Salesforce Lightning Email Tem…

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#salesforce #salesforceadmin #lightningemailtemplates

Create email templates with the lightning email template builder.

Follow the steps below to activate the email builder.

1. Permission sets:
Setup – System permissions – Access drag-and-drop content builder – Manage Assignments (assign users)

2. Folders and Enhanced Sharing:
Setup – Lightning Email Templates – switch it ‘On’

Note: Make your images publicly available. Builder is available only in: Professional, Enterprise, Unlimited, Performance, and Developer Editions.

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14 thoughts on “Salesforce Lightning Email Tem…

  1. Hi, need a quick support from you related to email send, can we please connect for a while.

  2. how do you enable the "Edit in Builder" button on an email template on right top of page layout?

  3. 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!

  4. Do you know why there would only be an 'edit' option and not an 'edit in builder option'?

  5. 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.

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