Step by Step Salesforce Tutorial – Creating Email Template – 4 of 6

Step by Step Salesforce Tutorial – Creating Email Template – 4 of n

This time we will see, how to create email templates in Salesforce.com

Create Email Template in Salesforce
Create Email Template in Salesforce

To create email template, go to Personal Setup | Email | My Templates and click on New Template.

In type of Email template, we can select HTML, HTML with Letter Head , Visual force or without letter Head.

You can create four different types of email templates:

  • Text – All users can create or change text email templates. See Creating Text Email Templates.
  • HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. See Creating HTML Email Templates.
  • Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template. See Creating Custom HTML Email Templates.
  • Visualforce – Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient’s data, where the content of a template can contain information from multiple records, see Creating Visualforce Email Templates.

All of these email templates can include text, merge fields, and attached files. You can also include images on your HTML and Visualforce templates. You can use email templates when you send an email from the Activity History related list of a record. Text and HTML templates can also be used when you send mass email. A button to check the spelling of your template is available for text templates andVisualforce templates without HTML tags.

Note : You cannot send a mass email using a Visualforce email template.

For Letter Head type, we first have to create the letterhead. So, Start with letterhead Creation:

Salesforce Letter Head Email template
Salesforce Letter Head Email template

After creating the Letterhead, I have created below Email Template:

Email Template in Salesforce with letter head
Email Template in Salesforce with letter head

As, you can see in above screen shot that Creating email template is very easy, you can use Object fields as a place holder.

In above email, Student name, Course , fees and Balance is Place holder which will be replaced on runtime.

To manage your personal email templates, click SetupEmailMy Templates. If you have permission to manage public email templates, click SetupCommunication TemplatesEmail Templates.

  • Click on the name of any email template to go to the Viewing Email Templates page.
  • To edit or delete a template, click Edit or Del next to the template name in the list.
  • Click New Template to create any type of email template.

Related posts

14 thoughts on “Step by Step Salesforce Tutorial – Creating Email Template – 4 of 6”

  1. go to setup and then to lead and then to web to lead.
    after this generate the code and copy that code to make an HTML file. Then fill that form and find your lead under lead object in your salesforce account

  2. Hi

    Is there a way to send an email with custom fields to customers to fill out and send back to SF?

    1. Hi Bharathi,

      You cannot send any script or something in Email as it is not allowed and also mark SPAM.
      For this type of scenario, you can use the Email Services. 
      Please have a look on this article: https://jitendrazaa.com/blog/salesforce/email-services-in-salesforce-with-simple-example/

  3. how can we create a table in email template. i gave the following code in HTML template, but on previewing it is giving the email as it is and not creating a proper table (3×2 matrix) Please help, its quite urgent:

    A new idea has been
    posted in Ideas, please review below information

    Title

    Posted By

    Description

    Status

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.