Salesforce Lightning Email Template Builder 

Thanks, Wendy! 😊

Thank you, Sarmad!

Thanks, Trevor! 😊

Hi, thanks a lot! There already should be a video with Flow :)

Thank you, LakshmiKavya! 😊

Hi Reshma, thanks for reaching out. I would start with creating extra values for status field on cases via object manager then depending on the steps/work you're planning to do add a record-triggered flow that would update cases automatically based on some criteria

Hi! You have to enable it in settings. See the beginning of the video :)

Thank you! 😊

Hi there, have you assigned the permission to use the builder? You won't see the button without the permission. Have a look its in the beginning of the video.

Hi there, the builder is available to Professional, Enterprise, Unlimited, Performance, and Developer Editions. See if your edition meets the requirements.

Hi, thanks! You should double-check your link, check if URL and 'how it appears in the email' field is different or matching.

Hi John, thanks much appreciated! Sure thing, you can either use a form on your website and convert these forms into leads web-to-lead, or you'll have you do some more configuring with web-to-case then a flow that turns cases into leads. It shouldn't be too complex, check if you can follow this guide www.google.com/amp/s/automationchampion.com/2020/12/17/email-to-lead-with-the-help-of-salesforce-flow/amp/

@@salesforceatlas Thanks for your reply! We already have web-to-lead setup and working. Now I want Salesforce to auto generate an email to these new leads. So when a new lead comes in, Salesforce sends them a welcome email automatically. How would I set that up? TIA!

@@johnshipps441 Alright, I see. Yes, a new Flow will help you in this task. You need a record-triggered Flow for leads object and specify to trigger it when a record is created only (your new lead). You can add any other conditions like email field is not blank etc. Then add the 'send email alert' element and test/activate your flow (make sure you have create an email alert in setup, and you'll need to add an email template to this email alert).

Thanks, Thorstein! 🙂

Hi Higgor, thank you for the kind words! I'm glad it worked for you :)

@@salesforceatlas Hi, in my organization I can't see the option "Access drag-and-drop content builder". What should I do?

@@higgor_piloto Hi, oh no what Salesforce edition are you on? - Professional, Enterprise, Unlimited, Performance?

@@salesforceatlas Essentials Edition. Is that why i don't have the option?

@@higgor_piloto Yes, unfortunately it's not available to all editions.. You can access the builder (and permissions) in Playground (Developer edition too), but that's all for now

Hi Marlon, it may take extra work but you can try styling your rich text and playing with margins.

Hi Shader, thank you so much and good luck! :)

Hi Nabil, I'm glad you find it useful. Thank you! 😊

Thanks, Pedro! Great to hear 😊

Thanks, Z A! 😊

Hi Elias, please watch the beginning of the video I'm showing it step-by-step. Note that the builder is only available to specific Salesforce editions like developer, enterprise and few others

@@salesforceatlas I already watched it. I have builder in Sandbox and Production, and in Sandbox this button shows up ("Edit in Builder") while in production it does not shows up. Is there any permission somewhere how to add this button?

@@eliasastudillo6966 what is your production org edition?

@@salesforceatlas These are the steps: Create a permission set Under System Permission, check "Access drag-and-drop content builder" Manage Assignments (Assign permission to some users) you were right, answer is at beginning of the video. Thanks !

Hi Salome, unfortunately not. Available in: Professional, Enterprise, Unlimited, Performance, and Developer Editions

Hi MK, thank you! 😊 In the email template builder click on the block and go to 'style' in the right hand side. There you can change the background color to white or add a background image and update 'body' color & margin. I would go with white color the blocks seem to be fixed size.

@@salesforceatlas Thanks so much for your reply! I wonder what the thought was in putting the large blocks on either side - a Salesforce kind of branding, perhaps? Anyway, much appreciate your video. Might you have done one on creating Enhanced Letterheads in Lightning?

@@MK-gz6ws Perhaps, not their branding but a way to adapt to different screen sizes (phones, tablets and PCs). There are some other email generating systems that also use these blocks on each side. Yes, good idea! I am considering to do a video about it 😊

@@salesforceatlas Ahh that makes sense, thanks. I shall look forward to the next video :)

Hi Neelima, we can't add anything on our end, it's on Salesforce's roadmap. We have to wait until they add on more fields/other features

Hi Solbritt, looks like they can't access objects/records that they're are trying to reference in the template. See if their profile has read or read/write access to those objects or even specific records

Hi Anumalla! Sorry, its a busy time and may not connect instantly but let me know on here about your email send issue.