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. DGCustomerFirst (https://www.dgcustomerfirst.run/)
How to check which email template is being used by Salesforce?
You can use Salesforce Happy Soup, which provides 100% free Salesforce Impact Analysis. Happy Soup will tell you which email alerts are using your template, as well as which apex classes are using SOQL against the EmailTemplate object. PS: I'm the creator/owner of happysoup.io and I'm not trying to sell you anything.
How do I create a text-only email template in Salesforce?
Once you make a custom HTML email template available for use, users can select that template from a folder and send the email. When you leave the text-only version blank, Salesforce automatically creates text-only content for you based on the current HTML code.
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 track HTML emails in Salesforce?
Begin tracking HTML emails by adding the HTML Email Status related list to your lead and contact page layouts. This list includes the date the email was initially opened, most recently opened, and the total number of times it was opened. Use the HTML Email Status Report available to see a list of HTML email statistics.
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.
Can we create a report on email template in Salesforce?
An Email Template report shows statistics about emails sent with a specific email template. The data includes the number of emails sent, unique clicks, unique click rate, total clicks, and total click rate.
How many email templates are there in Salesforce?
four different typesIn 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 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 do you email a monthly report?
Guidelines for Writing Email ReportsUse the Subject line to Introduce Your Email Report.Develop a Format for Writing Your Email Report.Focus on Relevant Details in Your Email Report.Proofread Email Reports before Sending Them Out.Introduction.Body.Writing Email Reports' Conclusion.
What is Salesforce Developer Console?
The Developer Console is an integrated development environment with a collection of tools you can use to create, debug, and test applications in your Salesforce org. Open the Developer Console. It takes only a couple of clicks to open the Developer Console from Salesforce Classic or Lightning Experience.
What are the different types of email templates 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 Preview email templates in lightning?
In Lightning, users can write an email and create templates directly from records. When sending an email directly from a record in Lightning, 'Send Test and Verify Merge Fields' is unavailable, but you can preview the email by clicking the eye icon.
What can email template contain?
Email templates can contain content substitutes, such as e-marketing, links, unique codes of special offers, and the name and surname of the client (i.e., user-specific information). When sending messages, the server substitutes the actual content for the replacements.
Where do I find Lightning email templates in Salesforce?
From 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.
Can we use lightning email template in process builder?
Now use Lightning email templates—including Email Template Builder email templates—in Salesforce automations, including email alerts, Flow, Workflow, Process Builder, Approval Processes, and more.
How do I find email template builder in Salesforce?
8:2226:00Using the New Salesforce Email Template Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipSet if you don't have the permission. Set you won't see this. So i'll go ahead and click the editMoreSet if you don't have the permission. Set you won't see this. So i'll go ahead and click the edit builder. And you'll notice that there are different components.
How to create an email template in HTML?
To create an HTML email template: From Setup, enter Email Templates in the Quick Find box, then select Email Templates. Click New Template. Choose HTML (using Letterhead), and click Next.
What is the description in email?
Description —The description is used as the title of any email activities you log when sending mass email. Enter the content for the HTML email, and then click Next: Click any section and begin entering text for your message. Use the formatting toolbar to insert graphics and format the content.
Why use a letterhead in HTML?
Use a letterhead to make it easier to maintain your library of HTML email templates. If your company’s logo changes, just change the logo in one place and HTML email templates using the letterhead will be updated automatically.
Do email templates have a letterhead?
The fields are the same as for an HTML email template with a letterhead (see above), but custom HTML email templates do not have a Letterhead or Email Layout. Enter the HTML source text (with HTML tags), and click Next. Enter the Subject to appear in the email you send.
Can you modify a custom email template?
Users cannot modify the content of a custom HTML template when they select it for use in an email. Custom HTML email templates are intended for advanced users that know HTML or companies that want to cut and paste existing HTML templates into Salesforce to get started right away. To create a custom HTML email template:
Do I need to create a second letterhead?
Most companies only require a single letterhead. You only need to create a second or third letterhead if your company has multiple divisions with different corporate brands or if you have a company logo in different languages.
Can you use a single letterhead in HTML?
Use a single letterhead as the foundation for all your HTML email templates. If your logo, company colors, or corporate identity change, make a change to your letterhead and that change will be applied to all HTML email templates using the letterhead. Your letterhead can define the header and footer of all HTML emails.
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 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.
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.
