Home SALESFORCEEmail Template Types of Email Templates in Salesforce

Types of Email Templates in Salesforce

Types of Email Templates and when to use them.  Salesforce provides four types of email templates:-

  • Text – All users can create or modify the text email templates.
  • HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create or modify HTML email templates based on a letterhead.
  • Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create or modify custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template.
  • Visualforce – Administrators and developers can create or modify 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.

To access your email templates:

from Setup, click – Communication Templates | ‘Email Templates’.

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