Salesforce Classic vs Lightning Email Templates: Pros, Cons, Features & More

Ever wondered what the differences are between a Lightning Email template and a Classic email template?
This video will review how to create a classic email template and a lightning email template from scratch. We will show the features that we recommend you turn on for email tracking, email template folder creation and more! Learn the pros and cons for each type of template and when you should use each one.
You will learn:
- How to turn on HTML Email Tracking
- How to enable Enhanced Email
- How to Change your Email Attachment Settings
- How to configure standard email footers
- How to create Classic Letterhead
- How to create a Classic Email Template with field merges and formulas
- How to create a Lightning Email Template
- How to see whether a Contact opened your email
- Pros and cons for both types of email templates
Salesforce Resources:
Enable HTML Email tracking in Salesforce: help.salesforce.com/s/article...
Salesforce Classic Email Templates: help.salesforce.com/s/article...
Salesforce Lightning Email Templates: help.salesforce.com/s/article...
Enable Folders and Enhanced Sharing for Email Templates: help.salesforce.com/s/article...
CHAPTERS:
---------------------------------------------------
0:00 Intro
0:22 Enable Email Tracking
1:01 Enable Enhanced Email
1:18 Email Attachment Setting Review
1:46 Configure Email Footer
2:45 Create Folder for Classic Email Templates
3:41 Create a Blank Letterhead
5:12 Create Classic Email Template with Field Merges
10:28 How to Add Link in Email Template
10:50 How to show/hide text using formulas
14:07 How to Test Email Template
17:15 Access Email Template Tab
17:48 Turn on Folders and Enhanced Sharing
18:15 Create a Lightning Email Template Folder
18:38 Create Lightning Email Template
24:15 Test Lightning Email Template
27:54 Wrap-up
Music:
Song: Imaginations
By: Sum Wave on Epidemic Sound
Song: Pure North
By: Sum Wave on Epidemic Sound
Song: Paridisio
By: Sum Wave on Epidemic Sound
Song: Evening Mood
By: Sum Wave on Epidemic Sound
Song: Curated Light
By: Sum Wave on Epidemic Sound
Song: Il Sole Splende
By: Sum Wave on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: / fernandescheryl
Blu Ninjas on LinkedIn: / blu-ninjas
Blu Ninjas How To's: bluninjas.com/how-tos/
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[@kazar54]

Cheryl with another great video showing SF features for us day to day users in the trenches so to speak! Helping make our day to day workflow more efficient using SF with confidence! Thanks Cheryl!

[@BluTigerAcademy]

@kazar54 You are very welcome, we are so happy you continue to find our videos helpful. While working on the list email and mass email video, we saw the need to do a video on email templates first. We should have the video out on how to use the mass email and list email functionality within the next week or so.