Email Templates in Salesforce Classic and How To Send Them For a Particular Record

Email Templates are designed for consistent mails so as to increase productivity. Before we discuss further about Email Templates, let us know about the required editions under which Email Templates works.

Email Templates are available in Salesforce Classic but in all editions.
There are certain Editions in which mass email option is not available i.e. Personal, Contact Manager, and Group Editions.
In Personal Edition, HTML and VisualForce email templates are not available.

There are various interesting things you can do with Email Templates are as follows:

View & Edit Email Templates

Before we View or Edit Email Templates, there are certain user permissions taken care of:

Whenever we create or change HTML email templates, permission required for Edit HTML Templates.
Whenever we create or change Visualforce email templates.

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Permission required for Customize Application

Whenever we create or change public email template folders, permission needed for Manage Public Classic Email Templates

For text templates, click Edit to change the message content, subject, or merge fields.
For Custom and HTML templates, change the content or merge fields of the HTML version by clicking Edit HTML Version or change the content or merge fields of the text-only version by clicking Edit Text Version.

But it is recommended to leave the Text Only Version Blank If you leave it blank, Salesforce automatically creates the text-only content based on the current HTML version. If you enter content manually, subsequent edits to the HTML version aren't reflected in the text-only version. When left blank, the text-only content is automatically created when sending an email via the UI. If you use that same template to send emails via the API or APEX, you must provide the text-only content. Remember to update text-only content when you change the HTML content.

Now I’m going to show you an example of how to create an Email Template and send them for a particular record.

Step 1: Open your org.

Step 2: Search Email Template in Quick Find/Search.

Step 3: Click on New Template.

Step 4: Choose the type of template i.e. Text ( We will discuss other templates in our next blog).

Step 5: Folder and Encoding fields remain the same as filled.

Step 6: Check the Available For Use.

Step 7: Give the Email Template Name and Template Unique Name fills automatically.

Step 8: Fill the Subject of the Email.

Step 9:

a. In Email Body, Suppose You want to show Opportunity (for e.g. Name, Stage and Email.)

b. Use Select Field Type (given on top) as Opportunity Field because we want to show fields of Opportunity (you can choose any whom fields you want to show).

c. Then Select Field which you want to show, in our case we select first Opportunity Name and like this Copy Merge Field Value appears as {!Opportunity.Name}.

d. Copy this( {!Opportunity.Name} ) and paste it in your Email Body.

e. Likewise do this for other two fields.

f. Your Email Body look like this

Name : {!Opportunity.Name}

Status: {!Opportunity.StageName}

Email: {!Opportunity.OwnerEmail}

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g. Click Save.

h. Then Click on Send Test and Verify Merge Fields.

i. A Lookup opens, for recipient record select User and then your name.

j. For Related Record, Select Opportunity, and then it’s any record.

k. Click Ok, you will get an Email.