Can I Do Email Template In Saleforce From Reprots

Paul is a nonprofit specialist and Gilded Hoodie. He'southward active on Twitter every bit @NaturallyPaul.

Practice you like receiving plain text emails from businesses, or does it look a scrap shabby? Salesforce comes to the rescue with Lightning Email Templates. Using the Lightning email builder, built on the Salesforce platform, you are able to insert fields into e-mail templates (mail merge) from a record in Salesforce to use across a range of use cases (e.g. for sales emails, renewals, case updates).

You and your users can use the Lightning Email Template Builder directly (providing they utilize Lightning). It works with merge fields in email alerts, Workflow, Process Architect, Menstruum, Approval Processes and more. It's ameliorate, and much more modern than Salesforce Classic Email Templates, and is likewise the same builder that'due south been rolled out across many other Salesforce platform products, such equally Pardot.

In this commodity, we'll await at how to set up Lightning Email Templates (note: they are not enabled by default!) Then we will dive into its key features, what information technology looks like in exercise and its limitations.

Great news: it'southward easy to update existing Electronic mail Alerts to apply a new Lightning email template, you just need to edit the Email Alert and bespeak information technology to the new Lightning electronic mail template.

How to Enable Lightning Email Templates

This is a two-part process (perhaps try information technology in a sandbox first!).

Part 1: Enabled Template Binder Sharing

This part is not mandatory, just very helpful to all your users, and then they tin share and access electronic mail templates among themselves.

Go to Setup and search for "Lightning Email Templates"
Switch "Folders and Enhanced Sharing" to on (see screenshot below)

Role 2: Enable Content Architect

Create a new Permission Set (e.g. "Lightning Email permission prepare")
Go to System Permissions

3. Tick "Access drag-and-drib content architect" (this controls whether the "Edit in Architect" push button appears later on)

4. Save

5. Apply to users as appropriate

half-dozen. Wait 15 minutes*. If you don't see "Edit in Architect" when using the Template Architect in the next section, then your system still hasn't been updated

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

Create E-mail Templates in Salesforce Lightning

Click on App Launcher (the 9 dots, in the top left paw corner) and search for Templates in the App menu. Plain, it'south been there for a while, only this is the first fourth dimension that I've noticed it!

ii. Create a new template. Here you lot put in the "metadata" for the email, such as the discipline line, which object it relates to (if you want to merge field information into information technology) and where it should be saved. The torso of the email comes soon, simply not quite yet!

3. The next screen will accept an "Edit in Builder" button. Click information technology!

iv. In one case in the email screen itself (which we'll fully explore in the next department), yous volition probably want to update the background color as your commencement action detail. If grey is your matter, then leave it lone, just for everything else, go to Manner (on the right), click the color pick box and change it to #FFFFFF or 255, 255, 255 to reset the background to white.

Add together images to electronic mail templates in Salesforce Lightning hands by dragging an image component from the left-mitt sidebar on to the email canvass.

5. Welcome to the Lightning E-mail Builder!

Lightning Email Builder: Cardinal Features

You'll recognize the layout of the Content Builder. On the left-mitt side are the elevate and drop components. The exciting part is that at that place'south clearly scope for new elements to be added over fourth dimension.

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

Press "Relieve" and then you're set to use the e-mail template!

How Does information technology Work?

As discussed, you tin can use these in an Email Alert or finish users can use them directly within Salesforce when creating an electronic mail. At the bottom of the email screen, there's the insert, create or update template push, which users can click to select the template that they desire.

And, with that previously mentioned – but avoidable – default gray background creeping in at the sides, here's the final event, when received and seen on mobile:

Lightning Email Template Limitations

Merge fields are resolved for virtually action-enabled objects – the exception is that merge fields are not yet bachelor for Contact and Atomic number 82 objects (this is on Salesforce's roadmap)
Y'all cannot edit archetype e-mail templates in the Content Builder; you lot have to create new Lightning email templates. However, updating an E-mail Alert is but a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template
Cross-object merge fields still aren't supported (though there'southward a long-standing, pop thought that Salesforce are very much aware of)
Lightning Electronic mail Template Content Builder is not as powerful as Marketing Cloud's Email Studio
Some Archetype Template functionality is missing, such as:
- Send Test and Verify Merge Fields (delight vote for the idea hither!)
- Record Blazon Proper name. This field needs to be recreated as a Formula Field; using the RecordType field gives the Tape Type ID instead
- Details Link (the ability to insert a link directly to the tape, which is very useful for internal email alerts). The merge field y'all need to blazon is ".link" east.g. {{{Contact.link}}} or {{{CustomObject__c.link}}}