Configuring Approved Email End Users
Additional configuration is required for Approved Email end users. Approved Email is a primary channel of communication between end users and the accounts they serve. End users compose emails from approved content, select accounts as recipients, personalize the content (if enabled), and send the emails to accounts.
Configuring Approved Email for

To configure Approved Email for end users:
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Navigate to Admin > Users & Groups > Permission Sets.
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Select the permission set for the appropriate user profile.
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Navigate to Objects.
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Grant the following permissions:
Object Object Permission Object Types Fields Field Permission account__v R n/a - approved_email_opt_type__v
- language__v
- restricted_products__v
Read approved_document__v R - email_fragment__v
- email_receipt__v
- email_template__v
- engage__v
- medical_inquiry_template__v
- allow_any_product_fragment__v
- allowed_document_ids__v
- detail_group__v
- document_description__v
- document_host_url__v
- document_id__v
- document_last_mod_datetime__v
- email_allows_documents__v
- email_domain__v
- email_fragment_html_file__v
- email_from_address__v
- email_from_name__v
- email_html_file__v
- email_replyto_address__v
- email_replyto_name__v
- email_subject__v
- email_template_fragment_document_id__v
- email_template_fragment_html_file__v
- isi_document_id__v
- language__v
- other_document_id_list__v
- pi_document_id__v
- piece_document_id__v
- product__v
- status__v
- territory__v
- vault_document_id__v
- vault_instance_id__v
Read approved_email_settings__v R n/a - add_recipients__v
- approved_email_consent_text__v
- approved_email_consent_mode__v
- approved_email_domain__v
- approved_email_field_exclusions__v
- approved_email_filter_fields__v
- approved_email_disclaimer_text__v
- multichannel_explicit_opt_in__v
- approved_email_restricted_words__v
- approved_email_test_address__v
- approved_email_vault_endpoints__v
- approved_email_vault_query__v
- approved_email_count_limit__v
- approved_email_duration_limit__v
- created_by__v
- created_date__v
- disabled_approved_email_entrypoints__v
- enable_approved_email_receipts__v
- enable_drafts_folder__v
- enable_group_email__v
- global_id__sys
- id
- modified_by__v
- modified_date__v
- legacy_crm_id__v
- link__sys
- name__v
- recipient_name_in_email_header__v
- recipient_specific_fields__v
- security_profile__v
- setupownerid__v
- status__v
- timeline_view_email_link__v
Read channel_metrics__v R n/a - name
- account__v
- channel_value__v
- channel_source__v
- external_id__v
- last_email_error_date__v
- email_delivery_error__v
- email_activity__v
Read email_activity__v
R
- email_activity__v
- vault_activity__v
- event_type__v
- activity_datetime__v
- event_msg__v
- approved_document__v
- city__v
- click_url__v
- client_name__v
- client_os__v
- client_type__v
- country__v
- device_type__v
- vault_doc_id__v
- vault_doc_name__v
- vault_document_number__v
- vault_document_title__v
- ip_address__v
- link_name__v
- vault_document_major_version__v
- vault_document_minor_version__v
- region__v
- sent_email__v
- user_agent__v
- vault_instance_id__v
Read
multichannel_consent__v
CRE
- approved_email__v
- account__v
- capture_datetime__v
- channel_source__v
- channel_value__v
- detail_group__v
- last_device__v
- mobile_id__v
- opt_expiration_date__v
- opt_type__v
- product__v
- signature_datetime__v
- signature_id__v
- signature__v
Edit
- optout_event_type__v
Read
sent_email__v CRE - account__v
- call__v
- clm__v
- email_receipt__v
- events_management__v
- medical_event__v
- medical_inquiry__v
- account_email__v
- account__v
- approved_email_template__v
- call2__v
- capture_datetime__v
- detail_group__v
- email_config_values__v
- email_config_values_file__v
- email_fragments__v
- email_group_id__v
- email_sent_date__v
- email_source__v
- last_device__v
- mc_capture_datetime__v
- mobile_id__v
- object_type__v
- ownerid__v
- product__v
- related_transaction_id__v
- sender_email__v
- sent_email_status__v
- status__v
- subject__v
- territory__v
- user_input_text__v
- valid_consent_exists__v
Edit - approved_document_views__v
- click_count__v
- clicked__v
- created_date__v
- email_content_file__v
- failure_msg__v
- last_activity_date__v
- last_click_date__v
- last_open_date__v
- open_count__v
- product_display__v
Read tsf__v R n/a - account__v
- allowed_products__v
Read user__sys R n/a - approved_email_admin__v
Read user_detail__v
CRE
user_detail__v n/a
n/a
- Grant end users Execute permission to the Send Email object action permission on the Account object.
- Navigate to Application > File Staging in the permission set.
- Grant end users access to File Staging in the Enable Access column.
- Enable the VMOC for channel_metrics__v.
- Ensure users have read access to the modified_date__v field on the channel_metrics__v object.
- Navigate to Admin > Configuration > Objects > Account > Object Types.
- Select the Actions link.
- Select Edit Object Type Actions from the Actions menu.
- Enable the Send Email action for the appropriate account object types.
- Select Save.
- Add the language__v field to the approved_document__v layout.