And back to my channel, my name is Emily and I have made a lot of videos about Salesforce. Today, I will be showing you how to create an email template within Salesforce. Salesforce email templates are important for various reasons as they can assist with different automations such as lead automation tools, case automation tools, and approval processes. It is crucial to have these templates in place before starting on your automations in order to have a clear head and avoid the need to go back and create the email template later on. Now, let's proceed to the setup and search for email templates. In the quick find, search for "email temp" and then choose "classic email templates". Since this video is recorded in the classic environment, we will be working within that. However, it is worth noting that Salesforce is gradually being moved over to a new environment. Among the most important email templates is the one for new leads or lead auto-response roles. This template should provide information about when the customer can expect a response, express gratitude for joining the email list or submitting their information, and assure them that someone will be in touch promptly. This automation tool is vital to ensure that new customers feel valued. Let's go ahead and use that example and create a new template. At this stage, we have several options: text, HTML, custom, or visual force templates. For simplicity, we will choose the text template since that is likely why you are watching this video. Now, we can incorporate merge fields into our email template. Merge fields act as placeholders for the actual customer data that we want to include. For instance, if we want to address the customer by their name, we can utilize the merge field for...
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