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H-4. Using Email Templates in Salesforce

Published: 09 Nov 2015 by Wiki Contributor in Wiki

In this guide we will setup and use Email Templates

To setup an Email Template please click on My Settings listed under your Salesforce user name

MME Email Template 02

Here we can also create an Email Signature for outgoing Emails

MME Email Template 03

And here is where we can Edit or Create new Email Templates

MME Email Template 04

The Create New Email Template window

MME Email Template 05

Once you have created your Email Template you can select it from within the Match My Email compose new message window

MME Email Template 01

 

Discussion:

  • Steve Finn Steve Finn 2018-01-08 15:02:40

    Is there a way for MME to 'remember' the signature that is selected? This way, the user does not have to select from a template each time they respond to an email message?

    Is there a way for MME to 'remember' the signature that is selected? This way, the user does not have to select from a template each time they respond to an email message?

    Reply

  • Steve Finn says:
    January 8, 2018 at 3:02 pm

    Is there a way for MME to ‘remember’ the signature that is selected? This way, the user does not have to select from a template each time they respond to an email message?

    Reply

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