Email Templates Salesforce

Login salesforce to create new email templates click on email templates as shown below before creating new template create a new email template folder to save all custom email templates. Click email template and select from existing template. Click on create new folder.

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Navigate to marketing emails new email template.

Email templates salesforce. On the basic tab click hero 1 column and click select. There are certain editions in which mass email option is not available i e. In the upper right click create. Email templates are available in salesforce classic but in all editions.

Select the email type. Prospects don t see the template name you use the name in pardot to organize assets. Personal contact manager and group editions. On the view and edit email templates in salesforce classic page click edit template.

From available for select the kinds of emails the template can be used with. If you are including an image we recommend uploading it to the documents tab to reference the copy of the image on our server. It s in the expanded options below email in the sidebar to the left. In the local panel click templates.

If you are using salesforce lightning click classic email templates. In personal edition html and visualforce email templates are not available. Enter markup text for your visualforce email template.