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Sales Productivity

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Sales Productivity

Folders and Enhanced Sharing in Lightning Experience

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Folders and Enhanced Sharing in Lightning Experience

Use folders and enhanced sharing to let users decide who can use which email templates. Otherwise, all email templates are public and available to all users.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Enable Folders and Enhanced Sharing for Email Templates
To let users create folders, enable this setting.
Select Which Users Can Create and Share Email Template Folders
Admins and any users with the Modify All Data permission can create email template folders. To let other users create email template folders, give them the Create Folders for Lightning Email Templates permission.
Considerations for Email Template Folders and Sharing
As you manage and share email templates and their folders, keep these considerations in mind.

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