Best Practices Types of Email Templates in Salesforce

In every firm, email templates are essential to management purposes. In fact, they assist in an organization’s leads, contacts, opportunities and all associated processes and activities. Hence, it creates both long term and more profitable relationships. With the email templates, your team will deliver the right solutions at the right time to the clients. What are some of the essential practices for different types of email templates in Salesforce? This is a question whose solution is provided by the following information:

1. A Font Which is Very Easy to Read on The Mobile Devices Should be Used

One of the ways of creating dashboards in Salesforce is to specify the font size, color, and type by use of the HTML email templates. In order to make the email templates Salesforce outstanding, a dark gray color should be used instead of a standard black font. Nevertheless, a font tag is included in the sales force email templates.

2. Different Types of Email Templates in Salesforce Folders Should be Created

Appropriate permissions and access for every folder should be set. This will make it very easy for users to locate a suitable template. As a result, it makes the Salesforce trigger best practice much easier.

3. Management of Images Within The Department or Group

Images which you want to display in the Salesforce email templates should be accessible publicly. Instead of depending on the webmaster of the organization to upload the images into your web host, a file hosting service, for example, Amazon s3 needs to be used. As compared to other service providers, it is cheaper. What you need to do is to simply create a similar folder (bucket), upload an image and make the image to be public.

4. Generate a Header Banner

Another way of making Salesforce trigger best practices is the generation of a header banner. At the top of your email template, add a banner which comprises of your logo, a value message on the right or some information text. It is significant to keep your banner small in size so that the first few lines of the body text are not moved below the fold.

5. Ensure That Your Subjects Are at a Maximum of 50 Characters or Fewer

The characters of the iPhone screen should contain approximately 50 characters. If the characters exceed the required number, it will result in the less visible body text. Therefore, you will increase the chances of the desired email templates Salesforce by capturing the attention of the recipient before scrolling down.

6. Include HTML Headings For Text Breakups

This is another essential practice for different types of email templates in Salesforce. The custom email templates include HTML headings within the text of the body. By use of more than one heading in the body, H4 tags are supposed to be used. The multiples of the tags include H3, H2, and H1. While using the headings, make sure that it seems to render inconsistently in sizes.

7. Add Social Media Icons at The Bottom of Your Template

Even tough HTML is a little more intensive, you can use a single row table with the addition of a set of the social media icons to the bottom of the email. This makes it effective for creating dashboards in Salesforce.

You can easily deal with different types of email templates in Salesforce by following the guidelines highlighted. This will enable you to gain the valuable real-time insight so as to improve the performance of your business.

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.