How to create custom email template in salesforce


  • Login to your Salesforce account
  • Select “Setup” Watch Video Tutorial: Create A Custom Email Template in Salesforce
  • Select “Email” in Lightning or “Communication Templates” in Classic
  • Select “Classic Email Templates”
  • Select the button “New Template”
  • Select “Custom (without using Letterhead)”
  • Click “Next”
  • Select the desired Folder
  • Check “Available For Use”
  • Type in a Email Template Name (contacts will not see this name – internal only) (The remaining fields are optional)
  • Encoding: select Unicode UTF-8
  • Click on “Next”
  • Type in the email Subject (contacts will see this when they receive your email)
  • In the HTML Body field, paste in your copied html code
  • Click “Next”
  • Click the button “Copy text from HTML version”
  • Click the “Save” button to save the template. ** The template is now ready for testing
Required Editions and User Permissions
  1. Do one of the following: …
  2. Click New Template.
  3. Choose Custom (without using Classic Letterhead) and click Next.
  4. Choose a folder in which to store the template.
  5. To make the template available for use, select the Available For Use checkbox.
  6. Enter a name in Email Template Name .


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 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 to customize email link in Salesforce?

  • Label: Google Info
  • Name: Google_Info
  • The custom button opens a link to {!Contact.Name} (where {!Contact.Name} is the current contact’s name)
  • Add the custom button to the Contact Layout page layout

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. …

More items…


How do I create a custom email template in Salesforce lightning?

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…

Can you make email templates in Salesforce?

You can create plain-text email templates to send to recipients who can’t read HTML email.

How do I create a custom HTML email template in Salesforce?

To create a custom HTML email template:From Setup, enter Email Templates in the Quick Find box, then select Email Templates.Click New Template.Choose Custom (without using Letterhead) and click Next.Complete the email template fields, and then click Next. … Enter the HTML source text (with HTML tags), and click Next.More items…

What is custom email template in Salesforce?

Using, you can define your own email template. There are a few type of email template in Salesforce: Text, HTML (using Letterhead), Custom (without using Letterhead) and Visualforce. HTML (using Letterhead) provide easy way to create email template, where you need to build a letterhead prior.

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 create a email template in Salesforce Marketing Cloud?

Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.

How do I create a beautiful email template in Salesforce?

Create Custom HTML Email Templates in Salesforce ClassicDo one of the following: … Click New Template.Choose Custom (without using Classic Letterhead) 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.More items…

How do I upload an HTML template to Salesforce?

1:174:46Import a Custom Email Template to Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipFile open the index. Html file in a code editor or text file and change the directory of images IMoreFile open the index. Html file in a code editor or text file and change the directory of images I want to insert new URLs to images uploaded on Salesforce. First I will change my logo.

How do I create an email template in Salesforce trailhead?

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.Fill in these details: Field. Value. Email Template Name. Public Facing General. Description. … 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 create an email template in Apex?

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. … Enter Email Subject text.More items…•

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.

How to use template in Outlook?

To use the template in the future, navigate to your Contact or Case record and click the Email button. Instead of typing out a new email, click the Insert, Create, or Update Template button and select Insert a Template. You can now choose the template you created and use it for the email activity.

How many types of email templates can I create?

Once you click the New Template button, you will see you can create four different types of email templates. Each option allows you to create a template. For example, the HTML with Classic Letterhead allows you to create a template and layout using your company’s letterhead.

Can you automate email in Salesforce?

Once you set up your email automation, you don’t have to track and email customers individually and find information from multiple records, as the system will do that work for you.

Can you automate Lightning email templates?

The Lightning templates are similar; however, they are currently only used as “one off” templates. That means that you cannot automate them like the Classic Email Templates. Salesforce has plans to allow automation in the future, but you can use them to send emails to individual recipients for now.

How to Create an Email Template in Salesforce

iContact for Salesforce requires that you create Classic Email Templates within your Salesforce account. Your iContact account includes an email editor to design professional email templates. Once you are finished designing your email, you will need to copy the email into your Salesforce account.

iContact Email Design Tutorials

All iContact subscriptions include access to the iContact drag-and-drop email builder, file storage, stock photography, and html editor.

Can you send mass email using Visualforce?

You can’t send a mass email using a Visualforce email template. 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. If necessary, change the Template Unique Name.

Can Visualforce include markup?

The <messaging:plainTextEmailBody> component can only include Visualforce markup and plain text. To translate Visualforce email templates based on recipients’ or related objects’ languages, use the <messaging:emailTemplate> tag’s language attribute (valid values: Salesforce supported language keys, for example, “en-US”).


You recently started working on the marketing team for Northern Trail Outfitters (NTO), which has just purchased Marketing Cloud. You’ve been tasked with your first project: create and send the company’s Welcome message. Customers who opt in to receive promotional emails get this welcome email.

Trailhead Simulator

Before you get started, familiarize yourself with the Trailhead Simulator for Marketing Cloud.

Build a Reusable Email Template

There are many use cases for creating a reusable template. The marketing team at NTO wants to create a standard email template where only certain parts of the template are editable. This ensures that branding, font size, font type, and the overall look and layout are consistent with each email.


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