Salesforce Lightning Email Template Builder

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  • Опубліковано 27 січ 2025

КОМЕНТАРІ • 79

  • @sarmadkhan8254
    @sarmadkhan8254 2 роки тому

    Very helpful and the most straightforward video on UA-cam about HTML templates in SalesForce Lightening! Thank you for such an amazing contribution!

  • @trevormilbery1529
    @trevormilbery1529 Рік тому

    I love that you start with the permission set!!!!

  • @MarvinTobar-r7t
    @MarvinTobar-r7t 3 місяці тому

    You are the best!!! everytime I get lost you find a way to lighten the path haha

    • @salesforceatlas
      @salesforceatlas  3 місяці тому

      @@MarvinTobar-r7t Thanks, Marvin! 😊 Good luck!

  • @WendyTurner-Hargreaves
    @WendyTurner-Hargreaves 5 місяців тому

    Brilliant! The initial setup was just what I needed.

  • @jon53012547
    @jon53012547 Рік тому

    Amazing content even 2024!!

  • @trevormilbery1529
    @trevormilbery1529 Рік тому

    I love how thorough this is!

  • @corneliacannon
    @corneliacannon Рік тому

    Excellent information. Is it possible to create another video using flows instead of workflow to send the email? Thank you again for your time.

    • @salesforceatlas
      @salesforceatlas  Рік тому

      Hi, thanks a lot! There already should be a video with Flow :)

  • @lakshmikavyadamerla1659
    @lakshmikavyadamerla1659 2 роки тому +1

    Thank you for the video, you did a fantastic job.

  • @DianeCarroll-vf2od
    @DianeCarroll-vf2od Рік тому

    very helpful - just the help I needed

  • @seshuammo4049
    @seshuammo4049 Рік тому

    Can we give the color to padding top and bottom margins??

  • @higgor_piloto
    @higgor_piloto 2 роки тому

    Thanks for the tutorial, it was very helpful. Keep sharing your knowledge.

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      Hi Higgor, thank you for the kind words! I'm glad it worked for you :)

    • @higgor_piloto
      @higgor_piloto 2 роки тому

      @@salesforceatlas Hi, in my organization I can't see the option "Access drag-and-drop content builder". What should I do?

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      @@higgor_piloto Hi, oh no what Salesforce edition are you on? - Professional, Enterprise, Unlimited, Performance?

    • @higgor_piloto
      @higgor_piloto 2 роки тому

      @@salesforceatlas Essentials Edition. Is that why i don't have the option?

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      @@higgor_piloto Yes, unfortunately it's not available to all editions.. You can access the builder (and permissions) in Playground (Developer edition too), but that's all for now

  • @kasthalarahul
    @kasthalarahul Рік тому

    Hi,
    Thanks for the wonderful explanation. I did exactly as you said. Created and added the permission set and enabled the folders and enhanced sharing. However I don’t see the edit with builder button in my email template record. I see only the edit button. Can you please help.
    Thanks in advance.

    • @salesforceatlas
      @salesforceatlas  Рік тому

      Hi! You have to enable it in settings. See the beginning of the video :)

  • @BAMediaTech
    @BAMediaTech 3 роки тому

    Thank you for sharing your knowledge!

  • @spreadingdots1877
    @spreadingdots1877 2 роки тому

    Excellent

  • @jmw393
    @jmw393 5 місяців тому

    Hi. Is there a way that these salesforce lightning email templates can be used on the Account Engagement (Pardot) end of things?

  • @shznn
    @shznn 2 роки тому

    Thank you so much; you rock!

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      Hi Shader, thank you so much and good luck! :)

  • @pedroprada1
    @pedroprada1 2 роки тому

    great explanation video

  • @marlonmontero9078
    @marlonmontero9078 Рік тому

    Thanks for the video. I have a question, how do you justify text in the email? You only have the left, center and right bottoms.

    • @salesforceatlas
      @salesforceatlas  Рік тому

      Hi Marlon, it may take extra work but you can try styling your rich text and playing with margins.

  • @customerservice8569
    @customerservice8569 3 роки тому +1

    Do you know why there would only be an 'edit' option and not an 'edit in builder option'?

    • @salesforceatlas
      @salesforceatlas  3 роки тому

      Hi there, have you assigned the permission to use the builder? You won't see the button without the permission. Have a look its in the beginning of the video.

  • @thorsteinrinker6251
    @thorsteinrinker6251 2 роки тому

    Great tutorial, Thanks! 👍

  • @rajatsingh6085
    @rajatsingh6085 3 роки тому

    Nyc

  • @nabilme8577
    @nabilme8577 3 роки тому

    Hi thank you for the effort you are making
    is really helpful

    • @salesforceatlas
      @salesforceatlas  3 роки тому

      Hi Nabil, I'm glad you find it useful. Thank you! 😊

  • @pavankumarv6849
    @pavankumarv6849 11 місяців тому

    Hello,
    I have a requirement that i need to include child object field values in the builder.
    Is there a work around for it ? to include the child object data in template? i will be sending a email from custom object

  • @marciaalvarez2354
    @marciaalvarez2354 Рік тому

    Thanks very much!!!!
    Template email works fine, however I tried to add a link on the email and it came with the full link (rather than the hyperlink name I had specified). Is there something I have to do to solve this?

    • @salesforceatlas
      @salesforceatlas  Рік тому

      Hi, thanks! You should double-check your link, check if URL and 'how it appears in the email' field is different or matching.

  • @ZA-lw8wj
    @ZA-lw8wj 3 роки тому

    Thanks a lot from Korea

  • @johnshipps441
    @johnshipps441 2 роки тому +1

    Excellent video and very clearly demonstrated! I'm new to Salesforce and am trying to figure out if I can have an email be automatically generated to a new lead that arrives in from our website using Salesforce Web-to-Lead. Do you know if that's possible? Many thanks in advance!

    • @salesforceatlas
      @salesforceatlas  2 роки тому +1

      Hi John, thanks much appreciated! Sure thing, you can either use a form on your website and convert these forms into leads web-to-lead, or you'll have you do some more configuring with web-to-case then a flow that turns cases into leads. It shouldn't be too complex, check if you can follow this guide www.google.com/amp/s/automationchampion.com/2020/12/17/email-to-lead-with-the-help-of-salesforce-flow/amp/

    • @johnshipps441
      @johnshipps441 2 роки тому +1

      @@salesforceatlas Thanks for your reply! We already have web-to-lead setup and working. Now I want Salesforce to auto generate an email to these new leads. So when a new lead comes in, Salesforce sends them a welcome email automatically. How would I set that up? TIA!

    • @salesforceatlas
      @salesforceatlas  2 роки тому +2

      @@johnshipps441 Alright, I see. Yes, a new Flow will help you in this task. You need a record-triggered Flow for leads object and specify to trigger it when a record is created only (your new lead). You can add any other conditions like email field is not blank etc. Then add the 'send email alert' element and test/activate your flow (make sure you have create an email alert in setup, and you'll need to add an email template to this email alert).

  • @Gianizzle2002
    @Gianizzle2002 2 місяці тому

    Is it possible to reference these templates using Outlook for Salesforce plug in?

  • @eliasastudillo6966
    @eliasastudillo6966 2 роки тому +1

    how do you enable the "Edit in Builder" button on an email template on right top of page layout?

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      Hi Elias, please watch the beginning of the video I'm showing it step-by-step. Note that the builder is only available to specific Salesforce editions like developer, enterprise and few others

    • @eliasastudillo6966
      @eliasastudillo6966 2 роки тому +1

      @@salesforceatlas I already watched it. I have builder in Sandbox and Production, and in Sandbox this button shows up ("Edit in Builder") while in production it does not shows up. Is there any permission somewhere how to add this button?

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      @@eliasastudillo6966 what is your production org edition?

    • @eliasastudillo6966
      @eliasastudillo6966 2 роки тому

      @@salesforceatlas
      These are the steps:
      Create a permission set
      Under System Permission, check "Access drag-and-drop content builder"
      Manage Assignments (Assign permission to some users)
      you were right, answer is at beginning of the video. Thanks !

  • @reshmasusanjohn2307
    @reshmasusanjohn2307 2 роки тому +1

    after this do u know how to update the status of a case to custom value

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      Hi Reshma, thanks for reaching out. I would start with creating extra values for status field on cases via object manager then depending on the steps/work you're planning to do add a record-triggered flow that would update cases automatically based on some criteria

  • @Sakura-d8i
    @Sakura-d8i Рік тому

    How can I add videos to the email template?

  • @MK-gz6ws
    @MK-gz6ws 3 роки тому

    Thank you for the tutorial. Are we able to re-size or remove the large blocks of color of either side of the text? They seem so out of proportion.

    • @salesforceatlas
      @salesforceatlas  3 роки тому

      Hi MK, thank you! 😊 In the email template builder click on the block and go to 'style' in the right hand side. There you can change the background color to white or add a background image and update 'body' color & margin. I would go with white color the blocks seem to be fixed size.

    • @MK-gz6ws
      @MK-gz6ws 3 роки тому

      @@salesforceatlas Thanks so much for your reply! I wonder what the thought was in putting the large blocks on either side - a Salesforce kind of branding, perhaps? Anyway, much appreciate your video. Might you have done one on creating Enhanced Letterheads in Lightning?

    • @salesforceatlas
      @salesforceatlas  3 роки тому

      @@MK-gz6ws Perhaps, not their branding but a way to adapt to different screen sizes (phones, tablets and PCs). There are some other email generating systems that also use these blocks on each side. Yes, good idea! I am considering to do a video about it 😊

    • @MK-gz6ws
      @MK-gz6ws 3 роки тому

      @@salesforceatlas Ahh that makes sense, thanks. I shall look forward to the next video :)

  • @salomechari1984kate
    @salomechari1984kate 2 роки тому

    Thanks a lot for this. Is the email builder available in Essential package?

    • @salesforceatlas
      @salesforceatlas  Рік тому

      Hi Salome, unfortunately not. Available in: Professional, Enterprise, Unlimited, Performance, and Developer Editions

  • @JonathanHanemann-c2n
    @JonathanHanemann-c2n 4 місяці тому

    how do I attach a pdf to an email template?

  • @UltimateSportsFX
    @UltimateSportsFX Рік тому

    I'm in Permission Sets and don't even see "Access drag-and-drop content builder" what am I missing?

    • @salesforceatlas
      @salesforceatlas  Рік тому

      Hi there, the builder is available to Professional, Enterprise, Unlimited, Performance, and Developer Editions. See if your edition meets the requirements.

  • @JonathanHanemann-c2n
    @JonathanHanemann-c2n 11 місяців тому

    I created an emailt emplate in lightning and when I try to insert that template into an email to a lead, it says I have no templates. I can't spernd anuy more hours doing this. NO TUTORIALS HELP ME, Awful user experince

  • @neelimamurathoti6455
    @neelimamurathoti6455 2 роки тому

    How to add custom object fields and standard object fields in custom email template

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      Hi Neelima, we can't add anything on our end, it's on Salesforce's roadmap. We have to wait until they add on more fields/other features

  • @BugsbunnyEh
    @BugsbunnyEh 11 місяців тому

    I came here for salesforce email template but now, Dang i would marry her

  • @SolbrittAndersen
    @SolbrittAndersen 2 роки тому

    @SalesforceAtlas Thanks for a great video! Do you really need to be an admin to have the right to create email templates? My marketing user (that is not an admin) gets the error: "Insufficient access rights on Cross Reference Id". I have given the user the permission to create templates and use folders. Thanks!

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      Hi Solbritt, looks like they can't access objects/records that they're are trying to reference in the template. See if their profile has read or read/write access to those objects or even specific records

  • @dariusz_grzegorczyk
    @dariusz_grzegorczyk Рік тому

    "Builder is available to Professional, Enterprise, Unlimited, Performance, and Developer Editions. "

  • @anumalladheeraj4697
    @anumalladheeraj4697 2 роки тому

    Hi, need a quick support from you related to email send, can we please connect for a while.

    • @salesforceatlas
      @salesforceatlas  2 роки тому

      Hi Anumalla! Sorry, its a busy time and may not connect instantly but let me know on here about your email send issue.