Restricting Sales Insight Editing of Email Templates

Question

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?

Anonymous · Accepted Answer

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.

Josh_Hill13 · Answer

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.

Sign up

Login with SSO

Login to the community

Login with SSO