Slaesforce FAQ

how to delete email template in salesforce

by Scot Satterfield Published 3 years ago Updated 2 years ago
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  • In your Salesforce organization, click on the App Launcher icon.
  • In the pop-up search box, enter email template and select Email Templates.
  • Click on the name of the template that you would like to delete.
  • In the top, right corner of the template selected, click on Delete.
  • Click Delete on the warning message to confirm deletion.

  1. In your Salesforce organization, click on the App Launcher icon.
  2. In the pop-up search box, enter email template and select Email Templates.
  3. Click on the name of the template that you would like to delete.
  4. In the top, right corner of the template selected, click on Delete.

Full Answer

How do I delete email templates?

If you wish to delete a template at any time, use My Computer or Windows Explorer to navigate to the templates folder, select the template and click delete.

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 delete templates?

Delete a template part from a form templateOpen the form template that contains the template part that you want to delete.On the form template, select the template part. Note: Template parts always appear inside section controls.Press DELETE. The template part is deleted from the view.

How do I edit Lightning email templates in Salesforce?

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 are Salesforce email templates stored?

Classic templates are stored under the Content tab in the My Templates folder. Note All templates that created in your Enterprise administrator account are available to your Lock & Publish channel members in their Global Templates folder.

How do I change my email template in Salesforce?

Customize the Email Address Change TemplateFrom Setup, enter All Experiences in the Quick Find box, and select All Experiences. ... Select Administration, and then select Emails.Under Email Templates, click. ... Under Email Templates, click. ... Click Save. ... To make customizations, edit the email template.

How do I delete a template in Outlook?

In your Outlook ribbon, select "Open Templates." On the page that opens, find and click the Template you'd like to update, and then select the "Edit" button at the bottom of the window. Make necessary changes and hit "Save Template." To delete a no longer needed Template, click "More," and then "Delete Template."

How can you delete a template that is part of writer?

Explanation: Click File > New from template. The Templates page will appear. Open the My Templates tab. The list of templates you've created will be displayed. Right-click on the template you want to delete and click Move to Trash. A dialog box will appear asking you to confirm the deletion.

How do I delete a BDO template?

To begin, click the Template Editor button in the Tools ribbon tab. This displays the “Edit report template” window. Click the downward arrow for the Template menu to select the template that you'd like to delete. Then, click the Delete button to the right.

How do I change the template in Salesforce?

Be sure to review Considerations for Changing Your Template before changing your template.Open Experience Workspaces.Click Administration | Settings. ... Click Change Template.Choose the template you want to switch to.When prompted, select Change Template to confirm your changes.

Where are lightning email templates stored in Salesforce?

Lightning email templates are saved in a private directory by default. All users can edit their own private templates and any public templates that they own. If you have the Manage Public Lightning Email Templates permission, you can also create, edit, and delete public templates.

What is email template in Salesforce?

The email template builder is a visual tool for creating rich, engaging 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.

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