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            Set Template Options for Sales Emails and Alerts

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            Set Template Options for Sales Emails and Alerts

            An Account Engagement admin can control which email templates are available for Sales Emails and Alerts. You can allow classic email templates, Lightning email templates, or both. Classic email templates are allowed by default.

            Required Editions

            Available in: All editions with Sales Emails and Alerts
            User Permissions Needed
            To edit Sales Emails and Alerts settings Account Engagement Administrator role
            Note
            Note Salesforce Engage is now known as Sales Emails and Alerts. You can expect to see the previous name in a few places until we replace it, including in the app itself.
            1. Open the settings for your business unit.
              • In Account Engagement, click gear icon and then select Settings.
              • In the Lightning app, select Account Engagement Settings.
            2. Click Edit, and then click Sales Emails and Alerts to expand the section.
            3. In the Email Template Options section, select the template options that you want to allow for Sales Emails and Alerts users.
              If you allow Lightning templates, you can choose templates from a public folder, the user’s private folder, or select specific folders.
            4. To require a template, select Set a default template for Engage emails and then select a template.
            5. Save your changes.
             
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