1.1K
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’.