Administrator Progress ( Quizzes)

Lesson: 02 | Lightning Email Template

Intro

Use email templates to save time and standardize email sent by you or others in your organization. Use merge fields or enhanced letterhead if you need them.

How

Click New Email Template.
Enter the template’s name.
Add a subject. To include merge fields, type them in manually.
If you want, select an item from the Related Entity Type dropdown list.
Based on the selection, the email template can be chosen only when the email you’re composing has a corresponding Related To record.
If you want, select a letterhead from the Enhanced Letterhead dropdown list.
Click Save.
Click Edit.
In the HTML Value field, compose the email to use as your template.
Add any images you want in the template. Use the Insert Images icon or copy and paste the image.
Click the Merge icon and use the merge picker to insert merge fields.
Click the Source icon to add HTML code.
Add any attachments you want in the template.
After a template is saved, any content document links (Salesforce file links) are converted to content asset links.
Click Save.

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

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Lesson: 02 | Lightning Email Template

Intro

Administrator Course