Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

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: Administrators and users with the Edit HTML Templates permission can create or customize these types of e-mail templates based on a letterhead.

  • Custom HTML: Administrators and users with the Edit HTML Templates permission can create or customize...