Considerations for Using Public and Private Email Templates in Lightning Experience

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Considerations for Using Public and Private Email Templates in Lightning Experience

Review these considerations before implementing private and public email templates.

Available in: Lightning Experience

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

Users who don’t own an email template don’t see email templates in their private folder in the Email Templates object home. They see public email templates only when choosing an email template in the Email or List Email composer.
Users with the Modify All Data permission can create, read, edit, and delete public email templates and their own private templates.
Users with the View All Data permission can’t modify email templates in other users' private folders. However, they can see the templates.
When a user with the View All Data or Modify All Data permission inserts an email template into an email composer, they can access their own private templates, templates that have been shared with them, and public templates.
Partner portal users can access public email templates only.
Users must have Access Activities permissions in order to send emails.
Customer Community and Customer Community Plus users can’t access email templates in Lightning Experience.
Email templates used in cadences must be accessible to the sales rep. Store them in the public folder.

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