Working with Email Templates

Working with Email Templates

Email templates are a powerful tool which allow you to build message templates that can be used over and over again. With the new Lightning interface coming in to play there are 2 different ways to manage email templates. In this article we will be focused on Classic templates.

To access Classic Templates go to Setup > Communication Templates > Email Templates

Click on New Template to create a new Email Template and you will be presented with a small list of the types of Email Templates you can build.

  • A Text template is a basic template with no special formatting
  • HTML (Using letterhead) is a template that allows you to utilize a central letterhead
  • Custom (Without using letterhead) is an html template where ytou put in all the html tags to build up the email template how you want.
  • Visualforce is a custom Salesforce template using Salesforce code.
For this example we will use HTML

The next screen gives you the Properties for your template./ Name, which letterhead you want to use (which can not be changed once you pass this screen), a description, and what folder you want to store this template in.


Next is building up the template itself. This is known as the HTML editor and allows you to use a nice formatting bar to create your template and format it how you would like.


The last screen allows you to create a text version of your email template which may be used in email replies if the email thread is in text instead of HTML. Simply click the "Copy text from HTML version" to copy all the text over.

Once complete you have your template ready for use.

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