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Difficulty: MediumSalesforce Outlook and Gmail Integration with Email Templates

A wealth management firm recently configured the Salesforce Integration with Outlook for its advisory team. The sales administrator created custom Lightning Email Templates organized inside custom shared folders so that advisors can select company-approved messaging directly within the Outlook pane. However, advisors report that they cannot view or select any templates stored in these custom folders when inserting templates from Outlook. Which administrative action is required to resolve this issue?

  1. Enable 'Folders and Enhanced Sharing for Lightning Email Templates' in Setup and grant advisors View access on the target template folder.Answer
  2. B
    Assign a permission set containing the 'Manage Public Lightning Email Templates' administrative permission to all sales advisors.
  3. C
    Modify the Organization-Wide Defaults (OWD) for Activity Objects from Private to Public Read/Write.
  4. D
    Enable Feed Tracking on Email Messages and add the Email Template picklist field to the Outlook Publisher Layout.

Answer

Enable 'Folders and Enhanced Sharing for Lightning Email Templates' in Setup and grant advisors View access on the target template folder.
Enabling 'Folders and Enhanced Sharing for Lightning Email Templates' allows administrators to organize Lightning templates into folders and grant explicit access (View or Edit) to users, roles, or public groups. Once configured, sales advisors can view and select templates from those shared folders directly within the Salesforce Outlook Integration pane.

Step-by-Step Solution

1
Identify the feature controlling folder access for Lightning templates.
Recognize that Lightning Email Templates require Enhanced Folder Sharing to be organized and shared via folder-level permissions.
Without Enhanced Folder Sharing enabled, templates in custom folders remain inaccessible to end users in both Salesforce and integration panes like Outlook/Gmail.
2
Configure feature settings and folder permissions.
Enable 'Folders and Enhanced Sharing for Lightning Email Templates' in Lightning Email Template Settings and set folder access for advisors to View.
This allows advisors to browse and select the templates from the integration panel without granting unneeded editing or management privileges.

Key Concept

Lightning Email Template Enhanced Folder Sharing in Email Integrations
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Topics

Salesforce Outlook and Gmail Integration with Email Templates

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