How to Create an Email Template in Salesforce
- This is the login page for Salesforce.
- Sign into your Salesforce account. You will be asked for an email and a password. ...
- Click on the small arrow next to your username. It's in the upper right hand corner.
- Click My Settings. It's in the drop-down menu below your username.
- Click Email. It's in the sidebar menu to the left.
- Click Email Templates.
- 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.
What is Salesforce email and how do I enable it?
Once Salesforce Email is enabled, users can access the My Salesforce Email page to view their unique Salesforce email and customize their settings. When sending an email from an external email application, use Email to Salesforce to automatically associate that email with your leads, contacts, opportunities, and other specific Salesforce records.
How do I create a custom email address in Salesforce?
When composing, forwarding, or replying to an email, type the custom email address into Salesforce in the BCC field (or any other recipient field). And then Salesforce receives a copy of the email.
How to create email templates in Salesforce?
Click Email Templates. It's in the expanded options below "Email" in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates. Click New Template. It's the above the list of email templates in the main section of the screen. There are probably a number of templates that the company has created already.
How do I set up email in Salesforce Lightning?
Salesforce Lightning is the new user interface for Salesforce that launched in 2015. 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.
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 create an HTML email 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...
Can you use Salesforce to send emails?
You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365.
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 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 lightning email templates?
Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.
How does Salesforce email work?
If you configure Email to Salesforce to associate emails to matching leads or contacts, Salesforce searches the To and CC fields for the email addresses of your leads or contacts. If any leads or contacts are found, Salesforce saves the email to the Activity History related list on the appropriate record.
What email server does Salesforce use?
Gmail / Outlook These are the basic tools that are used in your client email application to view matching Salesforce records and relate emails and events to those records.
How do I create a lightning email template?
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...
Does Salesforce have email templates?
Email Templates in Salesforce Classic Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.
How do I create a classic email template in Salesforce?
Create Text Email Templates in Salesforce ClassicDo 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 .More items...
How do I use 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.
How to use email template?
You can use your email template by going to a contact page, scrolling down to the bottom and clicking the "Send an Email" button under "HTML Email Status.". Click "Select Template" at the top and choose your newly created template. You can also mass email contacts with your template.
What is Salesforce Lightning?
If you are using Salesforce Lightning, click the icon that resembles a gear. Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface.
How to mass email contacts?
You can also mass email contacts with your template. Go to the "Contacts" tab, scroll to the bottom and click "Mass Email Contacts" under the "Tools" section. You will be led through the process of choosing a template and choosing a contact list before sending.
How to use custom domain?
If your company has a custom domain, click Use custom domain below the login screen and enter the custom domain in the space provided. If you don't know your custom domain, contact your administrator. Click on the small arrow next to your username. It's in the upper right hand corner.
How to make a letterhead?
The first time you create a new letterhead, you will be given some information about letterheads. Click Next to continue. To create a new letterhead, click New Letterhead.
Can you create an email template in Salesforce?
You can create an email template that can be sent out en masse, allowing you to reach customers quickly. This article will tell you how to create an email template in Salesforce.
Can you send emails with HTML?
Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead.
A Step-By-Step Guide To Email To Salesforce
If you are looking for an effective way to link external email in Outlook or Gmail to Salesforce record, then you have come to the right place. In this blog, we will show how to quickly step up the email to the Salesforce feature and get the email reply in Salesforce under the same contact form you’ve sent the email.
Email To Salesforce Process
When sending an email from an external email application, use Email to Salesforce to automatically associate that email with your leads, contacts, opportunities, and other specific Salesforce records. When composing, forwarding, or replying to an email, type the custom email address into Salesforce in the BCC field (or any other recipient field).
Steps To Set Up Email To Salesforce
Click on the save button and copy the email address highlighted in the screenshot below.
Considerations For Using Email To Salesforce
The maximum no. of email addresses that Email to Salesforce can match is 50. Email to Salesforce processes only the first 50 unique addresses in the email if the combined number of addresses in the To and CC fields exceeds the limit.
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