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/)
- 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.
- Click Save.
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)
Where do I find Lightning email templates in Salesforce?
Create Email Templates in Salesforce Lightning Click on App Launcher (the nine dots, in the top left-hand corner) and search for Templates in the App menu.
Where do I find email templates in Salesforce?
To access your email templates, do one of the following:If you have permission to edit public templates, from Setup, enter Classic Email Templates in the Quick Find box, then select Classic Email Templates.If you don't have permission to edit public templates, go to your personal settings.
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 access classic email templates in lightning?
Why can't I access Classic email templates in Lightning?...Navigate to Setup and search for Global Action.Locate the Email action (use the one named Email which is from the TargetX Recruitment Manager package). ... Click the Layout button, add the Email Template field to the layout.Save your changes.More items...
What are lightning email templates?
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.
How do I edit an existing email template in Salesforce?
From Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates. Click an email template name. Click Edit HTML Version.
How do I manage a template in Salesforce?
Manage Templates in SalesforceFrom Setup, in the Quick Find box, enter Quip , and then select Quip.From the Template Manager, select a Salesforce object, and click See Object Templates.To preview an object's embedded documents, click the document title. ... To mark an embedded document as a template, click.More items...
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 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 are classic email templates used in Salesforce?
Classic Email Templates They use Salesforce Merge Language (SML) to insert merge fields. These templates can be used in Workflow Rule, Process Builder, or Flow to send email alerts.