The Steps of Creating Email Templates in Salesforce

Creating email templates is not a complex and difficult thing to do. There’s no need to purchase multiple templates from different businesses, all to be disappointed and purchase more. Creating email templates in Salesforce will benefit your business via Salesforce training material as well as give you the freedom of designing them into your own style, one that fits your preferences.   Your business usually comes with a set number of templates. The templates that are used tend to be set in the same fashion that they were designed for months, and sometimes, even years. Even though providing consistency in your business is essential to having some control, changing the way that your team and customers see the email can make a world of a difference in terms of communication and interest. What you’ll find in this article is a basic outline on how creating email templates in Salesforce in a fast and efficient manner works well. Managers and consultants use Salesforce to maintain the best performing email templates in their teams, as well as use them to make the message get across clearly without any confusion.

First Step to Creating Email Templates in Salesforce

When you first enter the Salesforce program, you’ll find your “name” placed at the top right hand corner, along with “Help & Training” on the side. Under your name, you’ll find the “setup” function. Once you’ve selected the setup button, you’ll be directed to another site where you’ll find the “create or edit an email template” link. Click this link to get yourself to the platform where you’ll get started to creating email templates in Salesforce.

Second Step to Creating Email Templates in Salesforce

Once you’re in the platform to create your templates, you’ll click on the “New Template” button and choose what type of template you would like to use. There are three options on which you can choose from: Text, HTML or Custom. The text option will be your best bet here. After you’ve selected this option, you’ll be directed to the next step: saving the file.

Third Step to Creating Email Templates in Salesforce

Here, you’ll fill in the information on where the saved templates will be. Creating email templates in Salesforce gives you more freedom than any other program. Salesforce gives you a series of fields that you can place your custom templates, based on the style, type and lead intelligence that your marketing team has placed. This is now where the easy part comes in. Based on the style and preferences that you need for your email template, Salesforce will automatically assist you by programming the email template together for you and all you’ll have to do is to select the folder in which you want to save it on. After that, you’re ready to go. If you have any questions, remember to use the Salesforce help desk. The next step is to now use the customized email templates in salesforce to send to your team. Select the folder and encoding areas in reference to the file location and global location. After that, all you need to do is to add in the content i.e. Subject, email body, and you’ll be ready to send the email out. Creating email templates in Salesforce is as easy as 1-2-3. Test it out for yourself and see how versatile creating Salesforce email templates can be for you. Adding a creative touch to your emails with Salesforce will make your life a whole lot easier. Once you have mastered this, you can learn how to send mass email in Salesforce.
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.