To give users access to the Email Content object and to Salesforce Digital Experiences, assign permissions. A Salesforce admin is best equipped to assign the required permissions.
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.
- Click Manage Assignments.
- On the Create Account Engagement Content permission set page, click Manage Assignments.
- Click Add Assignments, and then select the users who need the permission set.
- Click Assign.
-
For easy access to files, encourage users to add CMS Workspace and CMS Channel tabs to
their navigation.
- Open the Account Engagement Lightning App.
-
To edit tabs, click
on the navigation.
- Click Add More Items.
- With All selected, search for CMS and select CMS Workspaces and CMS Channels.
- Click Add 2 Nav Items and save.
To allow a non-admin user to create workspaces and channels in the Digital Experiences app, assign the user the Create CMS Channels and Workspaces system permission.