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Activity › Forums › Salesforce® Discussions › How do I add a template to Salesforce?

  • Anuj

    Member
    August 17, 2020 at 2:54 PM

    Create Templates
    Click Create.
    Hover over Template.
    Select a template type. When creating from an existing template, select the template to start creating from and click Select.
    Save the template.
    Complete required fields.
    Add content to the email.
    Save the email.

  • [adinserter block='9']

  • Manish

    Member
    August 17, 2020 at 4:05 PM
    1. Do one of the following:
      • If you have permission to edit public templates, from Setup, enter <kbd>Email Templates</kbd> in the <samp>Quick Find</samp> box, then select Classic Email Templates.
      • If you don’t have permission to edit public templates, go to your personal settings. Enter <kbd>Templates</kbd> in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
    2. Click New Template.
    3. Choose the <samp>Text</samp> template type, and click Next.

      4. <li id="chooseafolder">Choose a folder in which to store the template.<li id="makeitactive">To make the template available for use, select the <samp>Available For Use</samp> checkbox.<li id="setthename">Enter a name in <samp>Email Template Name</samp>.

    4. If necessary, change the <samp>Template Unique Name</samp>.
    5. for more :https://help.salesforce.com/articleView?id=creating_text_email_templates.htm&type=5

  • Pooja

    Member
    August 17, 2020 at 6:20 PM

    Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.

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