Tag Archives: Email Template

How to Send an Email to a Quote Owner

In this blog, we are going to discuss ”How to send an email to a quote Owner”. Emailing a Quote in Salesforce for the customers is done for the approval process from the customers. The quote must be approved by the customers. Emailing a quote is done by attaching a PDF Quote to the customer’s or… Read More »

How To Create A Quote Template In Salesforce?

This blog will discuss how a user can create a Quote Template in Salesforce. Below are the steps to create a Quote Template in Salesforce: – Firstly, log in to your Salesforce Org. Secondly, go to Setup and Enter Templates in the Quick Find Box. In addition, click on “Quote Templates” in the Lightning Experience.… Read More »

How to use Email Template in Standard Salesforce Flow

In this blog, we will discuss how to How to Use an Email Template in Flow. To use Email Template in Flow, you need to go through two steps which are as follows. Create Email Template Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select… Read More »

How to configure Email Deliverability Settings for Email Notification

Creating email templates in Salesforce is an easy way to send an email notification that can save you a huge amount of time. Salesforce provides various types of email template – Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce The Advantages and Disadvantages of each email Template are as follows :- Text Pros –… Read More »