What is email template in Salesforce?

What is email template in Salesforce?

An email template is a pre-formatted email that you can use to create and send emails quickly. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like Contacts, Leads, Opportunities, or custom objects.

How do I enable lightning email template?

  1. Click New Email Template.
  2. Enter the template’s name.
  3. Add a subject.
  4. If you want, select an item from the Related Entity Type dropdown list.
  5. If you want, select a letterhead from the Enhanced Letterhead dropdown list.
  6. Click Save.
  7. Click Edit.
  8. In the HTML Value field, compose the email to use as your template.

Where do I find my email template in Salesforce?

Select your template under “My Templates.”. Select “Edit” or “Del” to edit or delete, respectively. You can use your email template by going to a contact page, scrolling down to the bottom and clicking the “Send an Email” button under “HTML Email Status.”.

What do you need to know about Salesforce CRM?

Salesforce’s CRM allows you to keep track of contacts, conversations and other information related to business accounts. This database allows people from different departments to interact with the information with increased efficiency. Salesforce also boasts a number of ways to streamline communication, such as website data and email templates.

Where are emailtemplate components stored in Lightning email?

Packaging isn’t supported for Lightning email templates. The file suffix is .email for the template file. The accompanying metadata file is named EmailTemplateName-meta.xml. EmailTemplate components are stored in the email folder in the corresponding package directory.

Which is the latest version of Visualforce email template?

Email templates are available in API version 12.0 and later. This metadata type contains the following fields: The API version if this is a Visualforce email template. Every Visualforce email template has an API version specified at creation. This field is available in API version 16.0 and later.