SOLVED

Restricting Sales Insight Editing of Email Templates

Go to solution
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?

1 ACCEPTED SOLUTION

Accepted Solutions
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

3 REPLIES 3
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.