Save for Later
This guide was created with Scribe in
2 minutes.
Sign in and create your own!
Create an email template in Salesforce
Jennifer Smith
|
0 step
|
2 minutes
Salesforce
alert ordinal icon
Heads Up! You have to be a Salesforce Admin to create e-mail templates.
1
Navigate to [https://login.salesforce.com/](https://login.salesforce.com/)
2
Click here.
Zoom Saved
3
Click "View All"
Zoom Saved
4
Click "Email Templates"
Zoom Saved
5
Click "New Email Template"
Zoom Saved
6
Click here:
Zoom Saved
7
Give your e-mail a title - Type "1st Draft"
Zoom Saved
8
Click here:
Zoom Saved
9
Decide what time of Entity it will be.
Zoom Saved
10
Click here:
Zoom Saved
11
Decide whether you want to make it Private or Public.
Zoom Saved
12
Click here:
Zoom Saved
13
Type "Scribe Demo"
Zoom Saved
14
Click here:
Zoom Saved
15
Type "Hi Amanda, [[enter]]"
Zoom Saved
16
Type " [[enter]]"
17
Type "Thank you for your time...."
Zoom Saved
18
Once you finish creating your draft e-mail. Go ahead and save it. Click here:
Zoom Saved
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe