How do I find Lightning email templates in Salesforce?

Click the Activity tab, then click the Email tab. If you want, select an entity in the Related To field. The kind of record you choose affects which merge fields are available in the merge picker. Note If you select Contact or Lead, or leave the field blank, the template is a global template.

Does Salesforce have email templates?

Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities. You can use email templates when emailing groups of people—with list email or mass email—or just one person.

How do I create an email template in Salesforce?

Create Text Email Templates in Salesforce Classic

1. Do one of the following:
2. Click New Template.
3. Choose the Text template type, and click Next.
4. Choose a folder in which to store the template.
5. To make the template available for use, select the Available For Use checkbox.
6. Enter a name in Email Template Name .

What are email templates Salesforce?

An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging.

How do I manage email templates in Salesforce?

Modify or Create Email Templates in Lightning Experience

1. From the App Launcher, select Email Templates.
2. Click New Email Template and enter a name.
3. Click Select Folder, select a folder, and click Select Folder.
4. Compose the email to use as your template.
5. Click Save.

How do I send a lightning email template?

1. Click New Email Template.
2. Enter the template’s name.
3. Add a subject.
4. If you want, select an item from the Related Entity Type dropdown list.
5. If you want, select a letterhead from the Enhanced Letterhead dropdown list.
6. Click Save.
7. Click Edit.
8. In the HTML Value field, compose the email to use as your template.

What is the difference between classic and lightning email templates?

An important distinction you’ll need to keep in mind is the difference between Classic and Lightning templates. Both will be available for you to use in an email, but only Lightning templates can be edited after they are inserted into your email.

Where is email template builder Salesforce?

Create Lightning Email Template Builder Use App Launcher and type ’email’ in the search box then click ‘Email Templates’. Click the ‘New Email Template’ button. Specify the template name and select any object like contact, account etc as Related entity Type.

Can you save email templates in Salesforce?

Click the Templates icon and then save the email template as new.

What are the 4 types of email templates that can be created in Salesforce?

In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.

What are the types of email templates?

How do I send an email to Salesforce lightning?

Send Email from a Record in Lightning Experience

1. Open the record from which you want to send the email.
2. Click the Activity tab and then click Email.
3. Write your email.
4. Add attachments if you need to.To add multiple attachments from your computer, drag the files into the body of the email.
5. Preview and send.

How to create your own email template in Salesforce?

You can create your own template or use templates created by Admin or your manager. There are two kinds of email templates in Salesforce: You can create four different types of Classic email templates: Text, HTML with Classic Letterhead, Custom, and Visualforce. You can add text, merge fields, and attach files in all these types of email templates.

How to create professional email in Salesforce trailhead?

From Setup, enter Email Templates into the Quick Find Box and click Email Templates. Click New Template. Select HTML (using Letterhead), then click Next. For Folder, select Unfiled Public Email Templates. Select Available For Use. Enter a name in the Email Template Name.

How to enable email to case feed in Salesforce?

To see the Email action in the Case Feed, Email-to-Case must be enabled in your org and the Email action must be added to the Cases page layout. To learn how to enable Email-to-Case, check out the Create Channels for Customers unit in Service Cloud Basics module.

Can you use lightning email templates in Salesforce?

Enable Enhanced Folders and Sharing to organize Lightning Email Templates in folders and manage user access on a folder by folder basis. However, these cannot be used in Workflow Rule, Process Builder, or Flow to send email alerts. At least not now at the time of writing this blog post.