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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

E-mail templates

E-mail templates determine the look and feel and also the content or the body of the e-mail that goes out of Salesforce. One of the greatest abilities of the e-mail templates is to dynamically associate the data of a record with the e-mail that's flowing out of the Salesforce system.

E-mail templates are stored under public folders called unified folders, or your personal folder or a custom-created folder. For the time being, let's not worry too much about the folders and assume we are creating a new e-mail template from the unified public folder. You can create the e-mail template by navigating to Setup | Administration Setup | Communication Templates | Email Templates. There are basically four different types of options that we will see when we create an e-mail template.

The options are shown in the following screenshot:

E-mail templates

We will be concentrating on how to make a quick HTML-based e-mail template. Please note that HTML templates are usually delivered by a design...

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