You can of course, for static links, use the HTML Email template editor toolbar If the link is meant to be dynamic, use an sobject formula field that in turn uses Hyperlink, then reference the formula field in your email template. See https://success.salesforce.com/answers?id=90630000000h16fAAA
Full Answer
How do I create an email template in 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.
What is Salesforce Lightning email templates?
Salesforce comes to the rescue with Lightning Email Templates. Using the Lightning email builder, built on the Salesforce platform, you are able to insert fields into email templates (mail merge) from a record in Salesforce to use across a range of use cases (e.g. for sales emails, renewals, case updates).
How to get email template results based on conditions?
For, Text or HTML based email templates, you need to create a formula field which will return results based on your conditions. Show activity on this post. Show activity on this post. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I edit email templates in the content builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template Send Test and Verify Merge Fields (please vote for the idea here!)
Can you edit email templates in Content Builder?
Can you edit Lightning email templates?
Can you use email templates in Salesforce?
Can we use formula field in email template Salesforce?
You need to add {! } around your formula field. You can use this for any formula operator ( LEFT , FIND , etc.). Although you could use this method for the HYPERLINK operator as well, I would recommend just putting the hyperlink directly into the email template, since the formatting allows for HTML.
What can an email template contains 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. You can create plain-text email templates to send to recipients who can't read HTML email.
How do I add condition to an email template?
For the Section that you wish to be condition, select the icon. Under the Condition Set heading, select Add Condition Set. Select the Edit icon . The Condition Set window will display.
Can we add table in HTML email template in Salesforce?
Is it possible to add a table to an email template? Hi, You need to create a Visualforce Template type email template for this. In the same, then you can create Apex:Datatable or simple html table.
What can email template contains?
Email templates can contain content substitutes, such as e-marketing, links, unique codes of special offers, and the name and surname of the client (i.e., user-specific information). When sending messages, the server substitutes the actual content for the replacements.
What are the different types of email templates 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.
Can I use if condition in email template in Salesforce?
Conditional logic only works correctly if you use Visualforce Email Template. For, Text or HTML based email templates, you need to create a formula field which will return results based on your conditions.
What is MSO in email template?
The mso number within the conditional tags refers to which Outlook version you are targeting. There are other mso numbers to target different versions of Outlook: Outlook 2000 = mso 9.
What are MSO tags?
We can use MSO (Microsoft Office) tags to add HTML / CSS anywhere in an email template. This code will be ignored by other email clients.
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: ... Click New Template.Choose Custom (without using Classic Letterhead) 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 .More items...
How do I add a record link in an email template in Salesforce?
Learn how to add a hyperlink to an image or text in email templates....Salesforce: Email Template with HyperlinkCreate the email template. Create the email template as per normal, add all merged fields needed.Case Number hyperlink. ... Account Name hyperlink. ... Sending Email.
How do I add a button to an email template in Salesforce?
To add a custom link or button on the Case screen, navigate in Salesforce to Setup > App Setup > Customize > Case > Buttons Links and Actions. Create a custom button or link. In our example we're defining a custom button to execute some javascript which will open an email template.
Can you edit email templates in Content Builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you use email templates in 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.
Can you edit email templates in Content Builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you use email templates in 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.
