If you are using Salesforce Lightning, click Setup. Click Email. It's in the sidebar menu to the left. This expands the email options in the sidebar. Click Email Templates. It's in the expanded options below "Email" in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates.
Full Answer
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 template within Salesforce?
- The first time you create a new letterhead, you will be given some information about letterheads. ...
- To create a new letterhead, click New Letterhead
- Click the checkbox next to Available for Use
- Type a label and a unique name for the letterhead and click Save
- Use the options to edit the header, body, and footer. ...
How to create your own default email signature in Salesforce?
- Click on your name (in the upper right hand section of the screen), and navigate to Setup
- Select Email > My Email Settings
- Add your Signature in the appropriate box (see screenshot below for reference).
- Press Save
- Do the happy dance and then brag to all of your co-workers!
How do I add an email to Salesforce?
We find it quite tiring having to click on "Send and Add" button, wait for the pop up window to query Saleforce and return the name of the contact, then manually click on "only one" record to attach the email to. We assume that many other organisation would want to record all emails to Salesforce contacts.
How to set up email alerts?
Firstly, go to Setup -> Search Email Alert ->Choose Email Alert -> Click new Email Alert.
Can you select the template you have created above?
You can select the template which is you have created above, for example, Test Email.
Can you include email alerts in Salesforce?
After the above step, we can now Include the Email Alert in the Action in Salesforce Flow, and the steps for that are mentioned below.
What is Salesforce email template?
Email Templates in Salesforce is a cool, productivity feature that can save tons of time for your users in sending emails. With the introduction of the Email Template Builder, it has become even more intuitive, hence the step-by-step guide to get you started with it. After going through it, you will learn how to:
What is an email template?
An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like Contacts, Leads, Opportunities, or custom objects. You can use email templates when mass emailing people with List Email or just to send to one person. You can create your own template or use templates created by Admin or your manager.
What are the different types of email templates?
You can create four different types of Classic email templates: Text, HTML with Classic Letterhead, Custom, and Visualforce. You can add text, merge fields, and attach files in all these types of 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.
Can you use email templates in Salesforce?
You can use email templates when mass emailing people with List Email or just to send to one person. You can create your own template or use templates created by Admin or your manager. There are two kinds of email templates in Salesforce: You can create four different types of Classic email templates: Text, HTML with Classic Letterhead, Custom, ...
How to type a name for an email template?
Type your email template's name. Use the text box labeled "Email template name" to type a name for the template.
Where is the login page for Salesforce?
Go to https://login.salesforce.com in a web browser. This is the login page for Salesforce.
How to mass email contacts?
You can also mass email contacts with your template. Go to the "Contacts" tab, scroll to the bottom and click "Mass Email Contacts" under the "Tools" section. You will be led through the process of choosing a template and choosing a contact list before sending.
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 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.
How to merge fields in Salesforce?
Select the "Merge Fields" values below the formatting toolbar. Salesforce merge fields allow you to define something that you would like to be personalized for each person and it creates a code that you will place in your template. When the email is sent out, it will populate those fields with values in the contact's information page.
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.
What is an email template?
Email Templates are designed for consistent mails so as to increase productivity. Before we discuss further about Email Templates, let us know about the required editions under which Email Templates works.
How to change the HTML version of a template?
For Custom and HTML templates, change the content or merge fields of the HTML version by clicking Edit HTML Version or change the content or merge fields of the text-only version by clicking Edit Text Version .
Can you leave text only in Salesforce?
But it is recommended to leave the Text Only Version Blank If you leave it blank, Salesforce automatically creates the text-only content based on the current HTML version. If you enter content manually, subsequent edits to the HTML version aren't reflected in the text-only version.
Is VisualForce email available in Personal Edition?
In Personal Edition, HTML and VisualForce email templates are not available.
