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SG_CertifiedAdmin

SG_CertifiedAdmin

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Published by gourymj786

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Published by: gourymj786 on Feb 21, 2011
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11/16/2011

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available in: All editions
Mass email not available in: Personal and Group editions
HtML email not available in: Personal edition

User Permissions Needed

to create or change HtML email templates:

“edit HtML templates”

to create or change public email template folders:

“Manage Public templates”

You can create four diferent types of email templates:
1. Text – All users can create or change text email templates.
2. HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can
create HTML email templates based on a letterhead.
3. Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create
custom HTML email templates without using a letterhead. You must either know HTML or obtain
the HTML code to insert in your email template.
4. Visualforce – Administrators and developers can create 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.”
All these email templates can include text, merge felds, and attached fles. You can use email templates when
you send an email from the Activity History related list of a record and when you send mass email.

Salesforce.com Certified administrator – Study guide (Winter ‘11)

training & CertifiCation

12

To manage your personal email templates, click Setup | Email | My Templates. If you have permission to
manage public email templates, click Setup | Communication Templates | Email Templates.
Email templates used in the following features must be both public and active:
▪Web-to-Lead
▪Web-to-Case
▪Email-to-Case or On-Demand Email-to-Case
▪Assignment rules
▪Escalation rules
From any Email Templates page:
▪For text templates, click Edit to change the message content, subject, or merge felds.
▪For custom and HTML templates:
Click Edit HTML Version to change the content or merge felds of the HTML version.
Note: All custom and HTML email templates include a text-only version for recipients who are
unable to read HTML emails. If you leave the text-only version blank, the text-only version is
automatically generated when you edit the HTML version.
Click Edit Text Version to change the content or merge felds of the text-only version.
Note: Salesforce.com recommends that you leave the text-only version blank. When you leave the
text-only version blank, Salesforce CRM automatically creates the text-only content based on the
current HTML version. If you choose not to leave the text-only version blank and instead manually
create a text-only version, edits to the HTML version are not refected in the text-only version.

▪For Visualforce templates:
Click Edit Template to change the markup of the template page.
Click Preview to view a sample of the template markup populated with data from your records. You
can also send an email preview.
Te Visualforce Attachments related list indicates which attachments are being generated through Visualforce markup.
▪Click Attach File from the Attachments related list to add an attachment to the template. Te
attached fle is included in every email that uses the template.
To select a fle:
Click the Search in Documents link to search for fles in the Documents tab. If you select an
image logo or other graphic fle, make sure the document is marked as Externally Available on the
Documents tab so all email recipients can view the image.
Alternatively, choose an option from the File Location drop-down list to select a fle from your
computer or from a document folder.
▪If you have the “Manage Public Templates” permission, you can click [Change] next to the Author
feld to select a diferent author. Initially, the author is the person who created the email template.
▪Click Delete to remove the template.
▪Click Clone to clone a template. For more information, see “Cloning Email Templates.”
▪If “Developer Mode” is enabled, click Show Dependencies to see what components the template
references. For more information, see “Understanding Dependencies.”

Salesforce.com Certified administrator – Study guide (Winter ‘11)

training & CertifiCation

13

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