce?

Improve Deliverability of Emails Sent from Salesforce Considerations for Opting Out of Email Enable Email Tracking for Individuals Opening Email from Your Company Email Address Internationalization (EAI) Considerations

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 to integrate outlook with Salesforce?

Give Outlook Access to Salesforce Email Allocations per Edition Email Template Allocations per Edition Turn On the Gmail Integration in Salesforce Roles Required to Set Up the Outlook Integration Get the Outlook Integration Set Up the Integration with Gmail Guidelines for Setting Up the Outlook Integration

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Who can see folders in Salesforce?

Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to its contents based on roles, permissions, public groups, and license types. You can make a folder available to your entire organization, or make it private so that only the owner has access.

How do I create a private folder in Salesforce?

Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.

How do I make a folder read-only 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 manage email templates in Salesforce?

To edit or delete a template, click Edit or Del next to the template name in the list. Click New Template to create any type of Classic email template. If you have the “Manage Public Classic Email Templates” permission, you can click [Change] next to the Author field to select a different author.

How do I hide folders in Salesforce?

Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select "Edit". You can select "This folder is hidden from all users".

What is private folder in Salesforce?

A private folder is a special folder available for each Salesforce user, and is also known as the My Personal Custom Reports folder for a report folder. For dashboards, it is called My Personal Dashboards (in Classic), or Private Dashboards (in Lightning Experience).

How do I make a user access read only in Salesforce?

Salesforce Classic:Click on Setup | Manage Users | User.Open the user record and navigate to 'Permission Set Assignments' section.Open the Permission Set assigned and go to System permission.Deselect the option 'Edit Read Only Fields'Save.

What is read only in Salesforce?

The Read Only standard profile is defined as allowing assigned users to view the Salesforce org's setup, run and export reports, and view, but not edit, other records.

What is read only profile in Salesforce?

The users with Read-Only profile can read the record if any of these conditions satisfy. The record is manually shared with the user. The record is shared with the user by using Sharing Rule. The record is shared with the user by using Apex Sharing.

How do I change email layout in Salesforce?

Customize the Email Address Change TemplateFrom Setup, enter All Experiences in the Quick Find box, and select All Experiences. ... Select Administration, and then select Emails.Under Email Templates, click. ... Under Email Templates, click. ... Click Save. ... To make customizations, edit the email template.

How do I manage email templates in Salesforce lightning?

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.

How do I change the default email template in Salesforce?

To enable default email templates:From Setup, enter Support Settings in the Quick Find box, then select Support Settings.Click Edit.Select Enable default email templates .Choose the Apex class that contains your template selection logic.Click Save.

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Exclude Specific Email Addresses

To prevent all emails and events associated with a specific email address from logging to Salesforce:

Update Default Sharing Settings

To update your default Einstein Activity Capture sharing settings for all synced emails and events:

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