Create new template

In Salesforce you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files.

Create your template:

• If you have permission to edit public templates, from Setup, enter and select Classic Email Templates.
• If you don't have permission, Login as Administrator to create a new template

1. Click New Template.
2. Choose the template type, and click Next.

1. Choose a folder in which you will store the template
2. To make the template available for use, select the checkbox "Available For Use"
3. Enter the name in the Email Template Name field
4. If necessary, change the Template Unique Name
5. Enter a Description for the template
6. Enter a Subject for the message
7. Enter the text of the message
8. If desired, enter merge fields in the template subject and text body. When you send an email, these fields are replaced with information from your records
9. Click Save

All created templates with the "available for use" checkbox will be available in the list when clicking on the Send Quote button.