A company's sales representatives use the Salesforce Integration with Gmail to communicate with customers. The system administrator needs to enable representatives to use and create shared Lightning Email Templates directly from the Gmail integration panel. Which TWO actions should the administrator take to fulfill this requirement?
- Enable Enhanced Email in Salesforce Setup so emails saved from Gmail relate to records as standard Email Message records.Answer
- Assign a permission set containing the 'Create Lightning Email Templates' permission to the sales representatives.Answer
- CCreate and assign a new custom profile to the sales representatives to grant additive template management permissions.
- DChange the Organization-Wide Default (OWD) for Activity to Private to allow public folder sharing for email templates.
- EDeactivate the representatives' user accounts and recreate them with an integration profile.
Answer
The administrator should enable Enhanced Email in Salesforce Setup and assign a permission set containing the 'Create Lightning Email Templates' permission to the sales representatives.
Enabling Enhanced Email ensures logged emails become standard Email Message records, allowing seamless template integration. Assigning a permission set with the 'Create Lightning Email Templates' system permission allows reps to create and manage shared templates while adhering to baseline profile security.
Step-by-Step Solution
Key Concept
Configuring Gmail Integration and permissions for Lightning Email Templates
Estimated Time:1m 0s