Salesforce | Template Folders

You can create Template Folders to organize and share templates across your organization.

Create a Template Folder

1. Navigate to the Template Folders tab in the Sinch SMS for Salesforce app.
2. Click on the New button from the list view action bar.
3. Enter a Template Folder Name for the new folder.
4. (Optional) Click the Sync sharing permissions now checkbox to sync your new sharing settings to all templates that belong in this folder when you click the save button.
5. Click the Save button to create your new folder.

Share a Template Folder

1. Navigate to the Template Folders tab in the Sinch SMS for Salesforce app.
2. Select the Template Folder that you want to share.
3. Click the Sharing button from the record action bar.
4. Grant access to records to share the folder and set the Template Folder Access Level (Read Only or Read/Write).