Preventing Approved Email Content from Displaying

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To prevent certain email templates and email fragments from displaying to users as options to select when composing emails, content creators can mark the Approved Email content as hidden. Email Templates and Email Fragments marked as hidden still display when accessed directly, for example, when launched from CLM to send an email or share dynamic content, or when used for Recommended Emails.

Configuring Hidden Approved Email Content

In Vault, configure the following:

  1. Grant the integration user Read field permission to the Hide from CRM Library (crm_hidden__v) check box field on the Email Template and Email Fragment document types.
  2. Add the Hide from CRM Library (crm_hidden__v) field to the Email Template and Email Fragment document types.

In CRM, configure the following users:

  1. Grant Approved Email integration users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Approved_Document_vod

    CRU
    • Email_Fragment_vod
    • Email_Template_vod
    		 Hidden_vod

    Edit

  2. Grant end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Approved_Document_vod

    R
    • Email_Fragment_vod
    • Email_Template_vod
    		 Hidden_vod

    Read

Preventing Approved Email Content from Displaying

Content creators can select the Hide from CRM Library (crm_hidden__v) field on Email Templates and Email Fragments when creating content in Vault. When the content syncs to CRM, this field maps to the Hidden_vod field on the corresponding Approved_Document_vod records.

When the Hidden_vod field is checked for an Approved_Document_vod record, that email template or fragment does not display in the Send Email screen when users compose Approved Emails from the following entry points:

  • Accounts
  • Calls
  • CLM
  • MyInsights
  • Suggestions