Salesforce email templates are pre-designed email layouts used for creating and sending standardized emails. Salesforce users also can create and customize email templates. It can also include “merge fields” that allow users to personalize the email with information from Salesforce records, such as the recipient’s name. You can use email templates to send individual or mass emails to a group of recipients.
What are the needs of Salesforce Email Templates?
There are several reasons why you might want to use Salesforce email templates:
- Efficiency: Email templates allow you to quickly and easily create and send standardized emails without starting from scratch each time. This saves your time and effort, especially if you need to send a large number of emails on a regular basis.
- Consistency: Email templates can help ensure that your emails have a consistent look and feel. It can improve the professional image of your organization.
- Personalization: You can use merge fields in your email templates to automatically insert personalized information, such as the recipient’s name into the email. This can make your emails more relevant and engaging for the recipient.
- Automation: You can use these email templates in conjunction with Salesforce automation tools, such as workflow rules and processes. This helps to send emails automatically based on certain triggers or conditions. This can help you streamline and automate your email communication.
Overall, Salesforce email templates can help you save time and effort, improve the consistency and professional image of your emails, and automate your email communication.
What are the different Salesforce Email Templates?
Salesforce provides different types of email templates to fit various needs and use cases. The types of Salesforce email templates are:
- Text email templates: Text email templates are simple emails that contain only text and no formatting. They are best suited for plain text emails and you can use them on any device or email client.
- HTML email templates: These are more complex emails that include formatting, such as bold or italic text, hyperlinks, images, etc. They are best suited for emails that need to have a specific layout or design. They may not display correctly on all devices or email clients.
- Visualforce email templates: These are the email templates that are built using the Visualforce framework. It allows you to create custom, interactive email templates using HTML, CSS, and Apex code.
- Letterhead email templates: These email templates include a company letterhead at the top of the email. You can customize these email templates to match your company’s branding and include your company’s logo, name, and contact information.
- Custom email templates: These are email templates that you can create and customize yourself using the Email Template Builder in Salesforce. You can use custom email templates to create emails that meet your specific needs and requirements.
Creating Text Email Template in Salesforce
To create a text email template in Salesforce, follow these steps:
Step-1: Log in to your Salesforce ORG. Then, click on the “App Launcher” icon in the top-left corner of the screen.
Step-2: In the App Launcher, search for “Email Templates” and click on it. It will open the Email Templates page.
Step-3: On the top-right corner of the page, click on the “New Email Template” button to start creating of a new email template.
Step-4: Then, enter the “Email template Name“, select the “Related Entity Type” and also select the folder where you want to save the template.
Step-5: Then, enter the “Subject” of the email in the subject field.
Step-6: In the “Text Body” field, enter the message body of the email. You can use the formatting toolbar to add bold, italic, or underlined text. You can create bulleted or numbered lists, set alignments, and more. You can also use the HTML values, add hyperlinks and add images in the email body.
Step-7: In addition, You can add “Merge Fields” by clicking the “{ }” button in the bottom-right corner of the “Message Content” section. When you use the template to send emails, the information from Salesforce Records replaces these fields.
Step-8: Finally, click the “Save” button to create the template.
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