Get articles everyday as a email directly to your inbox:

Click to publicize, if you like this article :

This time we will see, how to create email templates in Salesforce.com

Create Email Template in Salesforce

To create email template, go to Personal Setup | Email | My Templates and click on New Template.

In type of Email template, we can select HTML, HTML with Letter Head , Visual force or without letter Head.

You can create four different types of email templates:

• Text – All users can create or change text email templates. See Creating Text Email Templates.
• HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. See Creating HTML Email Templates.
• Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template. See Creating Custom HTML Email Templates.
• Visualforce – Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient’s data, where the content of a template can contain information from multiple records, see Creating Visualforce Email Templates.

All of these email templates can include text, merge fields, and attached files. You can also include images on your HTML and Visualforce templates. You can use email templates when you send an email from the Activity History related list of a record. Text and HTML templates can also be used when you send mass email. A button to check the spelling of your template is available for text templates andVisualforce templates without HTML tags.

Note : You cannot send a mass email using a Visualforce email template.

For Letter Head type, we first have to create the letterhead. So, Start with letterhead Creation:

Salesforce Letter Head Email template

After creating the Letterhead, I have created below Email Template:

Email Template in Salesforce with letter head

As, you can see in above screen shot that Creating email template is very easy, you can use Object fields as a place holder.

In above email, Student name, Course , fees and Balance is Place holder which will be replaced on runtime.

To manage your personal email templates, click Setup | Email | My Templates. If you have permission to manage public email templates, click Setup | Communication Templates | Email Templates.

• Click on the name of any email template to go to the Viewing Email Templates page.
• To edit or delete a template, click Edit or Del next to the template name in the list.
• Click New Template to create any type of email template.