How To Associate A Template To Email In Salesforce

Email templates provide a variety of benefits. Upfront work to create professional person-looking templates will relieve fourth dimension in the long run. Also, because multiple users tin can have access to templates branding guidelines can be better adhered to and messaging consistent beyond business units.

What Electronic mail Template Should You Cull?

Salesforce provides 4 e-mail template types. Here's an overview of the different types and some considerations.

1. Text Email Templates

This template just contains text, no formatting is possible (e.g. font colour, font size, bold…)

You tin can use this type of email template when manually sending an electronic mail (manually clicking "Transport an Email" from the Activity History related list). With this option, you can change the formatting and besides alter the content.

2. HTML (Using Letterhead) Electronic mail Templates

Yous will need to create a Letterhead, which is the visual container of the email. Yous also need to select an email Layout. This specifies how the content is distributed. The email formatting can be done using the Formatting Controls, no HTML/CSS knowledge needed. This can outcome in a professional-looking email.

Y'all tin can use this email template when manually sending an email. With this option, yous can change the formatting and also modify the content.

3. Custom (without using Letterhead)

No letterhead needed, but you lot will demand to build your own HTML and CSS to customize the email layout and formatting.

In the picture show below, no HTML or CSS has been used. Therefore, at that place is no formatting.

You will be able to re-use the email template when manually sending an electronic mail, but you won't exist able to modify the layout or the content of the electronic mail.

4. Visualforce

You demand HTML, CSS, and Apex knowledge if you want to utilize this template. Visualforce templates allow you lot to have access to information from other records instead of just existence express to the information on the current tape. You can besides specify a "Reply-to" address. You tin can re-employ this e-mail template when manually sending an electronic mail, only y'all won't be able to modify the layout or the content of the e-mail.

For example, this code must be entered in the user interface to display the electronic mail message and related fields.

Tips and Tricks

Custom Date Formatting

Salesforce uses the organisation'southward location settings to format the engagement. However, most organizations similar to display dates in different formats. Yous can utilise formulas to customize the date format.

east.thousand. If y'all need to format the date similar this Month DD, YYYY. Here's the formula you lot need, where Record.DateField is your date field.

{!Case(MONTH(Tape.DateField),1,"January",2,"Feb",3,"March",four,"Apr",5,"May",half dozen,"June",7,"July",eight,"August",9,"September",10,"October",11,"November",12,"December","Month")} {!DAY(Record.DateField)}, {!Year(Record.DateField)}

Display Information from Other Records

You accept 3 options to achieve this:

Use a Visualforce template. As mentioned previously, you demand to create your own CSS, HTML.
Ship your electronic mail by trigger. From a trigger, you can choose an e-mail template and update the content to add data from other records before you lot send the e-mail.
Add together a Text Area field on the record and populate its content with the information from the other records. e.g. A trigger on Opportunity Lines updates a Text Area field on the parent Opportunity to include the Product proper noun, quantity, and amount. Then only add that Text Area field on the email template.

Add Record Link

There is a Merge Field value y'all tin use to add the current record link: {!Business relationship.Link}. Nonetheless, the recipient volition run into something like this: "https://na17.salesforce.com/001o00000031ABP."

If you want to customize the text the recipient sees, y'all will need a HYPERLINK() function inside a formula field: HYPERLINK('/' & Id, 'Click here to view record')

If y'all are using an HTML template, you tin can also enter the text you want to display on the email template, click on the "Insert a Link" icon, and set the link Merge Field value on the popular-up window.

The cease result will be: Click here to view the record.

Attach E-mail Sent to Record

Emails sent by workflow don't announced on the Activeness History related list, like the emails sent manually do. A workaround is to employ the Email To Salesforce functionality.

Email to Salesforce lets you attach emails to Salesforce Objects past sending the email to an email address auto-generated by Salesforce.

If you add that generated accost on the "Additional Address" field of the e-mail alert, the email will be attached to the contact / lead that the electronic mail was sent to.

Additionally, if you want to attach the email to a record other than a contact or a lead, you must add this to the electronic mail torso or subject: ref: RECORD_ID. eastward.g. Yous want to adhere the email to a custom object with id a0v170000004CFu, you will need to add together ref: a0v170000004CFu on your e-mail body.