How To View Useremail Templates Salesforce

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Do you like receiving plain text emails from businesses, or does it look a flake shabby? Salesforce comes to the rescue with Lightning Electronic mail Templates. Using the Lightning email builder, congenital on the Salesforce platform, you are able to insert fields into email templates (mail merge) from a record in Salesforce to apply across a range of apply cases (east.yard. for sales emails, renewals, case updates).

You and your users can use the Lightning Email Template Builder directly (providing they employ Lightning). It works with merge fields in email alerts, Workflow, Process Builder, Period, Blessing Processes and more. Information technology'due south amend, and much more than modern than Salesforce Classic Electronic mail Templates, and is also the same builder that'southward been rolled out beyond many other Salesforce platform products, such as Pardot.

In this article, nosotros'll look at how to gear up Lightning Email Templates (notation: they are not enabled by default!) And then we will dive into its key features, what it looks like in do and its limitations.

Great news: it'due south like shooting fish in a barrel to update existing Email Alerts to use a new Lightning email template, you just demand to edit the Electronic mail Alert and point it to the new Lightning email template.

How to Enable Lightning Electronic mail Templates

This is a two-part procedure (perhaps attempt it in a sandbox first!).

Part one: Enabled Template Folder Sharing

This part is not mandatory, just very helpful to all your users, so they can share and access email templates amidst themselves.

Go to Setup and search for "Lightning E-mail Templates"
Switch "Folders and Enhanced Sharing" to on (come across screenshot below)

Part two: Enable Content Builder

Create a new Permission Set (e.g. "Lightning Email permission set")
Become to Arrangement Permissions

3. Tick "Admission elevate-and-drop content builder" (this controls whether the "Edit in Architect" push button appears later on)

4. Save

5. Apply to users as appropriate

half-dozen. Await 15 minutes*. If you don't see "Edit in Builder" when using the Template Builder in the next section, then your arrangement all the same hasn't been updated

*or log out and dorsum in again, this is to avoid the Lightning delay!

Create Email Templates in Salesforce Lightning

Click on App Launcher (the ix dots, in the superlative left mitt corner) and search for Templates in the App carte du jour. Apparently, it's been at that place for a while, but this is the starting time time that I've noticed information technology!

two. Create a new template. Here y'all put in the "metadata" for the email, such as the discipline line, which object information technology relates to (if you want to merge field information into it) and where it should exist saved. The trunk of the electronic mail comes soon, only not quite nevertheless!

3. The next screen volition have an "Edit in Architect" push. Click it!

four. Once in the email screen itself (which we'll fully explore in the side by side section), you will probably want to update the background color as your offset action item. If greyness is your thing, then leave it alone, just for everything else, go to Fashion (on the right), click the colour option box and alter it to #FFFFFF or 255, 255, 255 to reset the background to white.

Add images to email templates in Salesforce Lightning hands by dragging an image component from the left-hand sidebar on to the email canvas.

5. Welcome to the Lightning Email Builder!

Lightning Email Architect: Cardinal Features

You'll recognize the layout of the Content Architect. On the left-hand side are the drag and drop components. The exciting part is that there's clearly telescopic for new elements to be added over time.

On the right-hand side, the properties/details of each component can be adapted, such every bit merge fields for rich text, image location (which you can directly upload), or color, margin, and epitome width in the "Style" subsection.

Printing "Save" and and so you lot're ready to utilise the electronic mail template!

How Does information technology Piece of work?

As discussed, you can use these in an Email Alert or end users can use them straight within Salesforce when creating an email. At the lesser of the email screen, there's the insert, create or update template button, which users tin can click to select the template that they want.

And, with that previously mentioned – but avoidable – default grey groundwork creeping in at the sides, here's the terminal result, when received and seen on mobile:

Lightning E-mail Template Limitations

Merge fields are resolved for nearly activeness-enabled objects – the exception is that merge fields are not however available for Contact and Lead objects (this is on Salesforce'southward roadmap)
You cannot edit classic e-mail templates in the Content Architect; you have to create new Lightning e-mail templates. However, updating an Email Warning is only a thing of editing the E-mail Alert, pointing and clicking and selecting the new Lightning email template
Cantankerous-object merge fields nevertheless aren't supported (though at that place'southward a long-standing, popular thought that Salesforce are very much aware of)
Lightning Email Template Content Architect is not as powerful as Marketing Cloud's Email Studio
Some Classic Template functionality is missing, such as:
- Transport Test and Verify Merge Fields (please vote for the idea hither!)
- Record Type Name. This field needs to be recreated as a Formula Field; using the RecordType field gives the Record Blazon ID instead
- Details Link (the power to insert a link directly to the record, which is very useful for internal email alerts). The merge field you need to type is ".link" east.g. {{{Contact.link}}} or {{{CustomObject__c.link}}}