Select the folder from the ‘Select Folder’ dropdown menu. Based on the folder selection, select the Email Template from the ‘Select Template’ dropdown menu resulting in the subject field and the mail body is automatically populated with the selected email template. (The subject field and the mail body can be customized).
- 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.
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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 lightning email template?
- Related Entity Type is the list of objects from which your HTML email template can retrieve field level information to insert into the email template. …
- The merge field must match the object that you are pulling information from. …
- Selecting a Related Entity Type locks that template to that object. …
How to send mass emails in Salesforce Lightning?
- Go to ‘Setup’ and Enter ‘Permission Sets’ in Quick Find box
- Choose any one of the standard Permission Set
- Then scroll down to ‘System Section’
- And click ‘System Permissions’
- Click ‘Edit’ button in permission set page
- Check the checkbox for ‘Allow sending of List Emails’ to enable list email
- Click ‘Save’ button
How to configure Lightning sales path Salesforce?
- In Salesforce Setup, navigate to: Path Settings → New Path
- Name the Path, select the object, and record type (if applicable). I align the names of my paths [object name – record type name].
- Select the picklist field. Path can be based on any picklist field (the picklist values will display from left to right, following how they are ordered in setup)
How do I share an email template in Salesforce lightning?
From Setup, enter Email Templates in the Quick Find box, then select Lightning Email Templates.Enable Folders and Enhanced Sharing. To allow other users to create folders, assign them the Create Folders for Lightning Email Templates permission.
How do I send an email template 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 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.
What is lightning email template in Salesforce?
Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.
How do I send a mass email template in Salesforce?
Send Mass Email in Salesforce ClassicDepending on who the recipients of your mass email are, do one of the following. … Select a list view of recipients, and then click Go!.All recipients in the list view are selected by default. … Click Next.Choose an email template.To view the templates, click the Preview links.More items…
How do you use lightning email templates in flow?
Using the Email Alert in the Action In flowFirstly, Go to Setup -> Search Flow->Choose Flows -> Click New Flow.Secondly, choose the Type of flow you want to create; you can use any flow here as per your requirement. … Now to Include Email In the flow, Click on the Plus sign and Select Action.More items…•
How do I enable lightning email template?
How to Enable Lightning Email TemplatesGo to Setup and search for “Lightning Email Templates”Switch “Folders and Enhanced Sharing” to on (see screenshot below)
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 create a lightning email template folder?
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.
Where are lightning email templates stored in Salesforce?
Lightning email templates are saved in a private directory by default. All users can edit their own private templates and any public templates that they own. If you have the Manage Public Lightning Email Templates permission, you can also create, edit, and delete public templates.
How do I create an 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…