An enterprise sales department requires specific account managers to create, edit, and share standardized Lightning Email Templates directly within the Salesforce Integration with Outlook pane. The administrator must grant these permissions exclusively to this select group of account managers without expanding permissions for other users who share the standard Sales User profile. Which two administrative actions are required to fulfill these business requirements?
- Create and assign a permission set that includes the 'Create Lightning Email Templates' permission to the designated account managers.Answer
- Grant 'Edit' or 'Manage' access to the designated account managers on the specific public email template folder where the templates will be stored.Answer
- CCreate a cloned Sales User profile with the 'Manage Public Lightning Email Templates' administrative permission enabled and reassign the account managers to this profile.
- DEnable 'Shared Activities' in Activity Settings to allow Outlook integration users to save Lightning Email Templates into shared record feeds.
- ESet the Organization-Wide Default (OWD) sharing setting for Email Messages to Public Read/Write.
Answer
The administrator must create a permission set with the 'Create Lightning Email Templates' permission for the specified users and grant appropriate folder-level permissions (Edit or Manage) on the public email template folder.
Granting the 'Create Lightning Email Templates' permission via a Permission Set ensures that only the required account managers gain template creation rights without affecting other users sharing the baseline profile. Additionally, Lightning email template access is governed by folder-level permissions, so granting 'Edit' or 'Manage' access on the destination public folder allows those users to contribute templates accessible through the integration pane.
Step-by-Step Solution
Key Concept
Lightning Email Template Permissions and Folder Sharing in Email Integrations