Provide basic email information to create an email content record, and then build from
scratch or edit existing email content. To make email creation even easier, Account Engagement
offers email templates that help you reuse email designs.
Required Editions
Available in: any
Account Engagement Edition
with Salesforce Professional, Enterprise, Performance, and
Unlimited Editions
User Permissions Needed
To build an email:
Manage Email Content
AND
Access Drag-and-Drop Content Builder
To add custom components in email templates:
View Setup and Configuration
The email Subject and HTML Body field content is automatically copied from the template
that you select.
From the Email Content tab, click New.
Enter an email name for internal use.
To begin from an email template, select a template.
Only email templates created from the email template builder are available for
selection.
Save your work.
To add components and customize your content, click Edit in
Builder.
To continue using the standard Enhanced Email builder, select Existing email
experience.
Drag a component from the list to the canvas where you want it to appear.
An editing pane opens where you can add content and style fields.
After you add your content, save your work.
To work with the text-only version of your email, edit the email content record. In the Text
Body field, enter new text, or click Sync from HTML to use the text that
you added in the builder.
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