Go to your email template that you would like to test and click ‘ Send Test and Verify Merge Field.’ You see the following options on a window, ” Preview the template with the following records: ” Recipient Record: You can select a Contact, Lead, or User; the template retrieves Merge Fields such as: {Contact.FirstNameLocal}.
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How to check which email template is being used by Salesforce?
You can use Salesforce Happy Soup, which provides 100% free Salesforce Impact Analysis. Happy Soup will tell you which email alerts are using your template, as well as which apex classes are using SOQL against the EmailTemplate object. PS: I’m the creator/owner of happysoup.io and I’m not trying to sell you anything.
How to create an email template in a test class?
You can create an email template in a test class as we create in any apex class like: EmailTemplate e = new EmailTemplate (developerName = ‘test’, FolderId = ‘Give Id Of Email Folder’, TemplateType= ‘Text’, Name = ‘test’); // plus any other fields that you want to set
What is Salesforce Lightning email templates?
Salesforce comes to the rescue with Lightning Email Templates. Using the Lightning email builder, built on the Salesforce platform, you are able to insert fields into email templates (mail merge) from a record in Salesforce to use across a range of use cases (e.g. for sales emails, renewals, case updates).
How do I generate a test email in outlook?
A check box for Send email preview to: By selecting this option and typing the correct email address, and email will get generated. This option is the only one that will generate a test email, and it will be sent to the specified email address only, not to the Recipient Record email address.
How do I send a test email template in Salesforce?
Click the down arrow associated with the email you would like to send. Click Preview and Test. In the Test Send tab, enter up to five email addresses for Recipient or select a test data extension containing all the subscribers for your test. Click Changeto select personalization options for the test send.
How do I view email templates in Salesforce lightning?
How to Enable Lightning Email TemplatesGo to Setup and search for Lightning Email Templates.Switch on Folders and Enhanced Sharing (see screenshot below).
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.
How do I find email templates in Salesforce?
From the menu under your name, select Setup or My Settings. Then from the left side of the page, click Email | My Templates. Click on name of any email template to go to Viewing Email Templates page. To edit or delete a template, click Edit or Del next to the template name in list.
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 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 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 do I view a template in Salesforce?
View or Modify a TemplateFrom the content library, select the template you want to modify.To edit the template, click Edit and drag blocks.To change existing content areas, hover over the content area, click down arrow, and select Edit.When finished editing the template, click Save.
What are email templates Salesforce?
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.
Can you edit email templates in Content Builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you use email templates in Salesforce?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
