Salesforce - Email Template – HTML

Setup > Communication Templates > Email Templates

Email Template > HTML > Next

Email Template Information

Folder: To store templates

                Standard Options Available:

                                                    Unfiled Public Email Templates

                                                    My Personal Email Templates

Available for Use: Enable the check box to use the text email template.

Email Template Name: Demo HTML Template

Template Unique Name: Demo_HTML_Template

Letterhead: Deme Letterhead (Select desired letter head)

Email Layout: Free Form Letter is selected

Options Available:        

Free Form Letter

Formal Letter       

Promotion (Right)

Promotion (Left) 

Newsletter           

Products

Encoding: Determine the character set for the template

Description: Optional

Next

Subject: Enter the subject of the message.

Click here to enter content (Body): Enter the email content.

Using Mail Merge Fields.

Select Field Type: Contact Fields (Select the desired object field)

Select Field: First Name (All fields are displayed with respect Field Type selected)

Copy Merge Field Value: {!Contact.FirstName} (Merge field is displayed when you select the field). Copy the Merge Field Value “{!Contact.FirstName} “ or any other value and paste in the Email Body or Subject as desired.

Use the Formatting Controls to customize the font.

Next

Enter the text-only version of your email template here. If the recipient is not able to open the HTML template then at least we can open the Test template

Select Field Type: Contact Fields (Select the desired object field)

Select Field: First Name (All fields are displayed with respect Field Type selected)

Copy Merge Field Value: {!Contact.FirstName} (Merge field is displayed when you select the field). Copy the Merge Field Value “{!Contact.FirstName} “ or any other value and paste in the Email Body or Subject as desired.

Save

HTML Template created.