On your Salesforce dashboard, click the gear icon in the top right corner of the page and then select “Setup.” On the next page, on the left side menu, click open the “Email” option and then select “Classic Email Templates.” On the Classic Email Templates page, select “New Template.”
- Do one of the following: …
- Click New Template.
- Choose the Text template type, and click Next.
- Choose a folder in which to store the template.
- To make the template available for use, select the Available For Use checkbox.
- Enter a name in Email Template Name .
Table of Contents
How to upload an email template in Salesforce?
How to Upload an Email Template in Salesforce 1 Create an email template in Postcards and add Salesforce merge fields#N#The first thing we need is a Postcards template… 2 Create a custom email template in Salesforce#N#On your Salesforce dashboard, click the gear icon in the top right… 3 Send yourself a test email More …
What are email templates with merge fields in Salesforce?
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.
How to create a package XML file for email templates?
Use Salesforce Package XML generator in VSCode to generate a package XML with all your email templates. In the tool, select EmailTemplate checkbox, let it pull the metadata into the xml file, then copy then package.xml file to your clipboard.
How do I use my email template?
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 Template” at the top and choose your newly created template.
How do I add an email template in Salesforce?
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 give an email template to a folder in Salesforce?
To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries. To access Classic email template folders, from Setup, in the Quick Find box, enter Classic Email Templates , then select Classic Email Templates.
Can we deploy email template in Salesforce?
You can share your email templates across the Salesforce ecosystem. Test your Lightning email templates, flows, and automations like email alerts in a Sandbox environment. Then add your tested files to change sets and deploy them to a production environment.
How do I enable 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.
How do I create a folder for email templates?
Steps to create an email template folder:Click the App Launcher.Search for Email Template.Click Email Templates.In the upper right corner, click New Folder.Enter value for Folder Label.Click Save.
How do I manage email templates in Salesforce?
Click the name of any email template to go to the Classic Email Templates page.To edit or delete a template, click Edit or Del next to the template name in the list.Click New Template to create any type of Classic email template.More items…
How do I deploy an email template in XML?
Use Salesforce Package XML generator in VSCode to generate a package XML with all your email templates. In the tool, select EmailTemplate checkbox, let it pull the metadata into the xml file, then copy then package. xml file to your clipboard. Save/merge that with your existing package.
How do I move classic email templates to lightning?
To convert Classic email templates to HML email templates:Open the Classic email template.Copy and paste the content into a new Lightning email template. You can use either the Email Templates page or the email composer.Remove existing SML merge fields or replace them with equivalent HML merge fields.Click Save.
Where do I find email templates in Salesforce?
Access Classic Email Templates If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
How do I use classic email templates in Salesforce?
Create Text Email Templates in Salesforce ClassicDo one of the following: … Click New Template.Choose the Text template type, and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items…
How do I use a flow email template in Salesforce?
Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select Text option for ‘type of email template’. Enter template name, keep the other defaults. For this example, we use Test Email.
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.
File Suffix and Directory Location
The file suffix is .email for the template file. The accompanying metadata file is named EmailTemplateName-meta.xml.
Retrieving Email Templates
You can’t use the wildcard (*) symbol with email templates in package.xml. To retrieve the list of email templates for populating package.xml with explicit names, call listMetadata () and pass in EmailTemplate as the type.
Wildcard Support in the Manifest File
This metadata type doesn’t support the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
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.
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, …
Can you add text to Salesforce email templates?
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. These are the newer versions of email templates.
1. Create an email template in Postcards and add Salesforce merge fields
The first thing we need is a Postcards template with Salesforce merge fields added to it. We want to add the merge fields in this step so we don’t have to edit the code later.
2. Create a custom email template in Salesforce
On your Salesforce dashboard, click the gear icon in the top right corner of the page and then select “Setup.”
3. Send yourself a test email
To send yourself a test email, press “Send Test and Verify Merge Fields.”
