An organization relies on the Salesforce Integration with Outlook and utilizes Lightning Email Templates for client communications. The sales manager requests that a specific senior sales representative be granted the ability to create, edit, and delete shared Lightning Email Templates in public folders. Standard sales representatives should continue to only view and use these shared templates without modification rights. What is the recommended administrative configuration to achieve this access requirement?
- Create a permission set with the 'Manage Public Lightning Email Templates' system permission enabled and assign it to the senior sales representative.Answer
- BEnable the 'Manage Public Lightning Email Templates' system permission directly on the Standard User profile assigned to all sales representatives.
- CChange the Organization-Wide Default sharing setting for Email Templates from Private to Public Read/Write.
- DFreeze the standard sales representative user accounts while customizing the Outlook Integration publisher layout.
Answer
Create a permission set with the 'Manage Public Lightning Email Templates' system permission enabled and assign it to the senior sales representative.
The correct solution uses a dedicated Permission Set containing the 'Manage Public Lightning Email Templates' permission. This adheres to Salesforce security best practices by extending administrative template management capabilities strictly to the specified senior representative without changing profile permissions for standard sales representatives.
Step-by-Step Solution
Key Concept
Selective privilege elevation for Lightning Email Template management using Permission Sets.