Create an email template in Salesforce
Jennifer Smith
|
18 steps
|
2 minutes
Salesforce
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Heads Up! You have to be a Salesforce Admin to create e-mail templates.
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Navigate to [https://login.salesforce.com/](https://login.salesforce.com/)
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Click here.
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Click "View All"
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Click "Email Templates"
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Click "New Email Template"
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Click here:
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Give your e-mail a title - Type "1st Draft"
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Click here:
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Decide what time of Entity it will be.
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Click here:
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Decide whether you want to make it Private or Public.
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Click here:
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Type "Scribe Demo"
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Click here:
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Type "Hi Amanda, [[enter]]"
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Type " [[enter]]"
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Type "Thank you for your time...."
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Once you finish creating your draft e-mail. Go ahead and save it. Click here: