Trailhead Email Templates

In the upper right click create.

Trailhead email templates. In the local panel click templates. As a system administrator i created some letterheads to be use by standard users of my company but when standard users tried to create a new html email template using the letterhead created by me they get a message insufficient privileges see images bellow. Now navigate to setup administer communication templates email templates html using letterhead. Click insert on the pop up.

Trailhead is the fun way to learn trailhead is the fun way to learn learn in demand skills chances are your next job will require salesforce skills. Enter a name in the email template name. Build a reusable email template launch the trailhead simulator. Finally test your email template.

Select available for use. In this email template type we have to select letterhead and it is mandatory. Earn resume worthy credentials prove your skills and earn globally recognized credentials that lead to top jobs. Click on htmlusing letterhead.

Click email in the activity tab. Select the public facing general template from list that appears. Click email template and select from existing template. Select html using letterhead then click next.

You can add dynamic content to your email template. Insert them via the email template editor. Hand code them into your template. The best way ive found to do this is by exporting all email templates using dataloader then opening the file in excel and searching for quotdennis xquot.

Click the contacts tab. You may have to click more to find it click the insert create or update template icon. You can create your email template using classic email templates and use your letterhead and logo saved in documents. From setup enter email templates into the quick find box and click email templates.

From the marketing cloud apps bar click content builder and select content builder. Click on next button. Click choose your desired variable tag from the list. If you are using lightning there are 2 email buttons on the page layout one allows you to send classic email templates and the other one does not.

You have two options for adding variable tags to your email templates. Setup access to create email templates good afternoon salesforce support. Select all contacts from the menu then select sean forbes. For folder select unfiled public email templates.