Create Salesforce Lightning Email Templates: A Step-by-Step Guide

How to Create Email Template in Salesforce Lightning

Creating an email template in Salesforce Lightning involves a few critical steps to ensure that your templates are both functional and engaging. Salesforce Lightning offers a more intuitive and user-friendly interface for creating email templates compared to its Classic counterpart. This guide will walk you through the process, from enabling necessary features to designing your template with custom merge fields.

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Salesforce Lightning Email Template Builder

The Salesforce Lightning Email Template Builder is a tool designed for creating dynamic and visually appealing email templates within the Salesforce platform. Before you can start crafting your templates, there are preliminary steps you must take to enable this feature, as it is not activated by default.

1. First, navigate to Setup and search for Lightning Email Templates.
2. Enable Folders and Enhanced Sharing to allow users to share and access email templates easily.
3. Create a new Permission Set named, for instance, "Lightning Email" permission set.
4. Within System Permissions, check the Access drag-and-drop content builder option.
5. Save your changes and apply this permission set to users as needed.
6. Wait approximately 15 minutes for the system to update, or log out and log back in to expedite the process.

After enabling the necessary features, you can begin creating your email templates.

Create Email Template in Salesforce Lightning

To create a new email template:

1. Click on the App Launcher (the nine dots in the top left-hand corner) and search for Templates in the app menu.
2. Select New Template and fill in the template's metadata, such as the subject line, related object (for merging field data), and save location.
3. On the next screen, click the Edit in Builder button to start designing your template.
4. Adjust the background color or add images by dragging components from the sidebar into your template.
5. Customize your template using the drag-and-drop components on the left-hand side and adjust their properties on the right.
6. Once satisfied, press Save to finalize your template.

This builder allows for the integration of dynamic content through merge fields, making your emails more personalized and engaging.

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Salesforce Lightning Email Template Merge Fields

Merge fields are a powerful feature in Salesforce Lightning that allow you to personalize email templates with data from Salesforce records. To use merge fields in your email templates:

• Drag the rich text component into your template.
• Use the merge field picker to select the field you want to merge into your template.
• Adjust the properties of the component, such as font size and color, to fit your design needs.

It's important to note that while most activity-enabled objects support merge fields, cross-object merge fields are not supported. However, Salesforce has been making continuous improvements, including adding merge fields for Contact and Lead objects.

Limitations and Considerations

While the Salesforce Lightning Email Template Builder offers a range of features, there are some limitations to be aware of:

• Classic email templates cannot be edited in the Lightning Content Builder; you must create new Lightning email templates.
• Some functionalities available in Classic templates, such as sending test emails and verifying merge fields, are not available in Lightning.
• Cross-object merge fields are not supported, although this is a known area for potential future enhancements.

Understanding these limitations will help you better plan and create effective email templates within Salesforce Lightning.

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Creating email templates in Salesforce Lightning can be significantly streamlined through automation. While the manual process outlined above ensures you can craft engaging and customized email templates, automation with Bardeen can enhance efficiency, especially for repetitive tasks involving Salesforce data.

Here are some examples of how Bardeen can automate tasks related to Salesforce:

1. Send an email to a Salesforce contact: This playbook automates the process of sending emails to your Salesforce contacts, streamlining communication and follow-up efforts.
2. Create draft email for a Salesforce contact using OpenAI: Enhance your email outreach with AI-powered draft emails for Salesforce contacts, making personalized communication faster and more scalable.
3. Create a Salesforce lead from the currently opened email: Convert your email interactions into Salesforce leads automatically, ensuring no potential lead slips through the cracks.

By leveraging these automations, you can save time and focus on crafting messages that resonate, rather than getting bogged down by manual data entry or lead tracking. Start automating with Bardeen today by downloading the app.