Salesforce.com administrators are able to organize a large number of Acoustic Campaign email templates into folders and assign permissions to these folders.
About this task
Complete the following steps to configure the template management in Salesforce.com.
Procedure
-
Open a email template in Acoustic Campaign and check Share template with CRM
system.
-
Open Salesforce.com and sync templates from Acoustic Campaign to Salesforce.com by
clicking the plus (+) icon (in the classic interface) or the Edit icon (in the lightning interface)
in the toolbar.
-
Select All Tabs in the View drop-down menu.
-
Click Sync Acoustic Campaign Templates.
You should sync templates when you make a change to a template in Engage and want it to be
reflected in the Salesforce.com folders. For example, if you add or delete a template from Acoustic Campaign, you should Sync Acoustic Campaign Templates.
If you have a common email that should be available to everyone, leave this template in
Unfiled Public Email Templates or create a folder that is accessible to everyone.
-
Next, select User > Setup > Communication Templates > EmailTemplates to
create or edit a template folder.
-
From the Unified Public Email Templates page, click Create New
Folder.
-
From the New Email Template Folder page, choose the templates you want
to display in this folder and assign permissions to the folder.
Note:
If templates are not assigned to a folder, they are saved in the Unfiled Public Email Templates
folder which everyone can access.