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            Considerations for Email Template Folders and Sharing

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            Considerations for Email Template Folders and Sharing

            As you manage and share email templates and their folders, keep these considerations in mind.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            • Folder names must be unique between Salesforce Classic and Lightning Experience.
            • Partner portal users can access public email templates.

            Lightning Experience

            • Sharing on Lightning email templates is inherited from the folder it is in.
            • Subfolders inherit sharing from the parent folder.
            • Sharing a folder shares:
              • All the templates in that folder
              • All subfolders in that folder, along with their email templates
              • Any new templates that are added to the folder in the future
            • Lightning Email Template folders are supported in first-generation managed packaging only.

            Salesforce Classic

            • Classic email templates can’t be saved to Lightning template folders and vice versa.
            • Classic email templates maintain their own folders and folder sharing settings in Lightning Experience.
            • Classic email templates and folders don’t show up on the Lightning email templates home. Changes to Classic template folders must be made in Setup.

            See Also

             
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