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Email Templates are configured in Setup / Extensibility / Templates / Email |
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Email templates are used to notify account contacts and users when system events such as dunning, billing and invoicing activities occur (e.g. an email sent when payment is overdue). Email templates can be configured with variables to provide dynamic data in email messages (e.g. a contact's name, account id, account balance, etc.).
Prerequisites
Locales need to be setup under
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the Owner Configuration screen.
Email Templates Panel
The Email Templates panel on the left of this screen allows you to select existing templates to view and edit on the Edit Email Template panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
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The information in this panel reflects the currently selected template. From here you can change the email template configuration (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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