Slaesforce FAQ

how to insert an image in email template salesforce

by Zelda Fisher Published 2 years ago Updated 1 year ago
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Add Image to Salesforce Template:

  • From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic Email Template.
  • Select the template you want to add the image to and click the Edit HTML Version
  • Paste the Image URL address into the template. Here is an example of the code:

Using Image Tags
  1. Add an image to the Documents tab.
  2. On the Documents home page, open the image by clicking its name.
  3. Right-click the image and get its reusable URL address. When you use the URL, you reference the copy of the image on the Salesforce server.
  4. Open your custom HTML or Visualforce template.

How to add image to Salesforce template?

Add Image to Salesforce Template: 1 From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic... 2 Select the template you want to add the image to and click the Edit HTML Version 3 Paste the Image URL address into the template. Here is an example of the code: More ...

How to add images to email templates?

After uploading, click on the image link to open the image and then do a right click and go to properties to get the path for the image and include this path in your email template. Thanks.

How do I add an image to a document?

If you do not see “Documents” in the menu bar, click on the “+” and select it from the list. Under Recent Documents, click New. Give the image a descriptive name and store in Shared Documents. If you do not want anyone other than yourself to have access, then store the image in My Personal Documents. It is also a good idea to add a description.

How do I import an image into my personal documents?

Give the image a descriptive name and store in Shared Documents. If you do not want anyone other than yourself to have access, then store the image in My Personal Documents. It is also a good idea to add a description. Click the Choose File button and navigate to the image file to import.

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How do I insert an image into a Salesforce email?

0:072:46Get hands-on with Inserting Images into Your Email Templates - YouTubeYouTubeStart of suggested clipEnd of suggested clipHey there everybody it's the minute admin here and in this video we're going to get hands-on withMoreHey there everybody it's the minute admin here and in this video we're going to get hands-on with inserting images into our email templates. So let's start off by enabling folders. And enhance sharing

How do I insert a picture into an email template?

Click in the body of the email and place your cursor where you want to image to appear. Click on the Insert an Image button in the Formatting Controls bar. - The Insert an Image button is the small picture of a tree and cloud. Click the Save button.

How do I add an image to my lightning email template?

Include Images In Your Lightning Email TemplatesStep 1: Enable Folders and Advanced Sharing for Lightning Email Templates.Step 2: Create an Email Template folder.Step 3: Navigate to Email Template and Add Folder.Step 4: Create an Email Template in created Folder and Add Image.More items...•

How do I add a logo to my Salesforce email template?

Navigate to Gear icon | Setup | Email | Classic Letterheads.Select your letterhead by clicking on the label.Select Edit Letterhead | Select Logo.Click to select the appropriate image. Then click Save.

How do I insert a picture into a template?

Inserting a Graphic File External to the Current TemplateIn the template, position the cursor where you want to insert the image file.Click the INSERT Field button. ... Select INSERT Image.Next to the Image file to insert field, click the Open button; then browse to and select the graphic file you want to insert.More items...

How do I upload an image to Salesforce?

Upload an ImageNavigate to Marketing | Content | Files.Click + Add File.Enter a descriptive file name for internal use, and fill in the other fields.Click Choose File, and select the image you want to upload.Click Upload file.

How do I add an image to a HTML email template in Salesforce lightning?

Add the Image File to Documents:Go to the Documents Home page. ... Under Recent Documents, click New.Give the image a descriptive name and store in Shared Documents. ... Click the Choose File button and navigate to the image file to import.Click the Save.

How do I upload an image to Salesforce lightning?

Upload your image file to the Product Media record....Obtain the Salesforce Record ID for the image file.Click on the image you uploaded.From the Header drop-down, select View File Details.In the URL, copy the 15 or 18 digit Salesforce Record ID for the image. Save the ID in a location you can easily reference later.

How do I create a custom email template in Salesforce lightning?

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 add a logo to my HTML email?

To attach an image, you need to have the encoding scheme of the image you want to attach. This is the base64 string of the picture. You can get this by right-clicking on the image you want to attach, copy the image address, and paste it into the HTML text. The recipient will have a preview of when they open the email.

How do I upload a logo to Salesforce?

Salesforce Classic:Click the "+" icon on the Navigation bar.Click "Documents"Click the "New" button.Fill up the Document Name.Tick the checkbox for "Externally Available Image"Select the folder you want it to be saved.Upload the logo by clicking on "Choose File"Find the file on your Computer and click "Open"More items...

How do I add a logo to my letterhead in Salesforce?

In Salesforce Classic Navigate to Setup | Communication Templates | Classic Letterheads. Select your letterhead by clicking on the label. Select Edit Letterhead | Select Logo. Click to select the appropriate image.

How to add images to a document?

To add images you first need to upload the image file to Documents. From there you can access the URL address to include in the HTML of the template. Here is how it’s done: Add the Image File to Documents: Go to the Documents Home page.

How to add a picture to a Word document?

Add the Image File to Documents: 1 Go to the Documents Home page. If you do not see “Documents” in the menu bar, click on the “+” and select it from the list. 2 Under Recent Documents, click New. 3 Give the image a descriptive name and store in Shared Documents. If you do not want anyone other than yourself to have access, then store the image in My Personal Documents. It is also a good idea to add a description. 4 Click the Choose File button and navigate to the image file to import. 5 Click the Save

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