Fragments are reusable HTML content blocks that sales reps can insert into the body of
an email template to customize email content. For example, a fragment can contain a preapproved
product blurb, such as key benefits or usage instructions. Users with access to that fragment can
select that blurb to include product details in the related email template.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions Needed
To manage and share fragments and run email fragment jobs:
Life Sciences Commercial Admin permission set
When you upload an email template ZIP file that contains a Fragments folder, Life Science
Email Template Fragments records are created automatically. You can also create or update Life
Science Email Template Fragments records manually or by using Data Loader.
To create a fragment manually, upload the fragment’s HTML file and associate its related
Content Document record with the Life Science Email Template Fragment record. In the fragment’s
HTML file, include:
Record names that match the file names in the email template ZIP file, excluding the file
extensions. Record names are case-sensitive and must be fewer than 80 characters.
Descriptions to show to sales reps when they select fragments.
After you create or update fragments, there are two ways to share fragments so that sales reps
can access them when they send emails.
Share Fragments for One Template
Update fragments sharing for one template from the template's details.
From the App Launcher, find and select Admin Console.
Select Email, and then select Email
Templates.
Open a template.
To share the fragments for the template, click Update Fragments
Sharing.
Share Fragments for All Templates
Run or schedule an email fragment job to recalculate sharing rules for fragments across
all email templates.
You can run the job manually, or you can schedule the job to run later or at a regular
interval. For example, to make sure that new sales reps have access to the right fragments,
schedule an email fragment job that runs daily.
From the App Launcher, find and select Admin Console.
Select Email, and then select Email Fragment
Jobs.
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