Adding Public Folder to Lightning Email Builder

Account Engagement public folder lightning email builder

If you are using the Lightning Email Builder, you likely want to save your email templates in a public folder.  The public folder will allow anyone in your team to access the email templates.  (Saving the email templates in the Private folder means only you will have access.)

But sometimes, you can’t see “Public Email Templates” as a choice.

If this happens, you need to update the Permission Set.

Account Engagement missing public folder

1. Go to Use CMS with Email Templates and Email Content permission set

Salesforce Account Enagagement Use CMS with Email Templates and Email Content

2. Go to System Permissions

Account Engagement system permission Use CMS with Email Templates and Email Content

3. Make sure that Manage Public Lightning Email Templates is checked

Account Engagement Manage public folder in Lighting Email Builder

 


 

This Pardot article written by:  Jen Kazin

Greenkey Digital

Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.

Original Pardot Article: https://greenkeydigital.com/public-folder/?utm_source=rss&utm_medium=rss&utm_campaign=public-folder

Find more great Pardot articles at https://greenkeydigital.com/

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This Pardot article written by:  Jen Kazin

Greenkey Digital

Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.

Original Pardot Article: https://greenkeydigital.com/public-folder/?utm_source=rss&utm_medium=rss&utm_campaign=public-folder

Find more great Pardot articles at https://greenkeydigital.com/