Make sure that the person configuring enhanced email in Account Engagement has the
appropriate access. You can quickly create a permission set with the necessary permissions on the
Content Setup page. A Salesforce admin is best equipped to assign the permissions that are
required.
Required Editions
Available in: any
Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and
Unlimited Editions
User Permissions Needed
To access Marketing Setup:
View Setup and Configuration
AND
Customize Application
To create permission sets:
Manage Profiles and Permission Sets
To assign permission sets:
Assign Permission Sets
From Marketing Setup, in the Quick Find Box, enter Content, and then
select Content Setup.
To create the necessary permission set, click Create Permission Set
and save.
From Setup, click Manage
Assignments.
On the permission set page, click Manage Assignments again.
To select the admin user who configures email, click Add
Assignments.
Select a user, and then click Assign.
For easy access to Salesforce Digital Experiences, add the CMS Workspaces and CMS Channels
tabs to your Account Engagement Lightning App toolbar.
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