Lightning Email Templates
Lightning experience includes a new type of email template that you can create.
Lightning email templates. Just send the email attachment as a link. And its easy to keep these templates up to date. Salesforces crm allows you to keep track of contacts. Include images in your lightning email templates.
How to create an email template in salesforce. Email templates created in salesforce classic text html with letterhead and visualforce cant be used in lightning experience and vice versa. Folders and enhanced folder sharing on lightning email templates is targeted for the spring 19 release. If you are using lightning there are 2 email buttons on the page layout one allows you to send classic email templates and the other one does not.
All templates created in lightning experience are public. Be sure to add the right email button to your page and when you push the button to insert an email template classic email templates now appears in the drop down menu. The san francisco based software company salesforce provides customer relationship management crm for businesses by subscription. Now lets walk through the steps how to.
However admins can add or remove salesforce classic email templates from lightning experience setup. However if you need letterhead custom html or visualforce.