Custom email templates Salesforce will enable you to standardize your emails, save time as well as communicate professionally with your customers. Therefore, you can send the introductory emails with ease. Also, case notification emails or standardized welcome letters will be received. What is the procedure of creating custom email templates Salesforce? The question can be answered by the following step by step tutorial on how to create Salesforce emails:1. Navigate The Setup
The initial step is navigating the setup. This can be done by just looking at the top right-hand side of your Salesforce account.2. Select “Create Email”
From the second module, edit or create email template is selected3. Click on new Template
There might be already some publicly available templates depending on the size of the template. Hence, you need to click on unified public email templates folder.4. From The Templates’ Select “Type”
One can receive the sales emails through plain text. Any other information can make the email be similar to a marketing email.5. Create The Email Templates
It takes a few additional steps for you to create an email template:
I. Selection of The FolderPersonal email templates are only assessable through the Salesforce account. By saving your templates in a unified public email template, it will allow the representatives of your firm to use them. II. Describe The Salesforce Template The template’s name will assist you to easily locate it in future. Thus, it is important to ensure that you encode the template in your time zone. Nevertheless, a description is added if you feel that it is necessary. III. Note Down the Copy The step involves adding in your email content. You can get some optimized Salesforce emails if you are looking for crafted email templates.