Can I restrict which sales email templates sales insight a rep has access to in SFDC? | Community
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A
Anonymous
May 27, 2014
Question

Can I restrict which sales email templates sales insight a rep has access to in SFDC?

  • May 27, 2014
  • 3 replies
  • 1118 views
We are working on rolling out Marketo Sales Insight to our sales team - Is it possible to restrict which templates a sales rep has access to? For example, if I want to give access to all templates to Rep A, but only some of the templates to Rep B? Thanks!
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3 replies

A
Anonymous
May 27, 2014
Hi Joy,
you can just define which emails are avaiable for ALL of your sales reps. You cannot configure it more detailed.

Best regards

Steffen
K
kpara3-2
Level 9
May 27, 2014
Joy,

I think there are ideas out there on this. You should vote them up!

Kim
A
Anonymous
May 27, 2014
Thank you!! I agree -- this would be awesome if it had these capabilities. I was thinking, maybe in Workspaces?? But I'm not sure on that, nor do we use Workspaces. So....anyways, thank you!
A
Anonymous
June 22, 2015

Joy Martinez Unfortunately, workspaces don't restrict it either. All reps have access to all emails from all workspaces.

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