Enable email template features and manage permissions and access for administrators and end users.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Unlimited, and Developer Editions |
Lightning and Email Template Builder Templates
| User | Preferences and Permissions Required |
|---|---|
| Create a Lightning email template: | Lightning Experience User |
| Create an Email Template Builder template: | Access Drag-and-Drop Content Builder |
| Add merge fields to a template or email: | Access to the fields on the applicable object |
| Attach a file to a template or email: |
Access to the file you’re attaching AND Edit rights to the email or the email template’s folder |
| Delete a template you created: | None. |
| To delete email templates: |
Modify All Data, template ownership, or Edit rights to the email template folder OR If the template is in a public folder: Manage Public Lightning Email Templates permission |
| To update email templates: |
For public email templates: Modify All Data, Manage Public Lightning Email Templates permission, or template ownership For email templates in an Enhanced folder: Modify All data, Edit access to the folder, or template ownership For private email templates: Modify All Data or template ownership |
| To create, edit, or delete public templates: |
Manage Public Lightning Email Templates OR Modify All Data |
| To create email template folders: |
Create Folders for Lightning Email Templates OR Modify All Data |
Classic Email Templates
| User | Preferences and Permissions Required |
|---|---|
| Create a Classic email template: | Send Email permission |
| To edit Classic HTML templates: | Edit HTML Templates |
| To manage public Classic email templates and folders: | Manage Public Classic Email Templates |