An electronic mail template is a pre-formatted electronic mail that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging. Email templates with merge fields let you lot speedily send emails that include field data from Salesforce records similar Contacts, Leads, Opportunities, or custom objects. You can employ email templates when mass emailing people with Listing Electronic mail or just to ship to i person. You tin create your own template or use templates created by Admin or your manager.

There are two kinds of email templates in Salesforce:

  1. Archetype Email Templates
  2. Lightning Email Templates
Classic Email Templates

You can create four different types of Archetype email templates: Text, HTML with Classic Letterhead, Custom, and Visualforce. Yous can add together text, merge fields, and attach files in all these types of electronic mail templates. They use Salesforce Merge Language (SML) to insert merge fields. These templates can exist used in Workflow Dominion, Process Builder, or Flow to transport email alerts.

Lightning E-mail Templates

These are the newer versions of email templates. Y'all tin use Enhanced Letterheads with these templates. They use Handlebars Merge Linguistic communication (HML) for merge fields, which is more flexible than SML. Enable Enhanced Folders and Sharing to organize Lightning Email Templates in folders and manage user access on a binder past folder basis. Nonetheless, these cannot be used in Workflow Rule, Process Builder, or Flow to transport email alerts. At least not at present at the time of writing this blog post.

And hither is a quick comparison of the features of both email templates

Email Template Builder

This is a new tool that is introduced with the Winter '21 release. Use information technology to Create email templates faster and more hands with visual tools. Users tin drag elements such as HTML, Rich Text, Button, Paradigm, or Row to create rich, visually appealing email templates. To let users to access Email Template Architect, create a permission ready with Access Lightning Content Builder system permission enabled and assign it to required users. Notation: Email Template Builder isn't available for previously created Classic and Lightning email templates.

Email Templates in Salesforce is a cool, productivity feature that can relieve tons of time for your users in sending emails. With the introduction of the Email Template Builder, it has become even more than intuitive, hence the step-by-stride guide to get you started with it. After going through it, you will learn how to:

  • Assign Content Architect Permission to Users
  • Enable Email Template Folders & Enhanced Sharing
  • Create a Lightning Email Template
  • Edit in Lightning Email Template Builder
  • Schedule List Email Using New Template
  • View Scheduled List Emails
  • Create a Archetype E-mail Template
  • Create an E-mail Alert
  • Create a Procedure to Ship Email Alert
  • Utilize Classic Email Template

References & Useful URLs:

  • Email Templates – Assist Commodity (ten mins) – https://assistance.salesforce.com/articleView?id=email_templates_landing_page.htm&type=5
  • Email Templates in Lightning Experience – Aid Article (10 mins) – https://assistance.salesforce.com/articleView?id=email_templates_lightning_parent.htm&blazon=five
  • Electronic mail Templates in Salesforce Classic – Help Article (10 mins) – https://help.salesforce.com/articleView?id=admin_emailtemplates.htm&blazon=five
  • Interactively Create Engaging Email Templates – Salesforce Winter '21 Release Notes (5 mins) – https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_sales_productivity_email_ETB.htm
  • Ship List Emails at the Platonic Time – Salesforce Winter '21 Release Notes (5 mins) – https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_sales_productivity_email_schedule_list_email.htm