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Email Templates in Salesforce Classic
Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.
Required Editions
- View and Edit Email Templates in Salesforce Classic
You have several options for viewing and editing your Classic email templates. You can add attachments and preview email templates too. - Clone Email Templates in Salesforce Classic
Cloning, or copying, an email template lets you use an existing email template as the basis for another template. - Considerations for Sending Classic Email Templates in Salesforce Classic
Before you send Classic email templates, consider a few key points. - Types of Classic Email Templates
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files. - Create Text Email Templates in Salesforce Classic
You can create plain-text email templates to send to recipients who can’t read HTML email. - Add an Attachment to an Email Template in Salesforce Classic
To attach a file to every email that uses an email template in Salesforce Classic, add the attachment to the template. Attachments in mass emails are sent as links rather than as files. - Create Custom HTML Email Templates in Salesforce Classic
You can create custom HTML email templates without using Classic Letterhead. If you don’t know HTML, you can paste HTML code into your template. - Add Images to Email Templates in Salesforce Classic
You can include images, such as logos, in your custom HTML and Visualforce email templates. Salesforce allows you to use style tags to add external or internal images to an email. - HTML Classic Letterhead Email Templates in Salesforce Classic
A letterhead defines the logo, page color, and text settings for your HTML email templates. Use letterheads to ensure a consistent look and feel in your company’s emails. - Visualforce Email Templates in Salesforce Classic
With Visualforce email templates, users can send targeted and personalized emails. Template creators can harness the powerful Visualforce programming language to create templated email content. - Create and Edit Email Template Folders in Salesforce Classic
Create email template folders and set their visibility so that users have the correct access level.
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