Delete a Lightning email template.
- 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.
- 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.
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 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.
How do I change the default background color in Salesforce Lightning?
If grey is your thing, then leave it alone, but for everything else, go to Style (on the right), click the color selection box and change it to #FFFFFF or 255, 255, 255 to reset the background to white. Add images to email templates in Salesforce Lightning easily by dragging an image component from the left-hand sidebar on to the email canvas.
How to update existing email alerts to use a new Lightning template?
Great news: it’s easy to update existing Email Alerts to use a new Lightning email template, you just need to edit the Email Alert and point it to the new Lightning email template. This is a two-part process (perhaps try it in a sandbox first!).
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 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.
How do I manage email templates in Salesforce?
To edit or delete a template, click Edit or Del next to the template name in the list. Click New Template to create any type of Classic email template. If you have the “Manage Public Classic Email Templates” permission, you can click [Change] next to the Author field to select a different author.
Can you delete an email from Salesforce?
From a record in Salesforce, look into the Activity Timeline. To the right of the email to be deleted is a carat for an options menu. Click the carat and then choose Delete.
How do I edit email templates 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 change the default email template in Salesforce?
To enable default email templates:From Setup, enter Support Settings in the Quick Find box, then select Support Settings.Click Edit.Select Enable default email templates .Choose the Apex class that contains your template selection logic.Click Save.
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.
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 access Lightning email templates 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 delete email activity in Salesforce?
To delete activity by user:On the By User tab, add the email addresses or user names of the people whose activity you want to delete.Click Delete, and confirm your selection.To avoid data corruption when we stop capturing data for the user, deactivate the user in Salesforce.
Can I change email content without stopping a journey?
2 Answers. Show activity on this post. You don't need to stop the journey in that case. Each email activity in Journey Builder creates a triggered email interaction in the background, that you can publish the changes to.
How do I delete activity history in Salesforce?
In Salesforce, go to Setup. In the left sidebar, at the top in Quick Find type Mass Delete and click on the option below Mass Delete Records. Click the Search Button. Select the messages desired and click Delete button.
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 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 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.
