An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consequent messaging. Electronic mail templates with merge fields let you quickly send emails that include field data from Salesforce records similar Contacts, Leads, Opportunities, or custom objects. Y'all can use email templates when mass emailing people with Listing E-mail or just to send to one person. You can create your own template or use templates created past Admin or your manager.

There are two kinds of email templates in Salesforce:

  1. Archetype Email Templates
  2. Lightning Electronic mail Templates
Classic E-mail Templates

You lot can create four unlike types of Classic email templates: Text, HTML with Classic Letterhead, Custom, and Visualforce. You can add text, merge fields, and attach files in all these types of email templates. They utilise Salesforce Merge Language (SML) to insert merge fields. These templates can be used in Workflow Rule, Process Builder, or Flow to send email alerts.

Lightning Email Templates

These are the newer versions of e-mail templates. You can use Enhanced Letterheads with these templates. They utilize Handlebars Merge Language (HML) for merge fields, which is more flexible than SML. Enable Enhanced Folders and Sharing to organize Lightning Email Templates in folders and manage user access on a folder by folder basis. All the same, these cannot exist used in Workflow Dominion, Process Builder, or Period to send email alerts. At least non now at the fourth dimension of writing this blog post.

And here is a quick comparison of the features of both electronic mail templates

Email Template Builder

This is a new tool that is introduced with the Winter '21 release. Use it to Create email templates faster and more hands with visual tools. Users can elevate elements such every bit HTML, Rich Text, Button, Image, or Row to create rich, visually appealing email templates. To allow users to access Email Template Builder, create a permission fix with Access Lightning Content Builder system permission enabled and assign it to required users. Note: Email Template Builder isn't bachelor for previously created Classic and Lightning email templates.

Email Templates in Salesforce is a cool, productivity feature that can save tons of time for your users in sending emails. With the introduction of the Email Template Builder, it has become even more intuitive, hence the step-by-step guide to get you started with it. Afterwards going through it, y'all volition learn how to:

  • Assign Content Builder Permission to Users
  • Enable Electronic mail Template Folders & Enhanced Sharing
  • Create a Lightning Email Template
  • Edit in Lightning E-mail Template Architect
  • Schedule List Email Using New Template
  • View Scheduled List Emails
  • Create a Classic Email Template
  • Create an Email Alert
  • Create a Procedure to Ship E-mail Alarm
  • Use Classic E-mail Template

References & Useful URLs:

  • Email Templates – Assist Article (10 mins) – https://help.salesforce.com/articleView?id=email_templates_landing_page.htm&blazon=5
  • Email Templates in Lightning Experience – Help Commodity (ten mins) – https://help.salesforce.com/articleView?id=email_templates_lightning_parent.htm&blazon=v
  • Email Templates in Salesforce Classic – Help Article (x mins) – https://help.salesforce.com/articleView?id=admin_emailtemplates.htm&blazon=5
  • Interactively Create Engaging Email Templates – Salesforce Winter '21 Release Notes (five mins) – https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_sales_productivity_email_ETB.htm
  • Send List Emails at the Platonic Time – Salesforce Wintertime '21 Release Notes (5 mins) – https://releasenotes.docs.salesforce.com/en-u.s./winter21/release-notes/rn_sales_productivity_email_schedule_list_email.htm