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            Create Text Email Templates in Salesforce Classic

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            Create Text Email Templates in Salesforce Classic

            You can create plain-text email templates to send to recipients who can’t read HTML email.

            Required Editions

            Available in: Salesforce Classic

            Available in: All Editions

            Mass email not available in: Personal, Contact Manager, and Group Editions

            HTML and Visualforce email templates not available in: Personal Edition
            User Permissions Needed
            To create or change public email template folders: Manage Public Classic Email Templates
            Note
            Note If you’re using a free org, you can have up to 500 email templates, of any kind, in that org.
            1. Choose one of these options.
              • If you have permission to edit public templates, from Setup, enter Email Templates in the Quick Find box, then select Classic Email Templates.
              • If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
            2. Click New Template.
            3. Choose the Text template type, and click Next.
            4. Choose a folder in which to store the template.
            5. To make the template available for use, select the Available For Use checkbox.
            6. Enter an email template name.
            7. If necessary, change the Template Unique Name.
              Note
              Note This unique name refers to the component when you use the Lightning Platform API. In managed packages, this unique name prevents naming conflicts in package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, you can change certain components’ names in a managed package and the changes are reflected in a subscriber’s organization.
            8. If desired, choose a different character set from the Encoding dropdown list.
            9. Enter a description for the template. Both the template name and the description are for your internal use only.
            10. Enter a subject for the message.
            11. Enter the text of the message.
            12. If desired, enter merge fields in the template subject and text body. When you send an email, these fields are replaced with information from your records.
            13. Click Save.
            Tip
            Tip View a sample of the template populated with data from records you choose and send a test email by clicking Send Test and Verify Merge Fields.

            See Also

             
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