Your Complete Guide to Salesforce Lightning Email Templates

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• Engage your audiences with beautiful, branded portals, forums, and sites.
• Pick your Salesforce data out of the crowd!
• thoughts on “Customize Your Salesforce Homepage with the Lightning App Builder”
• Your Quick Introduction to Extended Events in Analysis Services from Blog…
• Set a custom look that adapts to every user.

The next thing to be aware of the .svg file, which is an image type. This file works differently for Lightning page templates than Lightning components. For a component, an .svg would show up in the left-hand bar of the Lightning App Builder. For a Lightning page template, it shows up on the screen where you select which template you want to use. No matter what you do, your custom templates will appear in the new page wizard, but if you leave the .svg alone, it will be hard to distinguish your templates from each other.

Ensure the provided email template was created using the Email Template Builder and doesn’t contain Salesforce files. Hey Paul – thanks for you very helpful post. Its super useful to add this step also – “Create Folders for Lightning Email Templates” checked in Sys permissions for your user profile. Cross-object merge fields still aren’t supported (though there’s a long-standing, popular idea that Salesforce are very much aware of). You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking.

Engage your audiences with beautiful, branded portals, forums, and sites.

Also, there is no full-width footer element that can be useful sometimes. There shouldn’t be any additional permissions as far as I am aware, if the template is sending at all. Add the merge field to the page layout and log in as the user to check that they can see the field normally. If they can’t, then it’s a permissions thing.

Customers can access critical data in their profile, cases, claims or custom objects. You can have multiple homepages in Lightning, assigned as the org default, or assigned to Apps or specific profiles. This ensures that different groups of users see what’s relevant to them. I am a System Admin and created a Lightning Email Template with the Template Builder. I saved the template in the Public Email Templates folder, but when I try to insert a template it does not appear in the list of available templates.

Pick your Salesforce data out of the crowd!

I have created a lightning email template that is connected to email alerts. I am creating a flow that will send a schedule-triggered email every day to people whose membership to our organization will expire in 30 days. I have the custom objects created and the flow rules set up to only send to those whose membership hits the 30-day window each day. The left panel of the standard layout is not flexible and the right panel is too narrow to show list components in the "Enhance List" mode. Because of this reason, it is useful only to show the activity timeline, non-enhanced lists or chatter but not lists of related objects with full details or more data-rich elements.

Empower customers with direct access to data and processes so customers can update their account, access information, and complete any action. Set up rich, responsive digital experiences with readymade templates — or build your own to suit your specific needs. A post on the best Third-Party Components would be appreciated. Targeted Dashboards and product videos or how to’s via the YouTube player component which is beneficial to different business units and a rich text editor. A list of the top Third-Party Components would be great.

thoughts on “Customize Your Salesforce Homepage with the Lightning App Builder”

How to replace with the new home page for a particular profile. I created a Salesforce homepage for a recruitment team and included some useful views to show open and closed jobs, as well as a report chart. Just for reference, here’s an example of the standard default Home page. Think of this as the “before” in this Home page makeover. Click App and Profile, then click Assign to Apps and Profiles. Add Today’s Events to the lower left region and add Key Deals to the lower right region.

I get an error every time I have a merge field in the template, regardless if the merge is for the recipient or account. The flow does not recognize the field. I would like to personalize the email as much as possibe. As discussed, you can use these in an Email Alert, or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create, or update template button, which users can click to select the template that they want.

Customize your experience with drag-and-drop components. Choose from our library of prebuilt, drag-and-drop components with Experience Builder. Eliminate lead conflict, automate lead routing, and streamline quoting. And with Einstein AI, partners can intelligently surface the content and files they need to be more productive. Use Salesforce Knowledge to create a responsive portal where customers can search for answers to their most pressing questions about your product and brand.

Step through the wizard and name the page New Home Page, select the Standard Home Page template, and then click Finish. From Setup, enter App Builder in the Quick Find box, then click Lightning App Builder. In Lightning App Builder we can create a new home page and have it leverage our fancy new template.

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If they can, then it’s time to log a ticket with Salesforce Support team. In Classic we relied heavily on enhanced letterheads. Is there an equivalent functionality in Lightning’s Builder? When I’ve tried using enhanced letterheads in Lightning the “edit in builder” option isn’t available.

We’ll tweak the position of the components on the standard Home page layout slightly to give you an idea of what’s possible. To edit an existing page, you can click from the Home page, and then select Edit Page to create a copy of the current page to edit. If a customized page exists and is active, selecting Edit Page opens that page to edit. We also encourage everyone to dive in and make your own!