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Salesforce.com Customization Handbook by Sagar Pareek, Rakesh Gupta

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An e-mail template

An e-mail template represents a template for an e-mail. E-mail templates are used with automated and non-automated e-mails sent from the Salesforce organization. Let's start with an example where the VP of marketing wants to get all the details of each participant who has registered for the event. To send all the details together, we have to create an e-mail template. An organization can use an e-mail template with the following mentioned features:

  • Web-to-Lead
  • Web-to-Case
  • Email-to-Case
  • An assignment rule
  • An autoresponse rule
  • The escalation rule

Types of e-mail templates

You can create four different types of e-mail templates in Salesforce. They are as follows:

  • Text: All the users can customize text e-mail templates.
  • HTML with a letterhead ...

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