Salesforce Classic : Setup | enter Classic Email Templates in the Quick Find box. 1. Select an email template. 2. Click Edit. 4. Insert the email address you want to hyperlink.
- Click the App Launcher .
- Enter Email Templates in the Search apps and items... box and select Email Templates.
- Click New Email Template.
- Fill in these details: Field. Value. Email Template Name. Public Facing General. Description. ...
- Click Save.
How do I add enhanced letterheads to email templates?
Enter Letterheads in the Search apps and items... box and select Enhanced Letterheads. Click New. Click in the header section and click the insert image icon. Note: If you receive the "insufficient privileges" error in the Letterhead Content, navigate to Setup>Lightning Email Templates and toggle on Folders and Enhanced Sharing.
How to create an email template for general customer support letterhead?
Now create an email template with the General Customer Support letterhead: Click the App Launcher . Enter Email Templates in the Search apps and items... box and select Email Templates. Click New Email Template.
How do I add hyperlinks to an email template?
Highlight the email address, then click on the link button in the toolbar at the top of the template (this symbol is used to insert hyperlinks) 6. Then finally, click Save. For HTML with letterhead email templates:
How do I create a public facing general email template?
On the the right, click Email in the Activity tab. (You may have to click More to find it.) Click the Insert, create, or update template icon . Select the Public Facing General template from list that appears. Click Insert on the pop-up. Review the template for accuracy.
How do I add a letterhead to an email template in Salesforce?
Use the letterhead wizard to create both the properties and details of your letterhead.From Setup, enter Classic Letterheads in the Quick Find box, then select Classic Letterheads.Click Next if an introductory page appears.Click New Letterhead. To view a letterhead, select the name from the list.
How do you embed a letterhead in an email?
Click the insert image button, and upload your desired letterhead image, once you see your letterhead in your email, continue composing your email as usual. Rather than uploading your letterhead image from your hard drive every time you compose a message, you can also add it from a web address (URL).
How do I use a logo in an email template in Salesforce?
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 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.
What is enhanced letterhead in Salesforce?
A letterhead standardizes the information in the header and footer of an email template. Often, a letterhead shows a company's logo and contact information. Enhanced letterheads can include rich text, merge fields, images, links, and other styling.
How do I create a welcome email template in Salesforce?
Create a Welcome EmailLaunch the Trailhead Simulator.Click Begin.In the Local panel, click Welcome.Click Create and select Email Message. ... We are using the template we created and saved in Unit 1, so click the Saved tab.Click NTO Template, then click Select.More items...
How do you put a logo in an email template?
Simplified: Adding your logo to email templatesHead to the 'Branding' page, select your image file and click 'Upload logo' ... Right click the image, and select 'Copy image address'Select the email template you want to customise.Right click on the Signable logo and select 'Image Properties'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.
Where do I upload my logo for letterhead in Salesforce?
You must upload the logo image to the Documents tab before you can add it to the letterhead. Make sure the document is marked as an Externally Available Image so it is visible to non-Salesforce users when it is received in an email. So Document is the answer of your question.
How do I attach a document to an email template in Salesforce?
Go to the Email tab. Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template button. Select Insert Template. Click the Attach file button and select the file you wish to attach to the template.
What are the 4 types of email templates that can be created in Salesforce?
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.
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.