Learn How To Create An Email Template In Salesforce
One of the reasons of the popularity of the Salesforce, customer relationship management software for businesses by subscription, is that it is extremely user-friendly and allows businesses to do a lot of things through a single interface. This customer relationship management software allows businesses to keep track of their conversations, contacts and many other types of information.
Since all this information is stored centrally, people from various departments in the company can access this information and interact with it. In addition to increasing efficiency, Salesforce also offers better ways to communicate such as e-mail templates. It is extremely easy to create an e-mail template in the Salesforce app. Here is how to create an email template in Salesforce with ease.
How to Create an Email Template in Salesforce – Steps to Take
To create the template, you will lead to login into your account. Each user in the company is assigned a unique login for the software. Various sets of permissions are associated with a login for changing the data in the system. Once you are logged in, you need to click on the small arrow next to your user name in the top right-hand corner and choose the setup button.
Now you need to select the option that states create or edit an e-mail template. Select new template. If some templates are already there, these will also be available for editing here. While some templates may be allowed for editing, some others may be protected.
Users can choose from various types of e-mail templates including text, HTML, custom and Visualforce. It is likely that you will be using a simple text e-mail template or a HTML template with or without the company letterhead. Chances are that the letterhead of the company is already added and that is already present in the HTML code. Depending on the kind of e-mail template you want to create, you need to choose one of these options. Most of the users choose either HTML or text option.
All of these template types allow the users to attach files, type in text and choose the people who will be receiving the e-mail. Mass e-mails can be sent with both text and HTML templates but Visualforce template cannot be used for sending mass e-mails. If you want to learn how to create an email template in Salesforce and send images within the text, you need to choose HTML or Visualforce template. You can also track your e-mail if you choose HTML template. However, text e-mails do not have any kind of inbuilt tracking.
Once you have selected everything, you need to type in the name of this template and choose from various layout and letterhead options. Among the options, you will need to give a description, folders for saving the template and encoding. You also need to tick the box that says ‘available for use’ if you want to see it in the options.
In the e-mail template, you will need to type in body of the e-mail, a signature, a greeting as well as other things you want to include in each e-mail. Once you are done, save the e-mail template for future use. In case you place a problem while creating an e-mail template from scratch, you can always look up the inbuilt help. So, now you know how to create an email template in Salesforce, a template that will be available for use next time when you login and want to send an e-mail.