Make sure that the person configuring enhanced email in Account Engagement has the
appropriate access. You can quickly create a permission set with the necessary permissions on the
Content Setup page. A Salesforce admin is best equipped to assign the permissions that are
required.
Required Editions
| Available in: any
Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and
Unlimited Editions
|
| User Permissions Needed |
| To access Marketing Setup: |
View Setup and Configuration
AND
Customize Application
|
| To create permission sets: |
Manage Profiles and Permission Sets |
| To assign permission sets: |
Assign Permission Sets |
-
From Marketing Setup, in the Quick Find Box, enter Content, and then
select Content Setup.
-
To create the necessary permission set, click Create Permission Set
and save.
-
From Setup, click Manage
Assignments.
-
On the permission set page, click Manage Assignments again.
-
To select the admin user who configures email, click Add
Assignments.
-
Select a user, and then click Assign.
-
For easy access to Salesforce Digital Experiences, add the CMS Workspaces and CMS Channels
tabs to your Account Engagement Lightning App toolbar.
