How to Create Email Template in Salesforce

In this Salesforce tutorial, we will try to understand how to create an email template in Salesforce.

Email templates permit the user to send emails using a predefined email. These types of email templates can be used while forwarding emails manually or in automation with the email action.

For creating an email template in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to create an email template in Salesforce.

• What is an email template?
• How to create an email template in Salesforce
• How to create an email template in Salesforce lightning
• How to create an email template in Salesforce Classic
• How to make an email template in Salesforce

What is an email template

In Salesforce email template is defined as a predefined email template which means the email template already contains some content or text. For creating an email again and again from scratch we can use these email templates.

Using these types of email templates helps to increase production and make certain consistent messaging. In email templates, there is the merge field which allows us to quickly send emails that include field data from salesforce records.

So, with this, we understand what is an email template in salesforce. Further, we will discuss How to create or design an email template in Salesforce.

Read: How to Merge Accounts in Salesforce

How to create an email template in Salesforce

An email template in Salesforce is defined as a predefined email template which means the email template already contains some content or text. These types of email templates can be used while forwarding emails manually or in automation with the email action.

However, when I strive to approach the records of the contact object and there is the merge field that allows us to quickly send emails that include field data from salesforce records. in Salesforce. The contact object includes records from the states such as Memphis, New York, etc.

So, after looking the multiple solutions, I found the best solutions for salesforce lightning and a solution in Salesforce Classic that help me to create an email template in salesforce.

Further, we will discuss some of the steps that we can follow how to create an email template in Salesforce lightning and salesforce classic.

Now, let’s move ahead and see how to create an email template in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read: How to Create Document in Salesforce

How to create an email template in Salesforce lightning

Here we will understand how to create an email template in salesforce lightning. If you want to learn how to create an email template in salesforce lightning follow these steps:

Step-1: Firstly login into the salesforce lightning account, Go to the gear icon(⚙️) and then select the setup option that is present under the gear icon.

Step-2: Click on the App Launcher then enter the email template in the search box after that select the email templates option.

Step-3: After selecting the email templates option, the Email Templates page is open, and then click on the New Email Templates button.

Step-4: After clicking on the new email template button, the New email template dialogue box is open. Fill all the information that is present inside the dialogue box. Firstly fill the email template name. Here we are entering the North Carolina Employee Welcome Email Template.

After that fill the related entity type, select the folder type and then fill the message content-related information. Fill the subject as Welcome to the Salesforcefaqs.

Step-5: After filling the subject, write the text in the HTML Value box and use the merge field which allows us to quickly send emails that include field data from salesforce records and then click on the Save option.

Step-6: After clicking on the save option, the North Carolina Employee Welcome Email Template is created. We can also edit, clone, and delete this email template at any time.

This is how we understand how to design an email template in Salesforce lightning. Further, we will learn how to create an email template in salesforce classic.

Read: How to Create Record Type in Salesforce

How to create an email template in Salesforce Classic

Here we will understand how to create an email template in salesforce classic. If you want to learn how to create an email template in salesforce classic follow these steps:

Step-1: Firstly, login into the Salesforce Classic account, Click on the setup option then enter the Classic Email Templates in the Quick Find Box. Select the classic email template.

Step-2: After clicking on the Classic Email Template, the unfield public classic email templates page is open then click on the new templates button.

Step-3: After clicking on the new template button, the new template page is open choose the type of email template you would like to create. Here we are choosing the text email template option and then click on the next option.

Step-4: Fill the information related to Selected Filed type, Selected field, and Copy merge field value which allows us to quickly send emails that include field data from salesforce records.

Step-5: Fill in the email template information. Select the folder check the checkbox of Available For Use then fill in the email template name after that fill in the subject field and then fill in the email body and then click on the save option.

Step-6: After clicking on the Save option the Text Email template is created and we can also edit, delete, and clone the email template by simply clicking on the buttons.

So, with this, we understand how to make an email template in Salesforce Classic. Further, we will learn how to make an email template in salesforce.

Read: How to Import Data into Salesforce

How to make an email template in Salesforce

Here we will understand how to make an email template in salesforce. If you want to learn how to make an email template in salesforce follow these steps:

Step-1: Firstly login into the salesforce lightning account, Go to the gear icon(⚙️) and then select the setup option that is present under the gear icon. Click on the App Launcher then enter the email template in the search box after that select the email templates option.

Step-2: After selecting the email templates option, the Email Templates page is open, and then click on the New Email Templates button.

Step-3: After clicking on the new email template button, the New email template dialogue box is open. Fill in all the information that is present inside the dialogue box. Firstly fill in the email template name. Here we are entering the Humana employee welcome email template.

After that fill in the related entity type, select the folder type, and then fill in the message content-related information. Fill in the subject as Welcome to the Salesforce team.

Step-4: After filling in the subject, write the text in the HTML Value box and use the merge field which allows us to quickly send emails that include field data from salesforce records, and then click on the Save option.

Step-5: After clicking on the save option, the Humana employee Welcome Email Template is created. We can also edit, clone, and delete this email template at any time.

In this way, we learned how to make an email template in salesforce lightning.

Conclusion

In this tutorial, we have learned how to create an email template in salesforce, and also we have covered how to make email template in salesforce. This can be performed on both salesforce lightning and salesforce classic.

• What is an email template?
• How to create an email template in Salesforce
• How to create an email template in Salesforce lightning
• How to create an email template in Salesforce Classic
• How to make an email template in Salesforce

Also, take a look at some more Salesforce tutorials.

• How to Add Email to Activity Tab in Salesforce
• How to Hide Tabs for Users in Salesforce
• How to Enable Activity Timeline in Salesforce
• How to send email in Salesforce
• How to Setup Email Deliverability Setting in Salesforce