How To Determine Email Template Usage In Salesforce

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Do you like receiving plain text emails from businesses, or does it wait a chip shabby? Salesforce comes to the rescue with Lightning Electronic mail Templates. Using the Lightning email builder, built on the Salesforce platform, you lot are able to insert fields into e-mail templates (mail merge) from a record in Salesforce to utilize beyond a range of employ cases (e.k. for sales emails, renewals, case updates).

You and your users can employ the Lightning Electronic mail Template Builder directly (providing they utilize Lightning). It works with merge fields in e-mail alerts, Workflow, Procedure Architect, Menstruation, Approval Processes and more than. It's ameliorate, and much more modern than Salesforce Classic Email Templates, and is besides the same architect that's been rolled out across many other Salesforce platform products, such as Pardot.

In this article, we'll look at how to fix Lightning Email Templates (note: they are not enabled by default!) Then nosotros will swoop into its cardinal features, what information technology looks similar in practice and its limitations.

Great news: it's piece of cake to update existing E-mail Alerts to use a new Lightning email template, yous just need to edit the Email Alert and bespeak it to the new Lightning email template.

How to Enable Lightning Email Templates

This is a ii-function process (peradventure try it in a sandbox start!).

Part 1: Enabled Template Binder Sharing

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

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

Part 2: Enable Content Builder

Create a new Permission Set up (e.g. "Lightning Electronic mail permission fix")
Go to System Permissions

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

four. Save

v. Apply to users as advisable

6. Wait 15 minutes*. If you don't run across "Edit in Builder" when using the Template Architect in the next department, and then your arrangement withal hasn't been updated

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

Create Email Templates in Salesforce Lightning

Click on App Launcher (the nine dots, in the top left mitt corner) and search for Templates in the App menu. Apparently, information technology's been there for a while, but this is the get-go time that I've noticed it!

2. Create a new template. Here y'all put in the "metadata" for the electronic mail, such as the subject line, which object it relates to (if yous want to merge field data into it) and where it should exist saved. The trunk of the email comes before long, but not quite all the same!

3. The adjacent screen will have an "Edit in Builder" button. Click it!

4. Once in the email screen itself (which we'll fully explore in the adjacent section), you will probably desire to update the background color as your get-go action item. If grey is your thing, and then go out it alone, but for everything else, go to Mode (on the right), click the color option box and change it to #FFFFFF or 255, 255, 255 to reset the background to white.

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

five. Welcome to the Lightning E-mail Builder!

Lightning Email Builder: Key Features

You'll recognize the layout of the Content Architect. On the left-mitt side are the elevate and drop components. The heady function is that in that location's clearly telescopic for new elements to exist added over time.

On the right-mitt side, the backdrop/details of each component can be adjusted, such as merge fields for rich text, paradigm location (which you tin directly upload), or color, margin, and prototype width in the "Fashion" subsection.

Press "Salve" and then you're set up to apply the email template!

How Does it Work?

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

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

Lightning Email Template Limitations

Merge fields are resolved for virtually activity-enabled objects – the exception is that merge fields are not still bachelor for Contact and Atomic number 82 objects (this is on Salesforce's roadmap)
Y'all cannot edit classic email templates in the Content Architect; you lot accept to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alarm, pointing and clicking and selecting the new Lightning email template
Cross-object merge fields still aren't supported (though there's a long-standing, popular idea that Salesforce are very much aware of)
Lightning Email Template Content Architect is not as powerful every bit Marketing Cloud's Email Studio
Some Classic Template functionality is missing, such as:
- Ship Exam and Verify Merge Fields (please vote for the idea here!)
- Record Type Name. This field needs to be recreated as a Formula Field; using the RecordType field gives the Record Type 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" e.k. {{{Contact.link}}} or {{{CustomObject__c.link}}}