Are you looking to upgrade your email strategy in Salesforce? Lightning Email Templates offer a significant leap forward from Salesforce Classic. They provide advanced features such as support for attachments, the ability to use them in Apex classes, and compatibility with both manual and list emails.
While you can create these templates using standard HTML, the Email Template Builder allows you to design beautiful, branded emails with headers, columns, and buttons without writing a single line of code. This guide walks you through the steps to configure your environment and build your first template.
Preparation: Configuring Your Salesforce Environment
Step 1. Enable Lightning Email Templates
Before you can design anything, you must ensure the feature is turned on in your org.
- Navigate to Setup.
- In the Quick Find box, type Lightning Email Templates.
- Toggle the switch to Enable.
Step 2. Configure Permissions (The "Secret" Step)
If you create a template but do not see the "Edit in Builder" button, you likely lack a specific system of permission.
- Go to Setup and then Permission Sets.
- Create a new set named Email Template Builder.
- Click on System Permissions and select Edit.
- Check the box for Access Drag-and-Drop Content Builder and click Save.
- Assign this permission set to your user profile.
Step-by-Step Guide to Building Your Template
Step 3. Create the Template Record
Now you need to create the "shell" or the container for your template.
- Click the App Launcher and search for Email Templates.
- Click the New Email Template button.
- Enter a Template Name (e.g., "Welcome New User").
- Choose a Related Entity Type such as Contact or Lead.
- Critical Instruction: Leave the HTML Value field blank. If you add code here, you may lock yourself out of the drag-and-drop builder functionality.
Step 4. Design with the Email Template Builder
Once saved, click the Edit in Builder button in the top right corner to open the design canvas.
Layout and Style
- Canvas Settings: Use the Style tab on the right sidebar to control background colors and padding.
- Rows and Columns: To organize content like an image next to text, drag a Row or Column component onto the canvas.
Adding Visual Components
The builder works on a drag-and-drop basis using standard components from the left sidebar.
- Images: Use the Image component for headers, footers, or logos. You can upload files directly or select existing Salesforce files.
- Rich Text: This is your main writing area where you can adjust fonts and alignment.
- Buttons: Add a call-to-action such as "Book a Call." You can customize the label and link URL directly in the properties panel.
Personalizing with Merge Fields
To make your template dynamic and personal, follow these steps.
- Click inside a Rich Text component.
- Select the Insert Merge Field icon (represented by curly braces).
- Choose the recipient type and select the field you want, such as First Name.
- Salesforce will add a placeholder like {{{Recipient.FirstName}}}.
Step 5. Save and Test Your Template
Never send a template without testing it on a live record.
- Click Save in the top right of the Builder.
- Navigate to a Lead or Contact record.
- Go to the Email tab in the Activity panel and click Insert Template.
- Verify that the layout looks correct and that the merge fields have populated.
Frequently Asked Questions regarding Email Templates
1. How do I enable the Salesforce Email Template Builder?
- You enable it by navigating to Lightning Email Templates in Setup. You must also assign the Access Drag-and-Drop Content Builder system for permission to your user profile to see the "Edit in Builder" button.
2. Can I use merge fields in Lightning Email Templates?
- Yes, you can use merge fields for recipients and related records. Lightning templates use triple curly braces (e.g., {{{Recipient.FirstName}}}) instead of the older merge field syntax used in Classic.
3. What is the benefit of the Email Template Builder over HTML?
- The Builder provides a "no-code" environment where you can visually design responsive emails. This ensures your emails look professional on both desktop and mobile devices without requiring HTML or CSS expertise.
Conclusion for Elevating Your Communication
By unlocking the power of the Email Template Builder, you move beyond basic text emails to create visually stunning, branded communications. This tool saves time and ensures that every email sent by your team maintains a professional standard.
Ready to Transform Your Salesforce Communication?
At Minuscule Technologies, we act as your Strategic Engineering Partner to help you master the full Salesforce suite.
- Custom Template Design that ensures brand consistency across your organization.
- Automated Email Workflows that trigger the right template at the right time in the customer journey.
- Org Health and Training to ensure your team is utilizing the latest Lightning features.
Consult with Minuscule Technologies Today. Don’t just send emails - send experiences. Let us help you engineer a more professional way to communicate today.
