Contents
What is classic email templates in Salesforce?
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.
How do I use classic email templates in Salesforce?
Create Text Email Templates in Salesforce Classic
- Do one of the following:
- Click New Template.
- Choose the Text template type, and click Next.
- Choose a folder in which to store the template.
- To make the template available for use, select the Available For Use checkbox.
- Enter a name in Email Template Name .
Where are email templates used in Salesforce?
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—with list email or mass email—or just one person.
Are there email templates in Salesforce Classic Edition?
Email Templates are available in Salesforce Classic but in all editions. There are certain Editions in which mass email option is not available i.e. Personal, Contact Manager, and Group Editions. In Personal Edition, HTML and VisualForce email templates are not available.
How to change email template name in Salesforce?
Choose a folder in which to store the template. To make the template available for use, select the Available For Use checkbox. Enter a name in Email Template Name. If necessary, change the Template Unique Name. This unique name refers to the component when you use the Lightning Platform API.
How to set default font for email templates?
It would be great to be able to set a default font type and size for all users in our company. The default font size is too large and our templates are set at a smaller size but when someone goes in to a template to make additions or changes it defualts to the larger size and then you need to change the font size manually (which not all users do).
Which is the default email template in Visualforce?
Generally, use the default value for all versions, to associate the email template with the most recent version of Visualforce, the API, and each managed package. To maintain specific behavior, you can specify an older version of Visualforce and the API.