Creating Email Templates in Salesforce

Salesforce Lightning provides you with the opportunity to create email templates. This Wiki will go over how to use email templates to create a signature that you can attach to any email you send from Salesforce.

Click on the App Finder icon in the top left corner of the screen:

In the Search apps or items... text box, type in email templates and open the link that pops up.

Click the New Email Template button at the top right corner of the screen. The following window will pop up:

First, type in the Email Template Name. Make sure to name it something that will clearly identify to you what is in the email template (e.g. Default Signature).

Most of the other fields in this window are optional except for the HTML Value text box. This is where you will add your email template--in this case, your signature.

For any regular text, you can simply copy and paste from your Outlook signature.

To add a link (e.g. the link for students to set an appointment), type in the text that you want to hyperlink (e.g. Set an appointment). Highlight the text and click on the chain link button:

(Alternatively, you can highlight the text you want to hyperlink and use the keyboard shortcut Ctrl K)

A box will pop up prompting you to enter in a Link URL. Copy the full link URL that you want to add to your signature and add it to the textbox. Click save.

To add an image (e.g. the Eccles School logo), make sure the image you want to use is saved to your hard drive. Then click on the image button in the HTML Value text box and click Browse or Upload.

A window titled Select Image will pop up. Click the Upload Image button to open your hard drive. Find the image you want to add and click Open.

Once you are finished creating your new email template, click Save.

This will open up a details view of your new template. In the top right corner, you will see buttons that allow you to Clone, Edit, or Delete the template.

(Note: The Clone function is useful if you want to include the content from the original template in addition to new content. For example, if you want to create a standardized email for a student or employer contact that includes your default signature, you can simply clone your Default Signature template and add the new content above your signature.)

Now, when you write an email from Salesforce, you can add your new template to your email! In order to add the template, click the Insert, create, or update template button at the bottom of the Salesforce email.

Click Insert a template. Make sure My Templates is selected from the Templates dropdown menu, and select the name of the template you want to use. This will add the template to your email.

NOTE: If you are planning to add additional text to your email other than your email template, you will want to add the email template BEFORE composing your email. Adding the template will override any email you have previously written, meaning that any text you wrote before adding the template will be deleted.