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

  1. Creating custom object
  2. Creating Fields
  3. Creating Tab and Validation Rule
  4. Creating Email Template
  5. Creating Workflow rule
  6. Creating Trigger and Test cases

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.

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Comments

14 responses to “Step by Step Salesforce Tutorial – Creating Email Template – 4 of 6”

  1. Email Templates Avatar

    There are, however, key points to remember in order to come up with more effective designs for email-templates.

  2. Azarsye1985 Avatar
    Azarsye1985

    it is not clear

  3. Krk12787 Avatar
    Krk12787

    Hi
     how to do web-to-lead integration .please help me ,it’s very urgent
     

  4. Bilal S3tech Avatar
    Bilal S3tech

    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

  5. Bharthi Ramsewak Avatar
    Bharthi Ramsewak

    Hi

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

    1. JitendraZaa Avatar
      JitendraZaa

      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/

  6. pullarao Avatar
    pullarao

    how to store an email attachment of csv format in database

    1. JitendraZaa Avatar
      JitendraZaa

      you can use document tab

  7. Kanika Avatar
    Kanika

    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

    1. JitendraZaa Avatar
      JitendraZaa

      plz post screenshot that how it looks

      1. Kanika Avatar
        Kanika

        I am not able to post a screen shot. You want screen shot of the preview?

        1. Kanika Avatar
          Kanika

          This is the preview of the email alert. the previous one was of the email template i am creating

          1. Kanika Avatar
            Kanika

            Screen shot for the html template I am creating

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