Insert email template button or email template tab is not available

Udgivelsesdato: Aug 28, 2023

Beskrivelse

Users aren't able to insert email templates when sending emails because there is no Insert Email Template button visible.

Løsning

First, ensure that the 'Send Email' permission is enabled.

Add the permission "PermissionsEmailTemplateManagement" via API.

To apply the same change in other profiles in sandbox/production use Workbench

1. Go to https://workbench.developerforce.com/login.php
2. Login with your Prod Org credentials
3. Go to Queries > SOQL Query > Query on Profile Object to get the Partner profile ID.
4. From the results, hover over the Partner profile ID and click on Update Option
5. Search for “PermissionsEmailTemplateManagement”
6. Set value to *True*
7. Click Confirm Update at the bottom

Note: The Insert Email Template button is only available for Partner Community users. It's not available for Customer Community or Customer Community Plus users.

For creating permission set please see this link:
https://help.salesforce.com/articleView?id=perm_sets_create.htm&type=5

For creating profiles, refer to this link:
https://trailhead.salesforce.com/en/content/learn/projects/keep-data-secure-in-a-recruiting-app/create-custom-profiles

Vidensartikelnummer

000380513

Løste denne artikel dit problem?

Giv os besked, så vi kan forbedre os!