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Restricting Sales Insight Editing of Email Templates

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Anonymous
Not applicable

Restricting Sales Insight Editing of Email Templates

We want to be able to lockdown content areas within a Marketo template.  We can lock them down in Marketo, but once they are in SFDC, they can be edited.  Is there any way to do this in SFDC?

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Anonymous
Not applicable

Re: Restricting Sales Insight Editing of Email Templates

You could make some areas of the email images instead of text if you really didn't want a particular thing to be edited (such as a discount %), but you can't really overuse that workaround.

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Josh_Hill13
Level 10 - Champion Alumni

Re: Restricting Sales Insight Editing of Email Templates

Not that I know of. Most sales people won't be troubled to write more than a line or two above the approved copy anyway. Unless your team is making really bad changes, this is not a big deal.

The only way to deal with this is to block access to this function.

Anonymous
Not applicable

Re: Restricting Sales Insight Editing of Email Templates

Thanks Josh!  We didn't think there was a way to do it either. 

Anonymous
Not applicable

Re: Restricting Sales Insight Editing of Email Templates

You could make some areas of the email images instead of text if you really didn't want a particular thing to be edited (such as a discount %), but you can't really overuse that workaround.

View solution in original post