The sales operations manager at an enterprise company reports that representatives using the Salesforce Integration with Outlook cannot locate or apply company-standard Lightning email templates from the Outlook integration panel. Upon investigation, the administrator finds that the templates were created in a public folder, but the representatives lack the necessary user permissions and folder visibility settings. Which TWO configurations should the system administrator perform to resolve this issue? (Select TWO.)
- Grant the 'Use Lightning Email Templates' system permission to the representatives via a permission set.Cevap
- Share the specific Lightning email template folder with the representatives by granting them View access.Cevap
- CBuild a dedicated custom profile with Administrative Permissions enabled and assign it to the entire sales team.
- DAdjust the organization-wide default sharing setting for the Email Template object from Private to Public Read/Write.
- EActivate Einstein Activity Capture for the user group to automatically expose draft email templates within the Outlook integration pane.
Cevap
To allow sales representatives to access and insert Lightning email templates directly within the Salesforce Integration with Outlook pane, the system administrator must grant the 'Use Lightning Email Templates' system permission (preferably via a permission set) and ensure the folder containing the Lightning email templates is shared with the representatives with at least View access.
For sales representatives to view and insert Lightning email templates within the Salesforce Integration with Outlook pane, two requirements must be satisfied: users must hold the 'Use Lightning Email Templates' user permission (best delivered via permission set), and the template folder containing the records must be shared with them with View access.
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Salesforce Outlook Integration Lightning Email Template Permissions and Folder Sharing Controls