@@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
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
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
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
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.
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!
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/
@@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!
@@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).
Hi there, the builder is available to Professional, Enterprise, Unlimited, Performance, and Developer Editions. See if your edition meets the requirements.
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.
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?
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
@@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 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 !
@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!
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
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.
@@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?
@@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 😊
![BAK Jay - Find Out (For Your Love) [Official Music Video]](http://i.ytimg.com/vi/10FJO_XBCvY/mqdefault.jpg)
Brilliant! The initial setup was just what I needed.
Thanks, Wendy! 😊
Very helpful and the most straightforward video on RUclips about HTML templates in SalesForce Lightening! Thank you for such an amazing contribution!
Thank you, Sarmad!
I love that you start with the permission set!!!!
I love how thorough this is!
Thanks, Trevor! 😊
Amazing content even 2024!!
very helpful - just the help I needed
Thank you for the video, you did a fantastic job.
Thank you, LakshmiKavya! 😊
Thank you for sharing your knowledge!
Thank you! 😊
Hi. Is there a way that these salesforce lightning email templates can be used on the Account Engagement (Pardot) end of things?
Great tutorial, Thanks! 👍
Thanks, Thorstein! 🙂
Hi thank you for the effort you are making
is really helpful
Hi Nabil, I'm glad you find it useful. Thank you! 😊
Thanks for the tutorial, it was very helpful. Keep sharing your knowledge.
Hi Higgor, thank you for the kind words! I'm glad it worked for you :)
@@salesforceatlas Hi, in my organization I can't see the option "Access drag-and-drop content builder". What should I do?
@@higgor_piloto Hi, oh no what Salesforce edition are you on? - Professional, Enterprise, Unlimited, Performance?
@@salesforceatlas Essentials Edition. Is that why i don't have the option?
@@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
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
Excellent
Thank you so much; you rock!
Hi Shader, thank you so much and good luck! :)
Can we give the color to padding top and bottom margins??
Excellent information. Is it possible to create another video using flows instead of workflow to send the email? Thank you again for your time.
Hi, thanks a lot! There already should be a video with Flow :)
how do I attach a pdf to an email template?
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
great explanation video
Thanks, Pedro! Great to hear 😊
I came here for salesforce email template but now, Dang i would marry her
after this do u know how to update the status of a case to custom value
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
Thanks a lot from Korea
Thanks, Z A! 😊
Nyc
Do you know why there would only be an 'edit' option and not an 'edit in builder option'?
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.
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!
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/
@@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!
@@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).
How can I add videos to the email template?
I'm in Permission Sets and don't even see "Access drag-and-drop content builder" what am I missing?
Hi there, the builder is available to Professional, Enterprise, Unlimited, Performance, and Developer Editions. See if your edition meets the requirements.
Thanks a lot for this. Is the email builder available in Essential package?
Hi Salome, unfortunately not. Available in: Professional, Enterprise, Unlimited, Performance, and Developer Editions
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.
Hi Marlon, it may take extra work but you can try styling your rich text and playing with margins.
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.
Hi! You have to enable it in settings. See the beginning of the video :)
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?
Hi, thanks! You should double-check your link, check if URL and 'how it appears in the email' field is different or matching.
how do you enable the "Edit in Builder" button on an email template on right top of page layout?
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
@@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?
@@eliasastudillo6966 what is your production org edition?
@@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 !
@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!
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
"Builder is available to Professional, Enterprise, Unlimited, Performance, and Developer Editions. "
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.
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.
@@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?
@@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 😊
@@salesforceatlas Ahh that makes sense, thanks. I shall look forward to the next video :)
How to add custom object fields and standard object fields in custom email template
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
Hi, need a quick support from you related to email send, can we please connect for a while.
Hi Anumalla! Sorry, its a busy time and may not connect instantly but let me know on here about your email send issue.