How to Create an Email Template in Salesforce
- Navigate to the arrow next to your username. ...
- Click “New Template”.
- You may now use the wizard if you prefer, but otherwise, click “Visualforce” and then click “Next”.
- Select the folder where the Salesforce email templates will be stored. ...
- Select the “Available For Use” checkbox if you wish for this template to be offered to other users as well.
Full Answer
Can I use Visualforce to create email templates?
Developers and administrators can use Visualforce to create email templates. The advantage of using Visualforce over standard HTML email templates is that Visualforce gives you the ability to perform advanced operations on data that is sent to a recipient.
How do I create email templates in Salesforce Lightning?
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. Some can be edited and some may be protected from editing.
How do I edit a template in Visualforce?
If you do not 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. 1. Click New Template. 2. Choose Visualforce and click Next.
How do I edit a Salesforce email template that contains merge fields?
If desired, in the Related To Type dropdown list, select the object from which the template retrieves merge field data. Click Save. On the View and Edit Email Templates in Salesforce Classic page, click Edit Template.
How do I create a VF page email template in Salesforce?
Creating a Visualforce Email TemplateDo one of the following: ... Click New Template.Choose Visualforce 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 send a template email in visualforce?
Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.Click New Template.Choose Visualforce and click Next.You cannot send a mass email using a Visualforce email template.Choose a folder in which to store the template.More items...•
How do I create an email template in Salesforce?
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...
Can we use VF page in email template?
Thanks! Yes, You can. First, Create a Visualforce Component Instead of Visualforce Page. Then you can create Your visualforce email template and add it to the template.
How do I use Visualforce email templates in Apex?
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'.
How do I add a link to a Visualforce email template?
In Salesforce ClassicOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.
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 create a email template in Salesforce Marketing Cloud?
Create TemplatesClick Create.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.Complete required fields.Add content to the email.Save the email.
How do I use 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 test a Visualforce email template?
Creating A Visualforce Email TemplateGo to Setup and type email template in the quick find box and click Classic Email Templates. ... Click the New Template button.For the type of email template option select Visualforce.On the template page we can set the email subject, email template name and the Template Unique Name.More items...•
What is setTargetObjectId in Salesforce?
setTargetObjectId(targetObjectId) is used while sending email from Apex code using SingleEmailMessage. Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent.
What is the advantage of using Visualforce?
The advantage of using Visualforce over standard HTML email templates is that Visualforce gives you the ability to perform advanced operations on data that is sent to a recipient. Although Visualforce email templates use standard Visualforce components, they are not created in the same way.
Can Visualforce contain a single tag?
The <messaging:emailTemplate> tag must contain either a single <messaging:htmlEmailBody> tag or a single <messaging:plainTextEmailBody> tag. Several standard Visualforce components are not available for use within <messaging:emailTemplate>.
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.
Thursday, July 7, 2016
Follow the wizard to create Visualforce email template from: Setup | Communication Templates | Email Templates | New Template and select Visualforce in Step 1 "Choose the type of email template you would like to create".
Getting Started with Salesforce Visualforce Email Template
Follow the wizard to create Visualforce email template from: Setup | Communication Templates | Email Templates | New Template and select Visualforce in Step 1 "Choose the type of email template you would like to create".
How to specify Visualforce version?
1. To specify the version of Visualforce and the API used with this email template, click Version Settings. If you’ve installed managed packages from the AppExchange, you can also specify which version of each managed package to use with this email template.
What is the purpose of Visualforce?
Developers and administrators can use Visualforce to create email templates. The advantage of using Visualforce over standard HTML email templates is that Visualforce gives you the ability to perform advanced operations on data ...
Can Visualforce contain a single tag?
The <messaging:emailTemplate> tag must contain either a single <messaging:htmlEmailBody> tag or a single <messaging:plainTextEmailBody> tag. Several standard Visualforce components are not available for use within <messaging:emailTemplate>.
