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I have created a Permission Set that allows the System Permission "Access drag-and-drop content builder" for email content > Assigned said Permission Set to my user account > enabled the toggle for Lightning Email Templates Folders and Enhanced Sharing > Waited 30 mins and also logged out and in.

 

Unfortunately when I created a new lightning template, save, and then click Edit, I see no option to Edit in Email Template Builder...what could I be missing? 

답변 3개
  1. 2023년 3월 20일 오후 9:03

    Hi ,

     

    I tried several things and eventually it worked, not sure what eventually worked.

     

    I think the trick was to make a new template AFTER I assigned the permission set to my profile. Then the button becomes visible.

     

    Hi , I tried several things and eventually it worked, not sure what eventually worked. I think the trick was to make a new template AFTER I assigned the permission set to my profile.

    After saving the template, the button becomes available on the record.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000FSs5FSAT

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