Slaesforce FAQ

can not do html email templates in salesforce

by Sedrick Bartoletti Jr. Published 2 years ago Updated 2 years ago
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It does not support HTML Tags, the HTML with letterhead types are all wyswig editors so any HTML entered directly will be stripped. If you want to send a custom template using pure HTML you need to use the HTML type or Visualforce type See the documentation here https://help.salesforce.com/articleView?id=admin_emailtemplates.htm&type=0

Full Answer

What are custom HTML email templates in Salesforce?

Custom HTML email templates are intended for advanced users that know HTML or companies that want to cut and paste existing HTML templates into Salesforce to get started right away. To create a custom HTML email template:

How do I create professional HTML email templates without knowing HTML?

Use the Salesforce wizard and easy-to-use formatting controls to create professional HTML email templates— without knowing HTML. Create a “custom” HTML template by cutting and pasting your own HTML— for advanced HTML users.

Where does the content come from in an HTML email template?

The content comes from the HTML email template. Enforce your company’s brand across all outbound communications by separating the letterhead from the templates that use it. Use a letterhead to make it easier to maintain your library of HTML email templates.

How do I track HTML emails in Salesforce?

Begin tracking HTML emails by adding the HTML Email Status related list to your lead and contact page layouts. This list includes the date the email was initially opened, most recently opened, and the total number of times it was opened. Use the HTML Email Status Report available to see a list of HTML email statistics.

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How do I enable HTML email in Salesforce?

Typically, incoming emails can be either strictly HTML, HTML and Text, or Text....Navigate to gear icon | Setup.Enter Email-to-Case in the Quick Find box, then select Email-to-Case.Click Edit.Select Enable HTML Email to enable or disable the setting.Click Save.

How do I add an HTML email template in Salesforce?

To create a custom HTML email template:From Setup, enter Email Templates in the Quick Find box, then select Email Templates.Click New Template.Choose Custom (without using Letterhead) and click Next.Complete the email template fields, and then click Next. ... Enter the HTML source text (with HTML tags), and click Next.More items...

How do I enable email templates in Salesforce?

If you need file access, we let you know.Open the record from which you want to send email.Click the Activity tab, then click the Email tab.To insert a template, click the Templates icon. Select the template you want and its contents appear. ... Edit your email as needed, then preview and send.

Can Salesforce send HTML emails?

You can create custom HTML email templates without using Classic Letterhead. If you don't know HTML, you can paste HTML code into your template.

How do I create an HTML email template in Salesforce lightning?

Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...

How do I add HTML code to Salesforce?

Add your HTML in the editor using one of these options. Enter or paste your HTML directly into the editor window on the left side of the screen. To add existing HTML, click browse then select your HTML from Content Builder. Drag files from your computer to the upload window to add one or more files.

What are the 4 types of email templates that can be created in Salesforce?

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 do I enable lightning email templates?

To configure email templates in lightningGo 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.More items...

How do I send an email template in Salesforce?

If you need file access, we let you know.Open the record from which you want to send email.Click the Activity tab, then click the Email tab.To insert a template, click the Templates icon. Select the template you want and its contents appear. ... Edit your email as needed, then preview and send.

How do I send HTML emails from Salesforce flow?

Step 1: Upload a . ... Step 2: Define Flow Properties. ... Step 3.1: Add a Screen Element. ... Step 3.2: Add an Email Component to capture Recipient Email Address. ... Step 3.3: Add a Text Component to Capture the First Name. ... Step 3.4: Add a Long Text Area Component to Capture the Email Body.More items...•

How do I change the HTML email template in Salesforce?

Modify or Create Email Templates in Salesforce ClassicFrom Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates.Click an email template name.Click Edit HTML Version.Replace the existing survey link with the following HTML. ... Complete this change for both surveys.

How do you call an HTML email template in Apex class?

Go to Setup-> search 'template' -> choose 'Classic Email Templates'-> click on 'New Template' button. Select Visualforce option for 'type of email template'. Enter template name, keep the other defaults. For this example, we use 'Test Account Alert Email'.

Basic Concepts

Use the Salesforce wizard and easy-to-use formatting controls to create professional HTML email templates— without knowing HTML.

Creating HTML Email Templates - Without Knowing HTML

Click the padlock icon to lock a section. This prevents users from altering the content of this section before sending the email.

Creating Custom HTML Templates - for Advanced HTML Users

Once you make a custom HTML email template available for use, users can select that template from a folder and send the email.

Best Practices for Using Letterheads

Keep the number of letterheads to a minimum. Most companies only require a single letterhead. You only need to create a second or third letterhead if your company has multiple divisions with different corporate brands or if you have a company logo in different languages.

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