How to Create Lightning Email Template in Salesforce Lightning

In this Salesforce tutorial, we will learn how to create Lightning Email Template in Salesforce Lightning.

A pre-formatted email that we use as a template lets us compose and send emails quickly. We may rapidly send emails that contain field data from salesforce records like Contacts, Leads, Opportunities, or custom objects by using email templates with merge fields.

If you use salesforce and want to learn how to create a lightning email template in salesforce lightning, you’ve come to the right place. The topics that we will cover in this Salesforce tutorial are as follows.

  • What are Salesforce Lightning Email Templates
  • Classic Email Templates vs Lightning Email Templates in Salesforce
  • Features of Lightning Email Templates in Salesforce
  • Limitations of Salesforce Lightning Email Templates
  • How to enable Lightning Email Templates in Salesforce
  • How to create Lightning Email Templates using HTML in Salesforce
  • How to create Lightning Email Templates using Template Builder in Salesforce

What are Salesforce Lightning Email Templates

There are two categories of email templates, within salesforce:

  1. Classic Email Templates
  2. Lightning Email Templates

And In this section of the blog post, we are going to learn about Lightning Email Templates.

Lightning Email Templates are the most recent versions of email templates. You can use the Lightning Email Template with your users.

For merge fields, the template uses Handlebars Merge Language (HML), which is more versatile than Salesforce Merge Language (SML).

These templates work with or without Enhanced Letterheads, But cannot be used in flow to deliver email notifications alter, workflow rule, or process builder.

In simple terms, Lightning Email Templates are the advanced and better email template version than Salesforce Classic Email Templates. So, let’s move ahead and learn the difference between Classic Email Templates and Lightning Email Templates.

Classic Email Templates vs Lightning Email Templates in Salesforce

As Salesforce Lightning Email Templates are better and more modern than Salesforce Classic Email Templates. So, surely, there are some differences as well.

Let’s discuss the comparison between Classic Email Templates and Lightning Email Templates.

Classic Email TemplateLightning Email Template
Text, HTML with Classic Letterhead, HTML without Classic Letterhead, and Visualforce are the available template types.HTML with Classic Letterhead and HTML without Classic Letterhead are only the available template types.
Merge Fields using Salesforce Merge Language (SML).Merge Fields using Handlebars Merge Language (HML).
Classic Email Templates used in Workflow.Lightning Email Templates can’t be used in Workflow.
Classic Email Templates are used in Process Builder.It is not possible to use Lightning Email Templates in Process Builder.
It is possible to use Classic Email Templates in Flows.Classic Email Templates are not used in Flows.

Here, we discuss all the differences between salesforce Lightning and Classic Email Templates. Now, let’s move ahead and discuss its features.

Features of Lightning Email Templates in Salesforce

Due to the fact that Salesforce Lightning Email Templates are more advanced than Salesforce Classic Email Templates. There are also some features.

So, let’s explore Salesforce’s Lightning Email Templates features.

  • Salesforce Lightning Email Template provides us the functionality to add attachments to the templates.
  • It can be used in Apex class also.
  • Even while sending manual emails, you can utilize Salesforce’s Lightning Email Template system.
  • Moreover, it provides the benefit of being used when sending list emails.
  • There, is no need to write code for the merge field, we can insert it from Insert Merge Field.

After getting the overview of all the features of the Lightning Email Template. Let’s move toward its limitations.

Limitations of Salesforce Lightning Email Templates

The following are the limitations of the Lightning Email Templates in Salesforce Lightning:

  • There is no mass email feature.
  • There is no mass email merge function.
  • Send Test and Verify Merge Fields option is not available in Salesforce Lightning Email Templates.
  • Lightning Experience does not support Automatic BCC, which enables users to get copies of emails sent on their behalf automatically.
  • Cross-object merge fields are not supported in Lightning Email Templates.

With this, we have learned about the limitations of lightning email templates. Now, we will move future and learn to enable the lightning email template option in salesforce lightning.

Also, read How to Test Email Deliverability in Salesforce

How to enable Lightning Email Templates in Salesforce

This step is optional, but it will be very handy for all the users to be able to share and access email templates.

  • Search the email template in the Quick Find Box.
How to enable Lightning Email Templates in Salesforce
Lightning Email Templates in Salesforce Lightning
  • Select the Lightning Email Templates.
  • Turn on Folders and Enhanced Sharing
enable Lightning Email Templates in Salesforce
Enable Lightning Email Templates in Salesforce Lightning

After enabling the folders and enhanced sharing settings of lightning email templates. Now let’s move towards the procedure of creating lightning email templates using HTML in salesforce.

How to create Lightning Email Templates using HTML in Salesforce

If you want to learn how to create Lightning Email Templates using HTML in Salesforce Lightning follow the below-given steps as below:

  • Click on App Launcher in the top left-hand corner and search for Email Templates in the search box.
How to create Lightning Email Templates using HTML in Salesforce
Email Templates in Salesforce Lightning
  • Click on the New Email Template button.
create Lightning Email Templates using HTML in Salesforce
New Email Template in Salesforce Lightning

Here I am going to design an email template having the name Contact Information, which is related to the entity type Contact and has the subject Contact Information.

  • The Name and Description of the email template should be entered.
  • From the Related Entity Type dropdown menu, choose the desired option.
  • If you want, choose a letterhead from the Enhanced Letterhead.
  • Enter the Subject suitable for Lightning Email Template.
How to create Lightning Email Templates using HTML in Salesforce example
Fill up details for creating Lightning Email Templates
  • Compose an email in the HTML Value field box.
  • To insert the merge fields, click on the Merge picker.

This template merges the following fields: FirstName, Id, Department, and Level.

  • To add the HTML code, click the Source button.
  • You can add the attachments also using the Attachment option.
  • Finally, click Save.
How to create Lightning Email Templates using HTML in Salesforce
Lightning Email Templates using HTML in Salesforce Lightning
  • Here, is the final look of the lightning email template that is created using the HTML in salesforce lightning mode.
create Lightning Email Templates using HTML in Salesforce example
Salesforce Lightning Email Templates

With this, we have learned to create lightning email templates using HTML in salesforce lightning.

How to create Lightning Email Templates using Template Builder in Salesforce

If you want to learn how to create Lightning Email Templates using template builder in Salesforce Lightning follow the below-given steps as below:

Step 1: Click on App Launcher and search for Email Templates in the search box.

How to create Lightning Email Templates using HTML in Salesforce
Email Templates in Salesforce Lightning

Step 2: Click on the New Email Template button.

create Lightning Email Templates using HTML in Salesforce
Select New Email Template

Here I am going to design an email template having the name Welcome User, which is related to the entity type Contact and has the subject Welcome User.

Step 3: Enter the Name and Description of the email template.

Step 4: Choose the desired option from the Related Entity Type dropdown.

Step 5: Choose a letterhead from the Enhanced Letterhead

Step 6: Enter the Subject suitable for Lightning Email Template.

Step 7: Click on the Save.

How to create Lightning Email Templates using Template Builder in Salesforce
Fill up the details for creating lightning email template

Now, we have to create an email template builder. So, follow the below-given steps.

Step 8: Click on the ⚙, then on Setup.

create Lightning Email Templates using Template Builder in Salesforce
Salesforce Setup in Lightning Mode

Step 9: Search Permission in the Quick Find box and select Permission Sets.

How to create Lightning Email Templates using Template Builder in Salesforce example
Permission Sets

Step 10: Click on New.

create Lightning Email Templates using Template Builder in Salesforce example
Create New Permission Sets

Step 11: Enter the Label as Template Builder Permission and API Name is automatically populated.

Step 12: Click on Save.

How to create Lightning Email Templates using Template Builder in Salesforce lightning
Set Label for New Permission Sets

Step 13: Now scroll down and search for System Permissions and when you find it, click on it.

create Lightning Email Templates using Template Builder in Salesforce lightning
Select System Permissions

Step 14: Click on Edit.

Lightning Email Templates using Template Builder in Salesforce lightning
Edit System Permission

Step 15: Search for Access drag-and-drop content builder and tick the Enable checkbox.

Step 16: Click on Save.

Lightning Email Templates using Template Builder in Salesforce
Access drag-and-drop content builder

Step 17: Click on the Manage Assignments button.

Lightning Email Templates using Template Builder in Salesforce lightning example

Step 18: Click on Add Assignment.

Salesforce Lightning Email Templates using Template Builder
Add New Assignment

Step 19: Then, tick the checkbox of a specific user, to who you want to assign the permissions.

Step 20: Click on Next.

Salesforce Lightning Email Templates using Template Builder example
Select the User to Assign

Step 21: Click on Assign.

Salesforce Lightning Email Templates using Template Builder in salesforce lightning
Assign the User

Step 22: Click on Done.

create Lightning Email Templates using Template Builder in Salesforce lightning example
Done Assignment of User

Follow the below-given steps, to create the Lightning Email Template.

Step 23: Move back to the Welcome User Salesforce tab and refresh the page.

Step 24: Click on Edit in Builder button.

create lightning email templates in salesforce lightning
Edit in Builder in Salesforce Lightning

Step 25: Now create the Welcome Email Template by using the four standard components. Here, First I add the image of the company logo using the Image component, then I add the welcome text using the Rich Text component, and last I add the submit button using the Button component.

To add the image, click on the image container, then click on Select From Files. After that upload image from the system and click on the Insert button.

To add the text, click on the rich text container, then add the text in the content box. To add fields, click on the Merge Fields button.

To add the button, click on the button container, then change the button text and to change the style of the button click on Style.

Step 26: Click on the Save.

How to create Lightning Email Templates using Template Builder in Salesforce
Lightning Email Templates using Template Builder

Step 27: Here, is the final look of the lightning email template that is created using the template builder in salesforce lightning mode.

create lightning email template in salesforce lightning example
Lightning Email Templates using Template Builder in Salesforce Lightning

With this, we have learned to create lightning email templates using Template Builder in salesforce lightning.

Conclusion

  • What are Salesforce Lightning Email Templates
  • Classic Email Templates vs Lightning Email Templates in Salesforce
  • Features of Lightning Email Templates in Salesforce
  • Limitations of Salesforce Lightning Email Templates
  • How to enable Lightning Email Templates in Salesforce
  • How to create Lightning Email Templates using HTML in Salesforce
  • How to create Lightning Email Templates using Template Builder in Salesforce

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