How to Create Classic Email Templates Salesforce in 10 min

A Classic Email Templates Salesforce is a traditional design layout commonly used for emails. It usually follows a clear and uncomplicated structure, with specific sections designated for the header, body and footer.

These templates are versatile and can be used for various purposes such as newsletters, promotions, announcements, and transactions.

Introduction to Email Templates in Salesforce

• Email templates are pre-designed email layouts that can be used to streamline and standardize communications in Salesforce.
• They allow users to create reusable email content with a consistent look and feel, saving time and effort.
• Email templates can include text, images, formatting, and merge fields to personalize the content.

In this post, we will create an email template to be sent to the Opportunity’s Contact email address. Since we will not be composing individual emails for each contact, we’ll be setting up a classic email template for all contacts and merging the fields to include specific details in each email.
In this post, we will also learn how to use merge fields with templates, test these and verify data for Classic Email Templates.

To set up the Classic Email Template, please follow these steps:

Using Merge Fields in Classic Email Templates Salesforce:

Merged fields that take data from Salesforce records and automatically insert it into your emails can be included in the body of your email.

In this template, we are taking the data from the Opportunity and Contact objects. By using the merging we are taking the Name, Email and all other required information from the objects.

Step 1: Open Classic Email Templates Salesforce:

Open the Setup > Quick Search the ” Classic Email Template”.

And then Select your Email Template and Click the Edit Button.

Step 2: Available Merge Fields:

In the Available Merge Fields, select the field from the list from which you want to import the data from Salesforce.

Step 3: Select the Value:

Select the Value of the Selected field. By selecting the value you can import the specific data from the field.

Step 4: Copy Merge Fields Value

After the Selection of the Field and value then you will get the Merge Field Value. Then copy that value into the Email Body where you want to Import the data dynamically from the salesforce.

Step 5: Last, you will see this:

When this email is sent to anyone’s contact in the place of the field value you will get the data from the salesforce.

Testing of Classic Email Templates Salesforce:

Step 1: Open Classic Email Template

Step up > Quick Search – Classic Email Template > Open your Template.

Step 2: Select the Fields

Select the Recipient Records and Related To Records Such as Opportunity and Contact.

Click on okay to test. You will get the email in your inbox.

FAQ’s