An e-mail template is a pre-formatted email 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 allow you speedily transport emails that include field information from Salesforce records like Contacts, Leads, Opportunities, or custom objects. You can use email templates when mass emailing people with List Email or but to transport to one person. Y'all can create your ain template or use templates created by Admin or your manager.

At that place are two kinds of e-mail templates in Salesforce:

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

You can create 4 different types of Classic email templates: Text, HTML with Archetype Letterhead, Custom, and Visualforce. You tin can add text, merge fields, and attach files in all these types of e-mail templates. They use Salesforce Merge Language (SML) to insert merge fields. These templates can be used in Workflow Rule, Process Builder, or Flow to send email alerts.

Lightning Email Templates

These are the newer versions of email templates. You tin employ Enhanced Letterheads with these templates. They utilise Handlebars Merge Language (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 folder past folder basis. However, these cannot be used in Workflow Rule, Procedure Builder, or Flow to send email alerts. At to the lowest degree not now at the time of writing this blog post.

And here is a quick comparing of the features of both email templates

Email Template Builder

This is a new tool that is introduced with the Winter '21 release. Use it to Create email templates faster and more easily with visual tools. Users can drag elements such as HTML, Rich Text, Push, Image, or Row to create rich, visually appealing e-mail templates. To let users to admission Electronic mail Template Builder, create a permission set up with Access Lightning Content Architect arrangement 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 characteristic that can save 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 stride-by-stride guide to get you started with it. Afterward going through information technology, you lot 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 Classic Email Template
  • Create an Electronic mail Warning
  • Create a Process to Send Electronic mail Alert
  • Use Archetype Email Template

References & Useful URLs:

  • Email Templates – Assist Article (10 mins) – https://assist.salesforce.com/articleView?id=email_templates_landing_page.htm&blazon=5
  • Email Templates in Lightning Experience – Help Article (10 mins) – https://aid.salesforce.com/articleView?id=email_templates_lightning_parent.htm&type=5
  • Email Templates in Salesforce Classic – Help Article (10 mins) – https://help.salesforce.com/articleView?id=admin_emailtemplates.htm&type=5
  • Interactively Create Engaging Electronic mail Templates – Salesforce Winter '21 Release Notes (5 mins) – https://releasenotes.docs.salesforce.com/en-u.s./winter21/release-notes/rn_sales_productivity_email_ETB.htm
  • Send Listing Emails at the Ideal Time – Salesforce Winter '21 Release Notes (5 mins) – https://releasenotes.docs.salesforce.com/en-usa/winter21/release-notes/rn_sales_productivity_email_schedule_list_email.htm