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Difficulty: MediumSalesforce Outlook and Gmail Integration with Email Templates

A global logistics firm is deploying the Salesforce Integration with Outlook for its dispatch operations team. The manager requests that dispatchers be able to organize Lightning Email Templates into shared folders and access public template folders directly from the Outlook integration pane. Which two administrative actions must the Salesforce administrator take to fulfill these requirements? (Select TWO.)

  1. Enable Folders and Enhanced Sharing for Email Templates in Salesforce Setup.Answer
  2. Assign a permission set containing the Manage Public Lightning Email Templates system permission to users who need folder sharing management capabilities.Answer
  3. C
    Clone the Standard User profile to grant administrative folder management privileges directly to all dispatchers.
  4. D
    Change Organization-Wide Defaults (OWD) for Email Templates from Private to Public Read/Write.
  5. E
    Configure Case Assignment Rules to automatically push shared email template folders to the Outlook integration side panel.

Answer

The administrator must enable Folders and Enhanced Sharing for Email Templates in Setup and assign a permission set with the Manage Public Lightning Email Templates system permission to users managing template folders.
Enabling 'Folders and Enhanced Sharing' in Setup provides the infrastructure for organizing Lightning Email Templates into shared folders, while assigning a Permission Set with 'Manage Public Lightning Email Templates' gives designated users administrative rights over public folder sharing.

Step-by-Step Solution

1
Identify the required feature settings for public folder sharing of Lightning Email Templates.
Recognize that 'Folders and Enhanced Sharing' must be enabled in Setup to move beyond private or unfiled public folders.
Enhanced sharing provides folder-level security and permission management for Lightning Email Templates.
2
Determine the correct administrative permission model for granting folder management permissions.
Select the 'Manage Public Lightning Email Templates' system permission via a Permission Set rather than modifying user Profiles.
Permission sets adhere to the principle of least privilege by providing additive permissions without cluttering profile definitions.

Key Concept

Lightning Email Template Folder Sharing and Permissions
Estimated Time:1m 30s
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Topics

Salesforce Outlook and Gmail Integration with Email Templates

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