![]() Here are five questions to ask your team: >Who needs access to the email builder and CMS? >What do you want to name your CMS workspace?Ī workspace is the primary organizing and security principle in CMS. 5 Questionsīefore you start, you need to do a little planning. Once you create the permission set, you need to choose Manage Assignments and add the necessary marketers to the new permission set.ĬMS stands for Content Management System, and it streamlines image storage for the Email & Landing Page Builders.Įnabling CMS involves two steps: Setting up the CMS and selecting the channel for the email builder. Next, click on “Create Permission Set” and assign the new permission set to the correct users. ( Contact me if you need help in any of these areas.) 2. ![]() ![]() If you are missing the prerequisites, you’ll need more time. To start, go to Salesforce, choose Setup, and in the QuickFind Box type CONTENT SETUP.
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