What You Need To Know About Creating Email Templates In Salesforce

Creating email templates in salesforce is extremely easy. This idea will save you a lot of time if you especially find yourself sending very similar emails all the time. Such kind of emails contain subjects like a standard welcome letter, notification emails and email introduction to leads. Though you may not know it, there is a huge chance that you have encountered email templates in one way or the other as most line managers deal with a form of standard email templates.

Creating Email Templates In Salesforce Tutorial

These kind of templates don’t need constant updating as managers need to be able to keep on top of them. Many people are not aware of the fact that you can be able to create emails that are personified to your taste and liking. Such emails can be up to date and relevant to your situation.

This is the right way for creating email templates in Salesforce. Click your name in the top right corner and navigate to My Settings. Navigate to email that is to the left and proceed to Email Templates.

After you have correctly followed the above steps, you will find yourself on the platform to create email templates. In the left corner, there are folders that you have access to. If your company requires many different templates, there is a provision for such templates as “Service Templates” and” Sales Templates”. Usually, the privileges set to you are the My Personal Email Templates and Unfiled Public Email Templates.


Hit the option of New Templates and what you see now is four options, HTML, Text, Custom template without a letterhead or Visualforce. For our discussion let us limit ourselves to text. To use a letterhead, you will need permission from the company administrator. Again text based emails look very sincere and real. Emails with letterheads give the feeling of automation and machine production.

After settling on the option of text, you will find yourself in the area where the creation of the template now actually begins. The top part of the page includes the areas for merge fields. In this section, you can grab the account name or the receiver’s first name. The last part of the page at the bottom is the section where you can input real values.

As we can see, creating email templates in salesforce is quite self-explanatory and it helps to send mass email in Salesforce. Always choose the folder you prefer to store the templates. Assign a preferred name as a preferred name to the folder. Maintain the encoding scheme and give the template a description if you feel it’s needed.

Now for the part of the real creation start by composing of a dummy email. By doing this, you will be able to figure which customized information is needed in the template from the merge fields above. Once settled on the merge fields needed simply grab the objects needed for information. By doing this, you will be able to save yourself a lot of time when sending emails to many people at the same time. Simply mail merges the composed email and send it to your recipients, and this will do the trick.