Salesforce - Email Templates: Custom Email Template (Without using Letterhead)

Setup > Communication Templates > Email Templates

Email Template > Custom (without using Letterhead) > 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 Custom Email Template

Template Unique Name: Demo_Custom_Email_Template

Encoding: Determine the character set for the template

Description: Optional

Next

Subject: Enter the subject of the message.

HTML 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

Custom Email Template created.