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How do I add a template to Salesforce?
How do I add a template to Salesforce?
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3 Replies
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Create Templates
Click Create.
Hover over Template.
Select a template type. When creating from an existing template, select the template to start creating from and click Select.
Save the template.
Complete required fields.
Add content to the email.
Save the email. -
- Do one of the following:
- If you have permission to edit public templates, from Setup, enter <kbd>Email Templates</kbd> in the <samp>Quick Find</samp> box, then select Classic Email Templates.
- If you don’t have permission to edit public templates, go to your personal settings. Enter <kbd>Templates</kbd> in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
- Click New Template.
- Choose the <samp>Text</samp> template type, and click Next.
- If necessary, change the <samp>Template Unique Name</samp>.
- for more :https://help.salesforce.com/articleView?id=creating_text_email_templates.htm&type=5
<li id="chooseafolder">Choose a folder in which to store the template.<li id="makeitactive">To make the template available for use, select the <samp>Available For Use</samp> checkbox.<li id="setthename">Enter a name in <samp>Email Template Name</samp>.
- Do one of the following:
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Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.
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