Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

Arrow left icon
Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
Arrow right icon
Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

An e-mail template


An e-mail template represents a template for an e-mail. E-mail templates are used with automated and non-automated e-mails sent from the Salesforce organization. Let's start with an example where the VP of marketing wants to get all the details of each participant who has registered for the event. To send all the details together, we have to create an e-mail template. An organization can use an e-mail template with the following mentioned features:

  • Web-to-Lead

  • Web-to-Case

  • Email-to-Case

  • An assignment rule

  • An autoresponse rule

  • The escalation rule

Types of e-mail templates

You can create four different types of e-mail templates in Salesforce. They are as follows:

  • Text: All the users can customize text e-mail templates.

  • HTML with a letterhead: Administrators and users with the Edit HTML Templates permission can create or customize these types of e-mail templates based on a letterhead.

  • Custom HTML: Administrators and users with the Edit HTML Templates permission can create or customize...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image