Creating New Salesforce email templates

In this Salesforce Tutorial we are going to learn about Creating New Salesforce email templates, How to sendmass email in Salesforce and what are the different Salesforce Email templates.

Salesforce email templates are used to automate the business process in SFDC. So in this section we arediscussing the concept of different email template and why do we go for email templates. workflow rules,Approval process and lot more are discussed in our upcoming Salesforce tutorials.

What is need of Salesforce Email Templates?

Salesforce Email Templates are used in the following automation process. They are

1. Sending out mass Emails.

2. Used in Workflow rules.

3. We us in Approval process.

4. Assignment Rules.

5. Used in Web to Lead Forms.

6. Used in Web to Cases and so on.

What are the different Salesforce Email Templates?

1. Text.

2. HTML with letterhead.

3. Custom HTML.

4. Visualforce.

Among the four Email templates regularly we use Text and Visualforce template in Salesforce.

Creating Text Email Template folder in Salesforce.com

To create Text Email templates in Salesforce navigate to Administer | Communication Templates | EmailTemplates.

We have standard email templates created in folder called Unfiled Public Email Template by default. We cancreate any number of Salesforce Email Template.

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.

Creating New Salesforce email templates

Click on Create New folder.

Enter Email template folder name.

Select public folder access type.

Click on Save.

As shown above we have created Email template folder successfully.

Creating Text Email Template in Salesforce.

In the first step we have to select email template type. As shown below we have four option click on Textbutton.

Select text.

Now click on Next button.

Here the email template type is text. In this type we don’t have different styles, fonts and have only some textinformation. Now we have to enter required details to create salesforce email template.

1. Select Template folder.

2. Select available for use if this is only we can use this email template anywhere if not enabled we can not use this email

template in Salesforce.

3. Enter Email template name.

4. Enter description, subject and Email Body.

5. Finally click on Save button to save all the settings.

We have successfully creates Salesforce Email template. We can attach files to the template at attachements.

Mass Email Test in Salesforce.

Now we have to test email template that we created. For mass email test in salesforce go to Contacts detailpage and select Mass Email test. Here we have renamed contacts as My SP Sales Teams so we selected massemail SP Sales team.

Select My Sp Sales Teams in View.

Click on go button.

Now select mass email SP Sales Teams.

Before sending mass email test in salesforce rename the user email address so that the test email will be sentto the user.

Click on Next button.

Enter all the details as shown above.

Select Send now in delivery options.

Click on Send button.

We have successfully sent mass email test. Now go to your email address and check your inbox as shownbelow.

This is the Text Email received.

Adding merge fields to Salesforce Email templates.

We have successfully create text email template in Salesforce.com. Now we are going to edit and add availablemerge fields. Using merge fields we can bring data from Salesforce.com.

In the Email body we are going to add {!Contact.Name} and {!User.Name} merge field as shown above.

Click on Save button.

In text email template we have defined dear customer but when we insert merge fields we can specifycustomer name in the email template. Select the merge field and replace the text as shown below.

This is Email template when merge fields are added in the email body. Contact name and Username areautomatically inserted as shown above.

Creating HTML with Letterhead template.

In this Salesforce Email Templates we can use HTML with Letterhead to send description, company logo,header, footer, body and different information to the customer. To create email template with HTML withLetterhead first we have to create letterhead so that this letter head is used in HTML with Letterhead templates.

Creating LetterHead in Salesforce.

Before creating HTML with Letterhead first we have to create letterhead in Salesforce. We have many optionsin letterhead. We can insert logo in the header and footer, we can change the header, body and footerbackground colour.

Finally click on Save button.

Select available for use.

Enter letterhead label and description.

Click on Save.

As shown above we have added log in the header and footer. We changed background colour and bodycolour. Click on Save button to save Letterhead in Salesforce.com.

Creating HTML with Letterhead template

HTML with letterhead is the second type in Salesforce Email templates. In this type we can find manycustomization tools, merge fields, colours, footers and headers.

Now navigate to Setup | Administer | Communication Templates | Email Templates | Html usingletterhead.

Click on HTML(using Letterhead).

Click on Next button.

1. Select folder.

2. Available for use.

3. In this email template type we have to select LetterHead and it is mandatory.

4. Select email layout.

5. Enter Description.

When selecting Email layout we have six email layout in the dropdown. Select any one from the list. Clickon View Email Layout Options to view the layouts.

Enter Merge fields and click on Save button.

Click on Send Test and Verify Merge fields. So what we have to do is we have to update the email of a contactwith our email template.

A test email has been sent with HTML using letterhead as shown above.

Creating Custom HTML Template in Salesforce.

Custom HTML Template is the third type in Salesforce email templates which is used with out letterhead. Wecan use custom html code in this email type. Let us create Custom HTML Template.

Enter Subject.

Enter HTML code in the HTML body to design Salesforce Email templates with our custom html code.

We can also add merge fields in this template.

Select Folder Name

Enter Email template name.

Enter description and finally click on Next button.

Successfully we have created Custom HTML template in salesforce.com.

Home : Salesforce Admin Tutorials

⊩ Salesforce Administration

⊩ Salesforce Administration

Section 1 : Getting Started

⊩ What is Salesforce.com

⊩ What is login.Salesforce.com

⊩ Enabling Caching and Automcomplete at Salesforce login

⊩ Overview of ERP and CRM

⊩ What is Cloud Computing

⊩ Why Salesforce CRM is #1 on Demand

Section 2 : Designing your Data Model

Section 3 : Building your Data Model

⊩ Understanding Salesforce.com application

⊩ How to create an App in SFDC?

⊩ How to create custom object in SFDC

⊩ Creating fields using different field types in Salesforce.com

⊩ Overview on Salesforce Object Relationships

⊩ How to create Master Detail relationship in SFDC?

⊩ Cannot create Master Detail Relationship?

⊩ How to create Lookup relationship in salesforce.com?

⊩ How to create Many to Many Relationship in Salesforce?

⊩ What is Schema Builder

Section 4 : Implementing Business Logics

⊩ What is a Formula Filed?

⊩ What are Cross Object Formulas?

⊩ What are Validation Rules?

⊩ Roll up Summary Fields

⊩ Field Dependencies

Section 5 : Setting up User Interface

⊩ Page Types and Page Elements

⊩ What are page Layouts?

⊩ Home page layouts and components

⊩ Why Documents are used in Salesforce

⊩ List Views

Section 6 : Customizing Standard Salesforce Application

⊩ How to Customise Standard Salesforce application

⊩ How to Customise Standard Salesforce application

Section 7 : Salesforce Security Model

⊩ Overview on Salesforce security Model

⊩ How to create New Users in SFDC?

⊩ What is SAML?

⊩ Public groups in Salesforce

⊩ Role Hierarchies in Salesforce.com

⊩ How to create and manage Profiles

⊩ What is Field Level Security?

⊩ How to use Permission Sets?

⊩ Control Record visibility using Organisation wide Defaults

⊩ Control Record visibility using Role Hierarchy

⊩ Control Record visibility using Sharing Rules

⊩ What are Record Types and how can we configure

⊩ What are Page Types and page Elements

Section 8 : Data Management

⊩ Different Data Management Tools

⊩ How to install Apex Data Loader in macOS and Windows

⊩ How to Insert a record using Apex Data Loader

⊩ How to Update and Insert records Apex Data Loader

⊩ How to Delete and Export records Apex Data Loader

Section 9 : Salesforce.com Audit

⊩ Field History Tracking

⊩ Setup Audit Trail

Section 10 : Automate Business Process

⊩ How to create New Email Template in Salesforce

⊩ Salesforce Workflow Rules Overview

⊩ Creating Workflow rules with Rule Criteria & Workflow actions

⊩ Configuring Approval Process

⊩ Assignment rules for Leads and Cases

Section 11 : Reports and Dashboards

⊩ What is a report in Salesoforce and how we create them?

⊩ Salesforce Reports and Dashboards Overview

⊩ How to use report builder?

⊩ How to create Summary reports?

⊩ How to create matrix reports?

⊩ How to create salesforce Dashboard, Different Dashboard Components, Customizing Dashboard Components, How to

create Dynamic Dashboard in Salesforce, Deleting and Printing Salesforce Dashboards

⊩ Creating Dashboards with Dashboard Components for Tabular and Joined Reports

Section 12 : Salesforce Service Cloud

⊩ Overview on Salesforce Service Cloud

Section 13 : Portal and Sites

Section 14 : AppExchange

⊩ What is Salesforce AppExchange.

Section 15 : Managing Sandboxes

⊩ What is Salesforce Sandbox?.

⊩ Different Sandboxes and Sandbox Environment Types.

⊩ How to create Salesforce Sandbox template?.

⊩ How to create Salesforce Sandbox?

⊩ How to login Salesforce Sandbox?

Section 16 : Salesforce lightning

⊩ How to create Salesforce custom domain?

⊩ What is Salesforce lightning Experience?

⊩ What is Salesforce lightning component Framework?

⊩ Creating first Salesforce lightning App

⊩ Styling Salesforce lightning App

⊩ Lightning Componnet : aura:attribute tag

⊩ What is Salesforce DX?

⊩ Create Salesoforce DX project

⊩ Salesforce Dev Hub Setup step-by-step

⊩ Creating Sratch Org