Adding Public Folder to Lightning Email Builder

Account Engagement public folder lightning email builder
October 21st, 2023Account Engagement

If you are using the Lightning Email Builder, you likely want to save your email templates in a public folder.  The public folder will allow anyone in your team to access the email templates.  (Saving the email templates in the Private folder means only you will have access.)

But sometimes, you can’t see “Public Email Templates” as a choice.

If this happens, you need to update the Permission Set.

 

Account Engagement missing public folder

 

1. Go to Use CMS with Email Templates and Email Content permission set

Salesforce Account Enagagement Use CMS with Email Templates and Email Content

 

2. Go to System Permissions

Account Engagement system permission Use CMS with Email Templates and Email Content

 

3. Make sure that Manage Public Lightning Email Templates is checked

Account Engagement Manage public folder in Lighting Email Builder

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