- Use App Launcher and type ‘email’ in the search box then click ‘Email Templates’ .
- Click the ‘New Email Template’ button. Figure 3 : ‘New Email Template’ Button
- Specify the template name and select any object like contact, account etc as Related entity Type. ...
- By creating a Lightning Email Template, you can see the ‘Edit in Builder’ button. Figure 5 : ‘Edit in Builder’ button
- Click this button and you can use the elements to create the rich email template. ...
Full Answer
How do I create an email template in Salesforce?
- To edit or delete your email templates, click Setup in the drop-down menu below your username. ...
- 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 ...
- You can also mass email contacts with your template. ...
How to create a lightning email template?
- Related Entity Type is the list of objects from which your HTML email template can retrieve field level information to insert into the email template. ...
- The merge field must match the object that you are pulling information from. ...
- Selecting a Related Entity Type locks that template to that object. ...
How to send mass emails in Salesforce Lightning?
- Go to ‘Setup’ and Enter ‘Permission Sets’ in Quick Find box
- Choose any one of the standard Permission Set
- Then scroll down to ‘System Section’
- And click ‘System Permissions’
- Click ‘Edit’ button in permission set page
- Check the checkbox for ‘Allow sending of List Emails’ to enable list email
- Click ‘Save’ button
How to configure Lightning sales path Salesforce?
- In Salesforce Setup, navigate to: Path Settings → New Path
- Name the Path, select the object, and record type (if applicable). I align the names of my paths [object name – record type name].
- Select the picklist field. Path can be based on any picklist field (the picklist values will display from left to right, following how they are ordered in setup)
How do I create a lightning 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...
How do I create an email template in Salesforce?
About This ArticleGo to https://login.salesforce.com and log in.Click your username in the upper-right corner and click My Setttings.Click Email in the sidebar to the left.Click Email Templates in the expanded options below "Email".Click New Template.Select a template type.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 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...
What is Salesforce Lightning email template?
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.
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.
Where are lightning email templates in Salesforce?
Create Email Templates in Salesforce Lightning Click on App Launcher (the 9 dots, in the top left hand corner) and search for Templates in the App menu.
How do I create a template in Salesforce?
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.
Who can create email templates in Salesforce?
You can create your own template or use templates created by Admin or your manager. There are two kinds of email templates in Salesforce: Classic Email Templates.
How do I change my email template in lightning?
Modify or Create Email Templates in Lightning ExperienceFrom the App Launcher, select Email Templates.Click New Email Template and enter a name.Click Select Folder, select a folder, and click Select Folder.Compose the email to use as your template.Click Save.
Where is email template used Salesforce?
Go to email alerts and click on the column email template name to order the email templates and then you can search for you specific template. Then click on the email alert description to see which Wf rule is using the template.