Select the folder where the Salesforce email templates will be stored. It is important to choose a folder with a moderately short path so that your template remains easy to find and well saved, otherwise the template may be lost or overwritten unintentionally at a later time.
Full Answer
Is there an issue with email templates in Salesforce?
There is no issue regarding any Salesforce email template setting, but rather some changes needed to be done on the Outlook side. While it is true that Outlook is a very popular email client, it is beyond our control how Outlook handles and delivers email.
How to create a forget password email template in Salesforce?
Salesforce will take forget password email template from customer portal settings. You can customize the email template directly. Go to the settings. Setup-> customize-> customer portal ->Email Notification Settings ->Lost Password Template->click on the email template (Customer Portal: Customer Portal Reset Password (SAMPLE)).
How do I change the email template for the lost password?
Setup-> customize-> customer portal ->Email Notification Settings ->Lost Password Template->click on the email template (Customer Portal: Customer Portal Reset Password (SAMPLE)). You can change the email template content from the above settings.
What if my company is using custom HTML or Visualforce email templates?
If your company is using the custom HTML or Visualforce email templates and facing issues, kindly work with your developers to validate the custom HTML & CSS tags and code to ensure they adhere to the standards and best practices and are adjusted and fine-tuned to meet User requirements.
Where are Salesforce email templates stored?
Classic templates are stored under the Content tab in the My Templates folder. Note All templates that created in your Enterprise administrator account are available to your Lock & Publish channel members in their Global Templates folder.
Can you save email templates in Salesforce?
Note If an email template has an attachment, you can't use Save or Save As to make a copy of it from the email composer. Click the Merge icon and use the merge picker to insert merge fields. Click the Templates icon and then save the email template as new.
Where are lightning email templates stored?
Lightning email templates are saved in a private directory by default. All users can edit their own private templates and any public templates that they own. If you have the Manage Public Lightning Email Templates permission, you can also create, edit, and delete public templates.
How do I find my templates in Salesforce?
To access your Salesforce email templates, do one of the following: If you have permission to edit public templates, from Setup, click – Communication Templates | 'Email Templates'. If you don't have permission to edit public templates, at the top of any Salesforce page, click the down arrow next to your name.
How do I save a template in Salesforce?
Hover over Template. Select a template type. When creating from an existing template, select the template to start creating from and click Select. Save the template.
How do I import an email template into Salesforce?
On your Salesforce dashboard, click the gear icon in the top right corner of the page and then select “Setup.” On the next page, on the left side menu, click open the “Email” option and then select “Classic Email Templates.” On the Classic Email Templates page, select “New Template.”
How do I manage email templates in Salesforce?
Click the name of any email template to go to the Classic Email Templates page.To edit or delete a template, click Edit or Del next to the template name in the list.Click New Template to create any type of Classic email template.More items...
How do I manage email templates in Salesforce lightning?
From Setup, enter Permission Sets in the Quick Find box. Then, select Permission Sets.Click one of the standard permission sets, and click System Permissions.Click Edit, select Manage Public Lightning Email Templates, and click Save.
How do I access classic email templates in lightning?
Why can't I access Classic email templates in Lightning?...Navigate to Setup and search for Global Action.Locate the Email action (use the one named Email which is from the TargetX Recruitment Manager package). ... Click the Layout button, add the Email Template field to the layout.Save your changes.More items...
How do I enable email template builder in Salesforce?
8:2226:00Using the New Salesforce Email Template Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipSet if you don't have the permission. Set you won't see this. So i'll go ahead and click the editMoreSet if you don't have the permission. Set you won't see this. So i'll go ahead and click the edit builder. And you'll notice that there are different components.
What are email templates Salesforce?
An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging.
How do I clone an email template in Salesforce?
Clone an Email Template From Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates. Select the Wellness Survey folder. Click the email template name of the template you want to modify. Click Clone.