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How to Use Lightning Email Templates?

To overcome plain text emails, Salesforce comes with Lightning Email Templates. Email templates are used for message consistency and can also increase productivity. Using the Lightning email builder, we can merge fields from records, use HTML (to design email), embed images, and send quick emails using Lightning email templates.

Business Use Case

Sara is the system administrator at Appiuss software. She asked to create Lightning Email Templates with Account details.

Prerequisite

Before you proceed to create a Lightning Email template, make sure you have enabled Lightning Email templates and a permission set assigned to the user to create Lightning Email templates.

  1. Go to Setup| Lightning Email Templates |Enable Folders and Enhanced Sharing.
  1. Go to Setup| Permission Sets |Create New 
  1. Click on System Permissions |  Select Access drag-and-drop content builder
  1. Click Save.

You are good to go to solve the above business use case!!!

Perform the following steps to solve the above business requirement

  1. Go to App Launcher | Search Email Templates and click on it. You will receive a window like below.
  1. Click on the New Email Template button. Fill all mandatory fields and select the appropriate folder.
    1. Email Template Name: Sample Lightning Email Template
    2. Related Entity Type: Account
    3. Folder: Public Email Templates
    4. Subject: Sample Email – A/c details [Subject has a limit of 1,000 characters in Lightning Experience]
  1. Click on Save.
  2. Click on the Edit in Builder button to design your email template.
  1. Design your email template using Components and Layout.  You find the component and layout on the left-hand side and the right-hand side, properties of the elements, and layout used in the email templates.
    1. HTML: Use it to design your email template with HTML code
    2. Rich Text: Give you the option to include bullets, bold or italicize text, embed links, and images. 
    3. Merge Fields: you can embed fields from objects by using Merge Fields{} 
    4. Image: Drag and drop the Image component to the template builder and Click on the Select From Files button to add an image to the email template.
    5. Layout: This can help you to use rows/columns in your email template.

Verify

  1. To verify and preview the email template you recently created. Open an account record.
  2. Go to Activity | Email |  Click on Insert a template Icon
  3. Select recently created Lightning email Template. 
  1. Click on the Preview icon to see how your email will look with real data.

You are done!

I want to hear from you! What did you learn from this post? Share your tips in the comments!  

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