Step 1: Load a Record To start a Lightning Email Template, navigate to a record that contains Salesforce Activities. This will often be the Contact or Case record. Step 2: Create the Template Click the Email button. Instead of typing out a new email, click the Insert, Create, or Update Template button and select Create a Template.
- 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.
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).
What are form factors in Salesforce templates?
The type of form factor or device the template renders on, such as a desktop or tablet. Valid values are: Medium (tablet), and Large (desktop). Because the only reasonable width value for a Small form factor (phone) is Small, you don’t have to specify a Small type. Salesforce takes care of that association automatically.
What is the Salesforce Lightning interface?
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 do I use a custom template in the Lightning app builder?
Once implemented, your custom template is available in the Lightning App Builder’s new page wizard for your page creators to use. My Domain must be enabled in your org before you can use custom template components in the Lightning App Builder. Custom Lightning page template components are supported for record pages, app pages, and Home pages.
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 enable lightning email template?
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...
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.
What is lightning email templates in Salesforce?
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.
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.
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 I create a lightning email template folder?
Steps to create an email template folder:Click the App Launcher.Search for Email Template.Click Email Templates.In the upper right corner, click New Folder.Enter value for Folder Label.Click Save.
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: ... Click New Template.Choose Custom (without using Classic Letterhead) 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 you use lightning email templates in flow?
Using the Email Alert in the Action In flowFirstly, Go to Setup -> Search Flow->Choose Flows -> Click New Flow.Secondly, choose the Type of flow you want to create; you can use any flow here as per your requirement. ... Now to Include Email In the flow, Click on the Plus sign and Select Action.More items...•
How do I create an HTML email template in Salesforce?
To create a custom HTML email template:From Setup, enter Email Templates in the Quick Find box, then select Email Templates.Click New Template.Choose Custom (without using Letterhead) and click Next.Complete the email template fields, and then click Next. ... Enter the HTML source text (with HTML tags), and click Next.More items...
How do I save an email template in Salesforce lightning?
0:051:08How to Create an Email Template in Salesforce Lightning #DF17YouTubeStart of suggested clipEnd of suggested clipHow to create an email template in Salesforce lightning. Click here and go to setup enter emailMoreHow to create an email template in Salesforce lightning. Click here and go to setup enter email templates in the quick find box then select email templates. Click new template choose the text template
1. Build the Template Component Structure
A custom template is an Aura component bundle that should include at least a .cmp resource and a design resource. The .cmp resource must implement a template interface, and declare an attribute of type Aura.Component [] for each template region. The Aura.Component [] type defines the attribute as a collection of components.
2. Configure Template Regions and Components in the Design Resource
The design resource controls what kind of page can be built on the template. The design resource specifies:
3. (Optional) Add a Template Image
If you added a description to your .cmp resource, both it and the template image display when a user selects your template in the Lightning App Builder new page wizard.
How to use template in Outlook?
To use the template in the future, navigate to your Contact or Case record and click the Email button. Instead of typing out a new email, click the Insert, Create, or Update Template button and select Insert a Template. You can now choose the template you created and use it for the email activity.
How many types of email templates can I create?
Once you click the New Template button, you will see you can create four different types of email templates. Each option allows you to create a template. For example, the HTML with Classic Letterhead allows you to create a template and layout using your company’s letterhead.
Can you automate email in Salesforce?
Once you set up your email automation, you don’t have to track and email customers individually and find information from multiple records, as the system will do that work for you.
Can you automate Lightning email templates?
The Lightning templates are similar; however, they are currently only used as “one off” templates. That means that you cannot automate them like the Classic Email Templates. Salesforce has plans to allow automation in the future, but you can use them to send emails to individual recipients for now.
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 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.
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.
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.
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.
Does Salesforce email have tracking?
Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs. ...
