Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Can we restrict Message templates visibility according to roles?

in Sales 1 comment

Summary:

We have requirement to implement message templates and show those on opportunity based on roles.

Content (please ensure you mask any confidential information):

In opportunity, we have sales users who sends email for quoting. We will be using message templates for defining email structure.

But we want to restrict one of Message templates based on roles.
Ex 1: Quote Information Message template should only be visible to Sales Admin

Ex 2: Generic template should be visible to all users.

Do we have any way we can handle these criteria?

Version (include the version you are using, if applicable):

24C

Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!