Salesforce HTMLtemplates Cheatsheet
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TIPS FOR USING HTML EMAIL TEMPLATES
Summary
Use HTML email templates
to create professional
highimpact emails Create
a single letterhead with your
companys logo and
branding and use it across
all your HTML email
templates Use the dynamic
HTML email tracking feature
to track when recipients
open emails
Email templates help you save time standardize your emails and communicate professionally with your
customers
Basic Concepts
Create HTML email templates in two ways
Use the Salesforce wizard and easytouse formatting controls to create professional HTML email
templateswithout knowing HTML
Create a custom HTML template by cutting and pasting your own HTMLfor advanced HTML
users
To make sure your message is always communicated Salesforce sends a multipart MIME email
including both an HTML and textonly version of your email for email clients that cannot read HTML
emails
Create a Letterhead to Showcase Your Companys Brand
Using a Letterhead
Your letterhead includes your
corporate color logo and
graphics The content comes
from the HTML email
template
Enforce your companys brand across all outbound communications by separating the letterhead
from the templates that use it
Use a letterhead to make it easier to maintain your library of HTML email templates If your companys
logo changes just change the logo in one place and HTML email templates using the letterhead will
be updated automatically
Track How Often People View Your HTML Emails
Begin tracking HTML emails by adding the HTML Email Status related list to your lead and contact
page layouts This list includes the date the email was initially opened most recently opened and the
total number of times it was opened
Use the HTML Email Status Report available to see a list of HTML email statistics
Last updated March
Tips for Using HTML Email Templates
Creating HTML Email Templates Without Knowing HTML
Creating HTML Email Templates Without Knowing HTML
Tips for HTML Email
Templates
This section provides all the information you need to create HTML email templates using Salesforces
wizards and formatting controls If you have not already created a letterhead do so now because it is
required when creating an HTML email template
Click the padlock icon to
lock a section This
prevents users from
altering the content of
this section before
sending the email
To create an HTML email template
When you leave the
textonly version blank
Salesforce automatically
creates textonly content
for you based on the
current HTML code If you
manually create a
textonly version edits to
the HTML version are not
reflected in the textonly
version
Complete the email template fields and then click Next
Once you make an HTML
email template available
for use users can select
that template from a
folder edit and
personalize any section
that is not locked and
send the email
From Setup enter Email Templates in the Quick Find box then select Email Templates
Click New Template
Choose HTML using Letterhead and click Next
FolderChoose a folder in which to store the template
ActiveSelect this option only when the template is ready for use
Email Template NameThe name is for internal use only
Related to ObjectOptionally select the Salesforce object to which this template relates
LetterheadThis determines the emails logo colors and text settings
Email LayoutThis determine the columns and page layout of the message Click View
Email Layout Options to see samples
EncodingThis determines the character set for the template Change this only when creating
a template for use with different languages
DescriptionThe description is used as the title of any email activities you log when sending
mass email
Enter the content for the HTML email and then click Next
Click any section and begin entering text for your message
Use the formatting toolbar to insert graphics and format the content
Optionally enter merge fields in the template subject and body
Optionally enter the textonly version of your email for recipients who cannot read HTML and then
click Save
Tips for Using HTML Email Templates
Creating Custom HTML Templates for Advanced HTML Users
Creating Custom HTML Templates for Advanced HTML
Users
Tips for Custom HTML
Templates
Once you make a
custom HTML email
template available for
use users can select that
template from a folder
and send the email
When you leave the
textonly version blank
Salesforce automatically
creates textonly content
for you based on the
current HTML code If you
manually create a
textonly version edits to
the HTML version are not
reflected in the textonly
version
Users cannot modify the
content of a custom
HTML template when
they select it for use in an
email
Custom HTML email templates are intended for advanced users that know HTML or companies that want
to cut and paste existing HTML templates into Salesforce to get started right away
To create a custom HTML email template
From Setup enter Email Templates in the Quick Find box then select Email Templates
Click New Template
Choose Custom without using Letterhead and click Next
Complete the email template fields and then click Next The fields are the same as for an HTML email
template with a letterhead see above but custom HTML email templates do not have a
Letterhead or Email Layout
Enter the HTML source text with HTML tags and click Next
Enter the Subject to appear in the email you send
Enter the HTML source text to appear in the message you send This should include all the HTML
tags
Optionally enter merge fields in the template subject and body These fields will be replaced with
information from your lead contact account opportunity case or solution when you send an
email For details about using merge fields see About Merge Fields in the Salesforce online help
Optionally enter the textonly version of your email for recipients who cannot read HTML and then
click Save
Creating Your Letterhead
Letterhead Attributes
Create a letterhead to define your corporate logo colors and overall look and feel Letterheads make
maintaining your HTML email templates easier
Background color
To create your letterhead
Header Properties
including logo
From Setup enter Letterheads in the Quick Find box then select Letterheads
Top line
Click New Letterhead
Body colors
Set the letterhead properties and click Save
Middle line
Set the letterhead attributes to customize the letterhead to match your corporate look and feel
Footer Properties
including logo
Optionally click Preview to display the letterhead in a separate window
Bottom line
Click Save when you are done
Tips for Using HTML Email Templates
Best Practices for Using Letterheads
Best Practices for Using Letterheads
Keep the number of letterheads to a minimum Most companies only require a single letterhead You
only need to create a second or third letterhead if your company has multiple divisions with different
corporate brands or if you have a company logo in different languages
Use a single letterhead as the foundation for all your HTML email templates
If your logo company colors or corporate identity change make a change to your letterhead and
that change will be applied to all HTML email templates using the letterhead
Your letterhead can define the header and footer of all HTML emails The HTML email template
determines the main body of your email
