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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3x Salesforce MVP | Platform Champion | 18x Salesforce Certified | MuleSoft Certified | 8x Trailhead Ranger | TechForce Services | Sydney | Australia

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