Slaesforce FAQ

how to hide email template folders in salesforce

by Miss Ellie Wisozk DVM Published 2 years ago Updated 2 years ago
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You can hide them using edit button which is available on hovering on report as shown below. N.B. Users with Manage Public Reports will still see those folders, but other users will not. There's no way to hide these folders from administrators.

Full Answer

Where can I find all of my email templates?

Currently we have all of our e-mail templates in the standard unfiled public email templates folder. However, we want to organize this better so that not all users have access to modify all of the email templates.

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 to create a new folder with email template?

Search for Email Template. 3. Click Email Templates 4. In the upper right corner, click New Folder. 5. Enter value for Folder Label. 6. Click Save. Was this information helpful?

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

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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.

Where is the email template folder 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 get rid of lightning email templates?

Delete a Lightning email templateIn your Salesforce organization, click on the App Launcher icon.In the pop-up search box, enter email template and select Email Templates.Click on the name of the template that you would like to delete.In the top, right corner of the template selected, click on Delete.More items...

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.

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 turn off email templates in Salesforce?

In your Salesforce organization, click on the App Launcher icon.In the pop-up search box, enter email template and select Email Templates.Click on the name of the template that you would like to delete.In the top, right corner of the template selected, click on Delete.More items...

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.

Where are lightning email templates created?

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...

Where are lightning email templates stored in Salesforce?

Lightning email templates are saved in a private directory by default. All users can edit their own private templates and any public templates that they own. If you have the Manage Public Lightning Email Templates permission, you can also create, edit, and delete public templates.

How do I manage a template in Salesforce?

Manage Templates in SalesforceFrom Setup, in the Quick Find box, enter Quip , and then select Quip.From the Template Manager, select a Salesforce object, and click See Object Templates.To preview an object's embedded documents, click the document title. ... To mark an embedded document as a template, click.More items...

Where can I edit Lightning email templates?

Modify or Create Email Templates in Lightning ExperienceFrom the App Launcher, select Email Templates.Click New Email Template and enter a name.Click Select Folder, select a folder, and click Select Folder.Compose the email to use as your template.Click Save.

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