Support representatives using the Salesforce Integration with Gmail report that they cannot view shared team email templates or populate custom object merge fields when drafting responses from the integration pane. Which two administrative actions must be taken to resolve these issues and enable full Lightning Email Template functionality in the integration side panel?
- Enable Folders and Enhanced Sharing under Lightning Email Template settings in Setup.Answer
- Assign a permission set containing the Access Lightning Email Templates in Outlook and Gmail system permission.Answer
- CCreate redundant custom profiles for the support team that grant modify all data permissions to override folder security.
- DFreeze affected support user accounts and recreate their user records with system administrator folder ownership.
- EConvert the target object lookup relationship into a master-detail relationship to automatically force email template merge field resolution.
Answer
The correct actions are enabling Folders and Enhanced Sharing under Lightning Email Template settings in Setup and assigning a permission set containing the Access Lightning Email Templates in Outlook and Gmail permission.
Enabling Folders and Enhanced Sharing grants granular folder-level permissions (View/Edit) for Lightning Email Templates. Additionally, assigning the Access Lightning Email Templates in Outlook and Gmail system permission provides users the capability to access and insert those templates directly from the Gmail integration panel.
Step-by-Step Solution
Key Concept
Salesforce Integration with Gmail and Lightning Email Template Folder Permissions