Considerations for Email Template Folders and Sharing

As you manage and share email templates and their folders, keep these considerations in mind.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
  • Folder names must be unique between Salesforce Classic and Lightning Experience.
  • Partner portal users can access public email templates.

Lightning Experience

  • Sharing on Lightning email templates is inherited from the folder it is in.
  • Subfolders inherit sharing from the parent folder.
  • Sharing a folder shares:
    • All the templates in that folder
    • All subfolders in that folder, along with their email templates
    • Any new templates that are added to the folder in the future
  • Lightning Email Template folders are supported in first-generation managed packaging only.

Salesforce Classic

  • Classic email templates can’t be saved to Lightning template folders and vice versa.
  • Classic email templates maintain their own folders and folder sharing settings in Lightning Experience.
  • Classic email templates and folders don’t show up on the Lightning email templates home. Changes to Classic template folders must be made in Setup.