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Salesforce HTMLtemplates Cheatsheet

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 February

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

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