Activity Forums Salesforce® Discussions What are the different types of email templates that can be created in Salesforce?

  • shariq

    Member
    September 22, 2018 at 10:25 am

    The different types of Email templates are listed in the below table:-

    Text
    All users can create or change this template
    HTML with letterhead
    Only Administrators and users having “Edit HTML Templates” permissions can create this template based on a letterhead.
    Custom HTML
    Administrators and users having “Edit HTML Templates” permissions can create this template without the need of a letterhead
    Visualforce
    Only administrators and developers can create this template. Advanced functionalities like merging data from multiple records is available only in this template

  • Parul

    Member
    September 22, 2018 at 12:45 pm

    Text - All users can create or change text email templates. See Create Text Email Templates in Salesforce Classic.
    HTML with letterhead - Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. Letterheads define the look and feel of your HTML email templates. Your HTML email templates can inherit the logo, color, and text settings from a letterhead. See Create Letterhead Email Templates in Salesforce Classic.
    Custom HTML - Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template. See Create Custom HTML Email Templates in Salesforce Classic.
    Visualforce - Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient's data, where the content of a template can contain information from multiple records. See Create Visualforce Email Templates in Salesforce Classic.

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