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Salesforce.com – Using Email Templates for “One-Off” emails

By September 29, 2016No Comments

Another way to use the email templates is to not “blast” the emails, but to send them one at a time.  For instance, in a contact record, I may mouse over the history area and click “Send Email”.

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This of course allows for the emails to be sent and recorded directly from Salesforce but you need a template.  You can manually write it but that would be a little tough.  So, “select a template” instead and have it filled in.

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Once the template is selected it fills in everything but provides you the opportunity to customize just a little bit more for that one email.  Maybe a comment to the person directly about last month’s phone call, an upcoming event or maybe a request for a meeting specific to their needs.  This just really helps your users not have to type the same thing every time (and helps with spelling, marketing needs, standard messaging, etc.).

Some will create a template that is more like a signature to which you can also select that each time.

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