A healthcare consulting firm uses the Gmail Integration with Salesforce. Representatives report that when composing emails using the integration side panel, they are unable to see or select Lightning Email Templates stored in shared template folders. The administrator confirms that folder sharing was set up correctly. What administrative action is required to enable representatives to access these shared Lightning Email Templates from the integration pane?
- Assign a permission set containing the 'Use Lightning Email Templates' system permission to the representatives.Answer
- BClone the standard user profile, enable full administrative access on the email template object, and reassign the profile to all representatives.
- CModify the organization-wide default sharing setting for the Email Template object from Private to Public Read/Write.
- DEnable Feed Tracking on the Email Template object within Chatter settings.
Answer
Assign a permission set containing the 'Use Lightning Email Templates' system permission to the representatives.
In Salesforce, accessing and selecting shared Lightning Email Templates from the Gmail or Outlook integration panel requires users to have the 'Use Lightning Email Templates' permission. Assigning this permission via a permission set follows best practices for additive access control.
Step-by-Step Solution
Key Concept
Salesforce Integration with Gmail and Lightning Email Template Permissions