We are using salesforce outlook plugin and when we want to select email template and relate to an object to bring in merge field, the drop down is showing lot of objects and there is no configuration to control the object list based on logged in user profile/permission set
1 Answer
Objects are displayed based on logged in user Create and Read permissions of the objects. If the user has access to 2 objects, dropdown will show 2 objects.
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This is about Salesforce Outlook add-in and not for the deprecated Salesforce for Outlook standalone windows application right? The tag on the question is kind of throwing me off. Commented Mar 29, 2023 at 14:09