Salesforce Email Templates

Learn How To Use Salesforce Lightning Email Templates To Create Professional Communications (And Avoid Uninspiring Plain Text Emails).

Click select folder, select a folder, and click select folder. Use merge fields or enhanced letterhead if you need them. It allows us to create body text with the placeholder, containing specific details of the recipient’s name, case id, or account information. Salesforce tower, 415 mission street.

Types, Creation, Editing, Importing, Exporting, Testing, And Sending.

Templates you create are automatically private, but you can make them available for use by others in your organization. Let’s look at a few ways leung can design a personalized and engaging email template for the monthly webinars. © copyright 2025 salesforce.com, inc. From the app launcher, select email templates.

Email Templates With Merge Fields Let You Quickly Send Emails That Include Field Data From Salesforce Records Like Contacts, Leads, Opportunities, Or Custom Objects.

Use email templates to save time and standardize email sent by you or others in your organization. And preview, test, and send the email to a selected list of customers. Compose the email to use as your template. Click new email template and enter a name.

Various Trademarks Held By Their Respective Owners.

Learn to create compelling email templates, differentiate them from list emails, and personalize for better engagement in your email marketing campaigns. Creating an engaging email template involves combining compelling content, a visually appealing design, and a clear call to action. To help you, we created a list of eligible customers, loaded the assets you need, and completed some tasks for you. Use email templates in salesforce to increase productivity and ensure consistent messaging.