Enable Templates for Salespeople to Use When Composing Emails

Enable email templates to let salespeople communicate more effectively via email. After you enable the message templates, salespeople can simply select a template and their email is automatically populated with relevant information from the sales records based on the selected template.

Setting up message templates for use in Outlook involves these high-level steps:

1. Create templates for use in the add-in. See Create Email Templates (Message Templates) for more information.
2. Enable the business objects that you want to expose the associated templates in the add-in for.

Enable the Objects to Expose the Email Templates in the Add-In For

Here's how to enable the use of templates per object you want to use them with:

1. Sign in as the sales administrator or as a setup user.
2. Ensure you're in a sandbox with Application Composer enabled.
3. Navigate to Configuration > Application Composer.
4. Select Productivity Applications Setup from the Overview region.
5. Select the Oracle Sales for Outlook tab to get to the Oracle Sales Outlook Composer.
6. Click the Share icon and then click the Email icon.
7. In the Layouts pane, click the Click to Clone icon for the standard layout, and enter a layout name that reflects the purpose of the layout.
8. Toggle the Enable Email Templates slider to the on position.
9. Select the object that you want to see the associated email templates in the add-in for. For example, select Accounts and Opportunities.
10. Click Save.

    Now your users can select the enabled email templates while composing emails in the add-in.