You can easily setup and create email templates in Salesforce, used for email blasts, simple emails, etc. I like to use my templates for both, which can be a real time saver when you find yourself writing the same (or similar) emails many times a day. To start click Setup and search for “Email templates”. Click to select that area of the setup menu.
You’ll see a list of your templates:
Here’s we’re going to click “New Template”.
Choose whether you want simple text, HTML, etc. I prefer simple text sometimes, makes the email feel a bit less boiler plate and individual when there isn’t as much marketing stuff in there. However, depending on the needs, maybe the marketing “stuff” is what’s needed. Select and Click Next.
Here we provide the template information including folder (if you want to organize your templates), the name/API name, description, the subject and the body. Here I’ve copied the sample template into the body to display the merge fields used.
Couple of key points here and what we’ll demonstrate in the webinar for this tip (see our events section) is the creation of new merge fields. Using the top part of the form, you choose your field, then simply copy and paste in those merge fields into the body of the email. Here we’ve got the Account.Product field displayed.
Save it and done.
