Creating Classic Email Templates in Salesforce

Four unique types of Classic Email Templates are at your disposal: Text, HTML with Classic Letterhead, Custom, and Visualforce. Here are the steps you need to take using the Salesforce Setup Page.

• Click on the gear icon in the upper-right corner and select Setup

• In the Setup Home menu, search for "Email Template" to find the Classic Email Templates

• Within the Classic Email Templates page, it is possible to toggle through different categories of email templates using the Folder option. Click edit to make changes to an already existing email template.

Within each folder, it is possible to create a new email template. To do this, simply select New Template.

After navigating to the New Template creation stage, you may choose the type of email you would like to create. For example, you may wish to build a Text or HTML email format.