This Salesforce tutorial will walk you through the process of using a classic email template in both the Salesforce Lightning and Salesforce Classic editions.
Salesforce is a customer relationship management software that brings companies and customers together. And once a week the company and client definitely do communication through email.
Each and every time they need to compose an email, which takes lots of time. Salesforce, therefore, offers us the functionality of pre-built classic email templates in both lightning and classic mode to save us time.
If you’re looking to learn how to use salesforce classic email templates, you are at the right place. And the topics that we will cover in this Salesforce tutorial are as follows.
- Salesforce Classic Email Template
- Advantages of Salesforce Classic Email Template
- How to use Classic Email Template in Salesforce Lightning
- How to use Classic Email Template in Salesforce Classic
Salesforce Classic Email Template
Pre-formatted emails are known as email templates. These templates are used to rapidly prepare and send an email. And Salesforce employees can use an email template that has already been created, saving time that can increase productivity by as much as.
In a classic email template, a fast email can be produced that extracts the field data from Salesforce records using merge fields in Email templates.
Advantages of Salesforce Classic Email Template
The following are the benefits of using the salesforce classic email template:
- Email templates are essential for saving salesforce staff members valuable time.
- Salesforce workmen can use templates to avoid writing emails from scratch.
How to use Classic Email Template in Salesforce Lightning
If you want to use a built-in classic email template in salesforce lightning, follow the below-given steps.
Step 1: Search the email template in the Quick Find box.
Step 2: Select the Classic Email Templates.
Step 3: From the list of built-in classic email templates, select the one that you want. Here, I select Sales: New Customer Email.
Step 4: Once you open this template, you will get the Email Template Detail.
The Email Templates from Salesforce specify the name of the folder in which the template is saved, Email Template Name specifies the name of the template, Template Unique Name is automatically set based on the template name, and Available For Use specifies whether this template is available for use or not.
Step 5: If you want to attach some attachments with an email, click on Attach File and choose the document using Choose File, attach it using Attach File, and return to the previous page by clicking on Done.
Step 6: Click on Send Test and Verify Merge Fields.
Step 7: It will open the new pop window, now set the Recipient Record and Related To Record.
Here, I set the recipient record to contact and using the lookup select the specific contact. Then, I set related to record to the account and using the lookup select the specific account.
The Contact.FirstName field data is extracted from the Contact First Name record, Account.Name field data is extracted from the Account Name record and User.Name field data is extracted from the Salesforce User Name.
Step 8: If you want to send an email preview to the salesforce user email account, tick the checkbox.
Step 9: Finally, click on OK.
Step 10: If you want to view how the email looks at the client’s end simply open your preview email address and check the mail or you can also preview it on the Salesforce Classic Email Template screen.
With this, we have learned how to use Classic Email Template in Salesforce Lightning mode.
Read: How to Add Email to Activity Tab in Salesforce
How to use Classic Email Template in Salesforce Classic
If you want to use a built-in classic email template in salesforce classic, follow the below-given steps.
Step 1: Click on avatar and select Switch to Salesforce Classic.
Step 2: Click on Setup.
Step 3: Search the email template in the Quick Find box.
Step 4: Select Classic Email Templates under Communication Templates.
Step 5: Choose the desired template from the list of built-in classic email templates. I select Marketing: Product Inquiry Response here.
Step 6: Immediately you open the template, you will see the email Template Detail.
The Email Templates from Salesforce specify the name of the folder where the template is saved, the Email Template Name is the template’s name, Template Unique Name is automatically generated based on the template name, and Available For Use checks whether or not the template is useable.
Step 7: If you desire to send an email with some attachments, click Attach File, select the file with Choose File, add the file with Attach File, and then click Done to go back to the previous page.
Step 7: Click Send Test and Verify Merge Fields menu.
Step 8: It will open the new pop window, now set the Recipient Record and Related To Record.
Here, I set the recipient record to leads and using the lookup select the specific lead. Because the Lead.Name field data is extracted from the lead’s name record.
Step 9: Tick the checkbox if you wish to send an email preview to the salesforce user’s email address.
Step 10: Lastly, click OK.
Step 11: If you want to view how the email looks at the client’s end simply open your preview email address and check the mail or you can preview it on the Salesforce Classic Email Template screen.
With this, we have learned how to use Classic Email Template in Salesforce Classic mode.
Conclusion
In this tutorial, we have learned how to use Classic Email Template in Salesforce Lightning and Salesforce Classic step by step. Additionally, we have learned about Salesforce Email Template and its advantages also.
- Salesforce Classic Email Template
- Advantages of Salesforce Classic Email Template
- How to use Classic Email Template in Salesforce Lightning
- How to use Classic Email Template in Salesforce Classic
You may also like to read the following Salesforce tutorials.
- How to Create Email Template in Salesforce
- How to Send Email through Quick Action in Salesforce
- How to send email in Salesforce
- How to Setup Email Deliverability Setting in Salesforce
- How to Test Email Deliverability in Salesforce
- How to create Visualforce Email Template in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.