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Anonymous
December 17, 2014
Question

Restricting Sales Insight Email Templates

  • December 17, 2014
  • 1 reply
  • 899 views
Can you restrict sales insight templates so that only certain SFDC users can see them? We have several different sales teams and need to make sure the teams don't use the wrong templates. I know you can label folders to make them team specific but that won't stop them from using those templates.

 
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1 reply

Josh_Hill13
Josh_Hill13
Level 10
December 18, 2014

Rachel,
 

It might be possible to do this with some fancy SFDC code, but generally there are no controls on that. You also could go into the Email Templates in SFDC (where the Marketo emails will appear) and try to restrict their visibility.

You'll have to train the teams to not use emails not for them.

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