How To Create An Email Template In Salesforce

If you don’t know how to create a custom email template in Salesforce, you are not taking full advantage of your software. All big brands have started by being small, but worked their way to the top of mind of their consumers slowly and surely. Those companies sent branded emails and personalized newsletters even from their very beginning. In time, people started to associate their visuals with their name, logo, values and mission statement. Anyone can build a brand with enough patience and with the motivation of doing all things by the book. This is why you can’t afford to use the default email templates in Salesforce for reaching out to your audience, you simply need to learn how to create an email template in Salesforce. You need to be personal and promote your core values and your branding, that’s the only path to getting the recognition and the awareness you are after.

An Answer To How To Create An Email Template In Salesforce Question

You can easily learn how to create customer templates to use for your email communication inside Salesforce. You can choose between text, HTML and Visualforce layouts, according to your needs. If, for instance, all you want is to send out a quick mass email to all your contacts, you should go for text or HTML messages, as they are very easy to create and to send out. In fact, Visualforce templates can’t be used for mass email campaigns anyway, as they aren’t compatible with this functionality.

Another thing worth mentioning here is that you need the right permissions for being able to create various types of email templates in Salesforce. While text emails can be created by all users, regardless their privileges, only administrators and users with the “Edit HTML Templates” permission can create and edit custom HTML layouts.

After you’ve created your new template, you have to save it for further use. Additionally, you have to use all elements you need to build the layout exactly as you want. You can include images, text, merge fields and even some HTML code. However, working with HTML code requires some programming skills, so not everyone may be able to use this opportunity. But, if you really want to know  how to create an email template in Salesforce, you will have to understand some HTML as well.

Accessing your templates for further modification can be done from Communication Templates, Email Templates. You should find them all in that folder, but you can only access them if you have the right permissions.

Whenever you create a new email template, you have to make sure the other users can access it for using it. After all, the purpose of any template is to serve as a basis for further communication. If your team members can’t access it, you have created it for nothing. The following templates need to be public and active in order to be of any user: web to case, web to lead, assignment rules, auto-response rules and email to case. If you don’t need any of your old templates, you can easily delete it in order to avoid confusion. Next to the template name in the list, you are going to notice the “del” and “edit” options. Choose the right one and proceed. As you can see, how to create an email template in Salesforce is pretty intuitive and doesn’t require a lot of training.