What is an email template?
Ans - Email Templates are used to share information among the organization's
employees or customers.
We use Email Templates to share information about-
1. Regarding New Products released in the Market
2. Regarding New Offers & Discounts.
3. Reminder alert of case Creation or Closed.
Salesforce provides a set of readymade email
templates. and all the email templates will reside inside the
'Email Template' Object.
Salesforce Provides 2 email template folders.
1. Unfiled Public Email Templates Folder
a. This is a Public Folder.
b. This Folder is Visible to all users inside
the organization.
2. My Personal Email Templates Folder
a. This is a Private Folder.
b. This Folder is accessible to authenticated
users.
3. We can also create our own personal
folders.
There are 4 types of Email Templates -
1. Text
2. HTML
3. Custom
4. Visualforce
How do I create an email template in Salesforce?
1. Click on Setup
2. In the Quick Find
box enter email templates
3. select email
templates
4. Click on
New
5. Select Template
Type - Text / HTML / Custom /
Visualforce
6. Select a Folder
from the picklist
7. Select the
checkbox 'Available for
Use'
8. Enter the
Email Template Name,
description
9. Enter the
Email Subject
10. Enter
the Email Content
11.
Save
