A company's sales operations director wants a designated group of territory managers to create and share public Lightning Email Templates for use within the Salesforce Integration with Outlook. Regular sales representatives should be allowed to view and use these templates, but must not be able to edit or manage them. Which combination of administrative actions fulfills this requirement following security best practices?
- Create and assign a permission set containing the 'Create Lightning Email Templates' permission to the territory managers, and share the template folder with edit access for managers and view access for representatives.Cevap
- BEnable the 'Manage Public Lightning Email Templates' permission directly on the Standard User profile assigned to all sales users, relying on role hierarchy to prevent editing.
- CSet the Organization-Wide Default sharing for Email Templates to Public Read/Write and assign all sales users to a single delegated administration group.
- DClone the Standard User profile to create a custom profile with 'Modify All Data' enabled for territory managers, leaving sales representatives on the standard profile.
Cevap
The administrator should create and assign a permission set with the 'Create Lightning Email Templates' permission to the territory managers, and configure folder sharing access appropriately.
Assigning a targeted Permission Set with 'Create Lightning Email Templates' to territory managers combined with granular template folder sharing enforces least privilege while enabling template creation and management in Outlook integration.
Adım Adım Çözüm
Anahtar Kavram
Lightning Email Template Permissions and Folder Access Control