You can create email templates that can be used both by salespeople and by automated
processes in orchestrations. You create the templates for a specific object and can include
attributes from that object as mail merge fields. Salespeople who are using the template to
send emails to customers can modify the text, and add their signatures and
attachments.
Before you start
If you want to send HTML emails with images, then you must author the HTML ahead of
time and copy it into the template. Any images must be referenced by URLs. Salespeople
reviewing the emails before sending them don't see the HTML code.
Here's what to do
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Sign in as an administrator.
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Ensure that you're in an active sandbox.
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Navigate to Application Composer.
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Click Message Templates.
Important: Don't click Email Templates by a mistake. That's a
different feature entirely.
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On the Manage Message Templates page, select + Create
from the Actions drop-down list.
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Give the template a name and description. Salespeople see the name when they
select the template.
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Select the object. A template can be used only for sending emails for the
object. For example, salespeople who email a customer from a leads record only
see the active leads email templates.
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If you don't want to make the template available for use while you're drafting
it, switch the Active switch off. Templates are active
by default.
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Enter the subject and message content.
Use the Attributes list to insert the mail-merge fields.
Tip: If
the meaning of the attribute isn't intuitive, click the attribute to add it
as a merge field to see its technical name. Some of the attributes in the
list have the same name. For example, for Opportunities, there are two
attributes with the name "Account". The technical name for the first is
TargetPartyId. The second is TargetPartyName.
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Click Save.