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Create and Edit Email Template Folders in Salesforce Classic
Create email template folders and set their visibility so that users have the correct access level.
Required Editions
| User Permissions Needed | |
|---|---|
| To create, edit, and delete public email template folders in Salesforce Classic: | Manage Public Classic Email Templates |
This topic describes how to create email template folders and set their visibility in Salesforce Classic. For information on folder sharing for email templates in Lightning Experience, see Enable Folders and Enhanced Sharing for Email Templates.
- From Setup, in the Quick Find box, enter Classic Email Templates, and then click Classic Email Templates.
- Click Create New Folder.
- Enter an Emal Template Folder Label. The label is used to refer to the folder on user interface pages.
- Choose a Public Folder Access option. Select Read/Write if you want users to be able to change the folder contents. A Read Only folder can be visible to users but they can't change its contents.
- Select one or more email templates and click Add to store them in the new folder.
-
Choose a folder visibility option:
- This folder is accessible by all users gives folder access to all users in your organization.
- This folder is hidden from all users makes the folder private.
- This folder is accessible only by the following users allows you
to grant access to a desired set of users. The sets of users vary by edition and whether your
organization has territory management. Choose a set of users from the
Search dropdown list. Then select the desired value from the
Available for Sharing list and click Add to move
the value to the Shared To list.
When you share a folder with a group, managers of the group members have no access to the folder unless those managers are also members of the group.
- Click Save.
Email template folders can only contain email templates. You can create new email templates in the folder or move existing email templates on their Edit page.
Note Email templates that are used by Web-to-Case, Web-to-Lead, assignment rules, or escalation
rules must be marked as “Available for Use.”
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