How do I send a test email template 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 use the conga email template in Salesforce?
Create a Conga Email TemplateClick the Conga Email Templates tab.Click New to create a record.Enter a description and basic information about the new template and save the record. ... Click Advanced Editor to create the body of the template.Copy and paste merge fields from the Template Builder into the Advanced Editor.More items...
How do I trigger an email template in Salesforce?
Go to Setup-> search 'template' -> choose 'Classic Email Templates'-> click on 'New Template' button. Select Visualforce option for 'type of email template'. Enter template name, keep the other defaults. For this example we use 'Test Account Alert Email'.
How do I send a test email in Salesforce lightning?
In the Content tab of Email Studio:Click the down arrow associated with the email you would like to send.Click Preview and Test.In the Test Send tab, enter up to five email addresses for Recipient or select a test data extension containing all the subscribers for your test.More items...
How do I access Conga Template Builder in Salesforce?
0:031:55Conga Solution Manager Template Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn the copy fields format. Select the document type for the template in the options area select orMoreIn the copy fields format. Select the document type for the template in the options area select or clear the use text based merge fields box to format the fields using the text-based format.
How do I update my conga template in Salesforce?
Update the Conga Template RecordNavigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface. ... Click Attach File.Click Choose File. Locate the updated template you saved locally.Click Attach File.Click Done and close the window.
How do I create a test class email template in Salesforce?
Steps to Create a New Email template are as follows: Go to Setup-> search 'template' -> choose 'Classic Email Templates'-> click on 'New Template' button. Select Visualforce option for 'type of email template'. Enter template name, keep the other defaults. For this example, we use 'Test Account Alert Email'.
How do I automate emails in Salesforce?
If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.
How do I use a flow email template?
To send email from your flow, either call an email alert action or create the email in the flow. Send an email by using a workflow email alert to specify the email template and recipients. The flow provides only the record ID. Send an email by specifying the subject, body, and recipients in the flow.
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.
How can I test if my email is working?
Just visit www.email-checker.net to use this tool. Enter the email address you would like to check and Email Checker will show you the results. Mail Tester is a web tool that let's you enter an email address to verify if there are problems with it or if it exists.
How do I test email alerts in Salesforce?
if you want to test the actual template behind the email alert you could simply go to the object where the workflow is written and go to activity history and click on send email and select your email template and you can then see all the template with all the merge fields populated.
Configuring Email Templates
Typically the easiest way to create your own custom template is to clone one of the email templates provided in the unmanaged Conga samples package and then edit it.
Installing Customization Samples package
The Conga Approvals Management (Customization Samples) package contains email templates, components, Visualforce pages and Apex controllers which can help you build you templates and approval summary pages for custom context objects.
Configuring Email Templates
For a process with header and child process steps, use the Conga Approval Email Templates. Notification templates are used to create the notifications sent to approvers to alert them to pending approvals and to allow them to approve or decline a request without logging in to Salesforce.
Setting up Email Templates and Alerts
Default email templates provide the ability to use Intelligent Approvals out of the box and begin testing approval process workflows quickly; however, if you want to have bespoke emails for your organization or you want to attach documents to approval request emails, you must use custom email templates.
To customize email templates
You must have installed the Conga Approvals Management and Conga Quote/Proposal Approvals Management packages.
