Category
Send Survey
Email templates is used to ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities. You can use email templates when emailing groups of people.
When composing an email, use an email template to speed things up and make sure you’re sending the right message. You can use your own email template or one from your company.
Selecting the proper email template, It will render a proper email structure when the email is sent to the customer.
In Salesforce Classic, You can create four different types of email templates: text, html with classic letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.
Text email template:-All users can create or change text email templates. See Create Text Email Templates in Salesforce Classic. |
HTML Classic Email Template:-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 HTML Classic Letterhead Email Templates in Salesforce Classic. |
Custom HTML email template:Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using classic letterhead. You must know HTML or obtain the HTML code to insert in your email template. See Create Custom HTML Email Templates in Salesforce Classic. |
Visualforce email template: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. You can create plain-text email templates to send to recipients who can’t read HTML emails. |
Note: Please make sure that the selected folder must be "Survey_Email_template".