How do I create an email template in Salesforce?
How do I create an email template in Salesforce?
About This Article
- Go to https://login.salesforce.com and log in.
- Click your username in the upper-right corner and click My Setttings.
- Click Email in the sidebar to the left.
- Click Email Templates in the expanded options below “Email”.
- Click New Template.
- Click Save.
How do I create an email template in Salesforce lightning?
Steps to create an email template folder:
- Click the App Launcher.
- Search for Email Template.
- Click on Email Templates.
- In the upper right corner, click on New Folder.
- Enter value for Folder Label.
- Click on Save.
Does Salesforce have email templates?
Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities. You can use email templates when emailing groups of people—with list email or mass email—or just one person.
Where are email templates Salesforce?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.
How do I enable lightning email templates?
To configure email templates in lightning
- Go to Setup > Email > Lightning Email Templates.
- Enable Folders and Enhanced Sharing.
- Go to the Email Templates tab.
- In the Folders section, click All Folders.
- Click the New Folder button.
How do I use Lightning email templates in email alerts?
How to Enable Lightning Email Templates
- Go to Setup and search for “Lightning Email Templates”
- Switch “Folders and Enhanced Sharing” to on (see screenshot below)
How do I find email templates in Salesforce?
Access Classic Email Templates If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
What is the difference between classic and lightning email templates?
An important distinction you’ll need to keep in mind is the difference between Classic and Lightning templates. Both will be available for you to use in an email, but only Lightning templates can be edited after they are inserted into your email.
How do I view email templates in Salesforce lightning?
You can see a list of all lightning email templates by:
- clicking on the App Launcher in Lightning.
- scrolling past the list of apps to the list of object.
- click on Email Templates.
How do I use classic email templates in Salesforce?
Create Text Email Templates in Salesforce Classic
- Do one of the following:
- Click New Template.
- Choose the Text template type, and click Next.
- Choose a folder in which to store the template.
- To make the template available for use, select the Available For Use checkbox.
- Enter a name in Email Template Name .
How do I manage email templates in Salesforce?
From the menu under your name, select Setup or My Settings. Then from the left side of the page, click Email | My Templates. Click on name of any email template to go to Viewing Email Templates page. To edit or delete a template, click Edit or Del next to the template name in list.
What are the types of email templates?
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.
How to create an email template in Salesforce ( with pictures )?
Click Email Templates to return to the email templates menu and click New Template again. Click the checkbox next to “Available for Use””. This saves the email template for later use. Type your email template’s name. Use the text box labeled “Email template name” to type a name for the template. Type a unique name for your template.
What do you need to know about Salesforce CRM?
Salesforce’s CRM allows you to keep track of contacts, conversations and other information related to business accounts. This database allows people from different departments to interact with the information with increased efficiency. Salesforce also boasts a number of ways to streamline communication, such as website data and email templates.
Where do I find my email settings in Salesforce?
Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface. Click My Settings. It’s in the drop-down menu below your username. If you are using Salesforce Lightning, click Setup. Click Email. It’s in the sidebar menu to the left. This expands the email options in the sidebar.
Can a Salesforce email be set up for tracking?
Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs. Click Letterhead Creation if you have chosen an email with letterhead.