Assign the required permissions for creating email templates and sending Distributed Marketing and Alerts messages.
Email Template Creators
People who create and manage Distributed Marketing and Alerts email templates need access to campaigns and flows. Work with your Salesforce administrator to make sure that they have these user permissions.
| User Permissions Needed | |
|---|---|
| To create and manage a campaign: |
Marketing Cloud Manager permission set OR View Flows AND Create or Edit Flows app permissions AND permissions to all elements in the flow |
| To create and edit flows: |
Marketing Cloud Manager permission set OR View Flows AND Create or Edit Flows app permissions AND permissions to all elements in the flow |
| To share flows and view shared flows: | Learn more about flow sharing. |
Distributed Marketing Message Senders
The Marketing Cloud Manager permission set gives users access to create and manage campaigns and flows, in addition to creating and sending distributed messages. While you can still assign the Marketing Cloud Manager permission set, most Distributed Marketing and Alerts senders don’t need its broad level of access if they only customize and send messages. Instead, you can restrict feature access by applying only the specific required permissions listed—either directly for a profile or through a custom permission set.
| Type | Name |
|---|---|
| Permission set license | Distributed Marketing and Alerts |
| Permission set | Send Distributed Marketing Messages |
| System permissions |
Access Activities Allow sending of List Emails Edit Tasks Lightning Experience User Manage Email Content Mass Email Send Email Send Unified Messaging Email |
| App permission | Send Distributed Marketing Message Event |
| Object permissions |
Read on Account, Lead, Contact, and Campaign AND Create, Delete, Update, View All, Modify All are optional for each object. |
| Content workspace and builder permissions |
Content Manager or Admin role |