Salesforce: Creating a One-Off Email Template

Summary

This article details how to create and edit your own email templates in Salesforce Lightning.

Note: There are two ways to manage templates.  You can create a Lightning Template while you are creating a one-off email.  Or you can create and edit templates through the Salesforce Lightning Email Template Builder tool.

 

How-To

Task: To create a Lightning Template while you are creating a one-off email. 

Note: This process creates a Lightning Template.

Instructions 

Step 1 - Begin creating a one-off email. Make sure the email already has a subject and body.

Step 2 - Click the Template button and click "Save as new template..."

Template button with "Save as new template" option in a red box.

 

Step 3 - Name the template and choose what folder the template will be saved to.

 

Outcome

You have successfully created and saved a lightning template for your personal use.

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Task: To create a template through the Salesforce Lightning Email Template Builder tool.

Instructions 

Step 1 - In Salesforce Lightning, open the app launcher (9 dots in the upper corner)

Step 2 - Type "Templates" into the search bar

Step 3- Click on "Email Templates" 

Search bar with "templates" typed in and "email templates" option emphasized.

 

Step 4- Click New Email Template in the upper right hand corner

Step 5 - For "Related Entity Type" choose the relevant object to relate it to.

"New email template" dialog window with "related entity" dropdown menu in a red box. Uploaded Image (Thumbnail).Click to see full-size image.

 

Outcome

You have successfully created a lightning template for your personal use.

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Task: To edit templates through the Salesforce Lightning Email Template Builder tool.

Instructions

Step 1 - In Salesforce Lightning, open the app launcher (9 dots in the upper corner)

Step 2 - Type "Templates" into the search bar

Step 3- Click on "Email Templates" 

Email templates search

 

Step 4 - Use the features available on the page to find the template you want to edit. Once you find your template, click on it’s name.

Step 5 - Click "Edit" or "Edit in Builder"  in the top right corner.

Step 6 - Make any needed changes and click "Save".

Uploaded Image (Thumbnail)Click to see full-size image.

 

Outcome

You are able to edit and save your lightning templates.

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Need additional help?

If you have any additional questions, please fill out the Constituent Relationship Management Services Support Form.

 

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