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When you send an email from Salesforce, such as when you use the Send Email button or triggered from a workflow, you can select an email template. Email Templates in Salesforce come in four different types:

  • Plain Text
  • HTML using Letterhead
  • HTML Custom
  • Visualforce

Plain Text Email Template

This is the simplest email template to create. You can create it very quickly by entering the email text and including the merge fields that you would like to use. Although this kind of template is easy to create, it does not allow images to be included and tracking of if the email was opened, which is available with the other types. Often a text email template is used as a notification to internal users, as branding and tracking is not so important.

Salesforce Text Email Template

In the example above, an email template has been created to notify of a case assignment. Merge fields for the case number and case subject have been used in the subject, and a number of merge fields selected to be included in the email body. When the email is sent, data from the related record is used to populate the merge fields.

HTML using Letterhead

The next step up from a plain text is to create an HTML using Letterhead template. The email sent is formatted using HTML but you don’t need to know HTML to create one. You define a letterhead, and then format text and merge fields into the email body.

Salesforce HTML Letterhead template

The example above shows a HTML letterhead template with its various sections. At the top is the header where you can insert a company logo and set the background color. Then there is the email body, where you can again set the background color and insert text and merge fields. Finally there is the footer where you can insert a different logo and set the color. The letterhead is predefined and can be reused as the basis for your template, and then the text and merge fields added. Formatting controls are available to customize the look of the text. The advantage of using this kind of template is that you get a professional looking email branded with your logos, background colors and formatted text without needing to know any HTML or CSS.

HTML Custom

Use custom HTML templates when you have HTML skills and want to have total control over the look of the email. You can enter html, including images (remember the images will be hosted by Salesforce and so you must load them into the documents folder and then carefully construct the image URL).

Salesforce Custom HTML email template

Visualforce Email Templates

Visualforce email templates are used when you need total control of not only the presentation of the email but the data as well. With Visualforce email templates you can:

  • Define CSS styles that will apply to the HTML tags within the email
  • Use Visualforce to include a set of records in the email (e.g. all cases related to an account)
  • Use a custom controller to retrieve specific data for use in the email
  • Use Visualforce tags to create attachments that include related data

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Salesforce Email Templates

When you send an email from Salesforce, such as when you use the Send Email button or triggered from a workflow, you can select an email template. Email Templates in Salesforce come in four different types: Plain Text HTML using Letterhead HTML Custom Visualforce Plain Text Email Template This is the simplest email template to create. You can create it very quickly by entering the email text and including the… Read More

Salesforce Email Templates

Salesforce Lead Conversion

I was looking for a process flow diagram, that describes what happens when a lead is converted in Salesforce. I couldn’t find one, so I made my own. Once a lead is qualified, the next step is to convert the lead. In Salesforce, when you convert a lead, there are a number of options that are part of the process flow. The first step is to press the convert button…. Read More

Salesforce Lead Conversion

How to Display a Traffic Light Indicator in Salesforce

Visual indicators are a great addition to a Salesforce page to highlight important information or values. Instead of just displaying a value, showing an image will make a much larger impact. Depending on the situation, it may be more suitable to just display a single indicator such as a caution or stop image, or if a variable can have a range of values, display a variable image according to which… Read More

How to Display a Traffic Light Indicator in Salesforce

Salesforce Platform Overview

There are a number of features and functionality that are part of the Salesforce platform and are available to all Salesforce solutions. They offer the technology or functionality that can be used either standalone (e.g. content management) or used to build upon (e.g. force.com code). As they are common across the different Salesforce applications (e.g. Sales Cloud, Service Cloud and custom applications) they are part of the Salesforce platform. The… Read More

Salesforce Platform Overview

Salesforce Activities Tab and List View

  You may wonder where the Activities tab is in Salesforce, so you can see a list view of activities. You can see the task list and calendar on the home page but what if you would like to see all of your tasks and events in a list. Well there is a way to get to a list view, but it is easy to overlook. In the calendar section… Read More

Salesforce Activities Tab and List View

Salesforce and Email – What are the options?

When it comes to Salesforce and email, it can get confusing to understand what the options are. Read on to discover 10 ways you can work with email and Salesforce together. Sending Email from Salesforce Some people may wonder whether integration to an email client such as Outlook is even necessary. If Salesforce could send and automatically process incoming emails, then couldn’t users just live in Salesforce and use it… Read More

Salesforce and Email – What are the options?

Salesforce URL Hacking

You may find yourself with the requirement to create a record from a related list and populate a number of fields. By default, Salesforce will populate the field on the related record that links the two objects, but no other fields. For example, if you create a record for a custom object related to an opportunity, the custom record will have the opportunity populated as it relates the two records,… Read More

Salesforce URL Hacking

Salesforce Joined Reports

It can be tricky to understand how Joined reports work in Salesforce. For those who have experience with database queries or other report writing tools, the name Joined report can raise expectations that it will be possible to report on data joined from different objects in the one report. A way to think of joined reports is of separate block reports where the data can be optionally grouped to ‘join’… Read More

Salesforce Joined Reports