How to create a Lightning Email Template by using Email Template Builder in Salesforce

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  • เผยแพร่เมื่อ 29 ส.ค. 2024
  • In this video, I'm sharing how to create a Lightning Email Template using Template Builder in Salesforce.
    What is Lightning Email Template in Salesforce?
    Lightning email templates are used to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities. You can use email templates when emailing groups of people-with list email or mass email-or just one person.
    What is Email Template Builder?
    An email template builder is a visual tool for creating rich, engaging lightning email templates.
    How to use Lightning Email Template Builder in Salesforce Flow Builder to Send Email?
    Check this out - • How to use formula in ...
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ความคิดเห็น • 43

  • @majidhosseini1162
    @majidhosseini1162 ปีที่แล้ว

    Excellent content and explanations :-) Thank you

  • @hasnainarif5729
    @hasnainarif5729 ปีที่แล้ว

    Thanks for this video but plz use mouse as a highlighter so those want are doing mistakes can rectify them

  • @aveenaghosh1734
    @aveenaghosh1734 ปีที่แล้ว

    Hi, Thank you for the video. When I try to change the image width, the container doesn't scale as per the width of the image I set. I can see that when you changed the image width, the container also scaled along with the image size. Am I missing something? Also, what is the dimensions of the image needed to fit in the email image container?

  • @deepikasharma1658
    @deepikasharma1658 2 ปีที่แล้ว

    Great information

  • @intkhabsamani
    @intkhabsamani ปีที่แล้ว +1

    I have Granted the Permission Access drag-and-drop content builder but still button is not visible to me

    • @ReemHassan-py8ir
      @ReemHassan-py8ir ปีที่แล้ว

      Same for me :/

    • @kayiks
      @kayiks 9 หลายเดือนก่อน

      It happened to me, but then I modified the body and suddenly it appeared.

  • @matheusmoxi7606
    @matheusmoxi7606 ปีที่แล้ว

    Hi, thank you very much for the video. Do you know if it is possible to round the corner of the edges?

  • @mohammedkousarahmed.2022
    @mohammedkousarahmed.2022 6 หลายเดือนก่อน

    Is it possible for custom object, because I can’t find custom object in the list???

  • @MommyKat2004
    @MommyKat2004 ปีที่แล้ว

    Thank you thank you

  • @poojathakur4424
    @poojathakur4424 ปีที่แล้ว

    wow it's nice.

  • @rahuljha3657
    @rahuljha3657 2 ปีที่แล้ว

    Awesome!!

  • @carolenecarolene815
    @carolenecarolene815 ปีที่แล้ว

    Is ir possible to include current date in the Email template?

  • @Karma_Quest
    @Karma_Quest 2 ปีที่แล้ว

    Awesome

  • @divyameda5532
    @divyameda5532 ปีที่แล้ว +1

    Can we show images dynamically based on account name or data point

    • @tonycadiz891
      @tonycadiz891 ปีที่แล้ว +1

      I have the same question. Did you find a way? Thanks

  • @suvarnashewale1464
    @suvarnashewale1464 ปีที่แล้ว

    Hi, Is there a way we can change "from address" for an email template?

  • @jaimepinzon616
    @jaimepinzon616 ปีที่แล้ว

    Is possible to send in pardot an email template created in the Template builder ?

  • @VivakKumarMourya
    @VivakKumarMourya 7 หลายเดือนก่อน

    Grt8

  • @hasnainarif5729
    @hasnainarif5729 ปีที่แล้ว

    Sorry sir it isn't a detailed video im trying to configure how to insert a pic in it ?
    7:50

  • @massimotarquini1168
    @massimotarquini1168 2 ปีที่แล้ว

    Have you found a way to send lightning email templates via flow ?
    When I have an email alert in flow and I pick an email alert that contains the lightning email template instead of classic, the flow errors out

    • @salesforcegeek
      @salesforcegeek  2 ปีที่แล้ว

      Hey massimo not for the Contact

    • @djoGhost2012
      @djoGhost2012 2 ปีที่แล้ว

      did you solve it i have the same problem

    • @salesforcegeek
      @salesforcegeek  2 ปีที่แล้ว

      Hey it’s from Salesforce Side If I get any update will update with a new video

  • @eshugoyal4821
    @eshugoyal4821 9 หลายเดือนก่อน

    how we use lwc cmp here?

  • @Factovines.
    @Factovines. 2 ปีที่แล้ว

    😍

  • @manjirikshirsagar7165
    @manjirikshirsagar7165 2 ปีที่แล้ว

    hello Shubham, i have one question related flow so can I contact you through mail. Can I send that one.

  • @LoveFunLearnNShine
    @LoveFunLearnNShine 2 ปีที่แล้ว

    Can't merge fields from Lead, Need Help!

    • @jithinc74
      @jithinc74 ปีที่แล้ว

      select related enity while creating template

  • @chiiragchinara6938
    @chiiragchinara6938 2 ปีที่แล้ว

    Can you please share the link of creating lightning email template using html?

    • @chiiragchinara6938
      @chiiragchinara6938 2 ปีที่แล้ว

      And can we add the related objects data in a table format?
      I did the same in classic email template of type ‘visualforce’.
      I need the same in lightning email template.
      Could you please help me out here

    • @salesforcegeek
      @salesforcegeek  2 ปีที่แล้ว +1

      How to Send Email Alerts using Salesforce Flow
      th-cam.com/video/9dqIzFro29Y/w-d-xo.html

    • @chiiragchinara6938
      @chiiragchinara6938 2 ปีที่แล้ว

      Thanks a lot for the link🙂

  • @roopadivya45
    @roopadivya45 2 ปีที่แล้ว

    Hi
    Is there a way we can change "from address" for an email template?