#Email Template1 discussing

I'm pleased to announce that Email Templates are now supported in Dashboard/Lens/Recipe Output for CRM Analytics app. If you are interested in implementing this new feature, please read this article. 

#Email Template #CRM Analytics #Reports & Dashboards

Hi everyone,

We’re currently in the process of setting up Marketing Cloud Advanced and want to create and manage various email templates for our campaigns. However, we’re having trouble finding clear documentation or guidance on:

1. Where to create or manage email templates within Marketing Cloud Advanced.

2. The best practices for designing reusable and dynamic templates.

Any tips, resources, or step-by-step instructions would be greatly appreciated. Thanks in advance for your help!

I have an Approval Process. For first step I am not using any Email Template. But for second step I am using Custom Email Template. Now, How can I insert Approval Link in that Email Template. I have already used {!ApprovalRequest.External_URL} and {!ApprovalRequest.Internal_URL}, It throwing error as shown in image. It saying that, "already Responded" but it was not responded by anyone. I think, It giving link for First step of Approval Process when I use above merge fields. But I need for second step.

Is there any way to implement this ?

#Approval Process #Email #Classic Email Template #Email Template #Automation #Trailhead

Hi team, I am observing a change in behaviour. When a field {opportunity.Link} is used in email template to include the record link in the email, It worked completely fine. When a partner user clicked on the URL, it would redirect to partner portal page successfully. Till last month it worked fine but this month the URL isn't working and throwing the error. Although the user has access to the record, object and no changes made on the template. May I know if salesforce has introduced anything new related to template URLs? Or is there any other reason?

#Sales Cloud  #Trailhead  #Salesforce Developer  #Email Template  #Salesforce Admin  #Salesforce

Hola grupo!

Estoy explorando la funcionalidad de Google Annotations para mis emails , y si bien logré configurar los parámetros y que estos se levanten en el preview tool que nos facilita Google, no estoy muy seguro cuál es la mejor forma de testear el mensaje .

Entiendo que no siempre se renderizará la annotation, pero ¿conocen alguna manera que les haya funcionado para testear?

Gracias !

This is driving us mad that simple spell check functionality is not working when composing emails on Salesforce. I tried to check on Chrome settings and everything looks fine. Is there a hack for this? 

Any help is greatly appreciated. 

Thank you, 

Mit

#Email Template  #Spell Check  #Sales Cloud  #Service Cloud  #Trailhead  #Automation

I have an Email template created which I later use in a flow as an Email Action (not an Email Alert). The template uses the merge fields {{{Sender.FirstName}}} {{{Sender.LastName}}}.

However, I am not sure how SF is defining who the sender of the email is because in the flow I am sending this email to a lead that is always assigned to USER A. The flow is created by USER B.

The email action settings are defined so that the "Sender Email Address" is the owner of the lead (his mail is assigned as an organization wide address).

The name of the sender is coming in okay on the email sent, but the merge field from the Email template are not.

The merge fields is picking up the first name and the user that created the lead and the flow (this is an admin user and the lead creation is with a third party integration).

Can this be modified or fixed so that {{{Sender.FirstName}}} {{{Sender.LastName}}} pickup the name of the lead owner? Thank you!

#Flow  #Email Template  #Mail Merge Field

Interesting request from a user to have a new tab listing Email templates.

What would the rules that may apply to email templates to say that they are bad?

Not used in flows or in workflows?

What else?

Please see the related item in the backlog: