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Workflow enables you to create email templates that you can customize and later use with email notifications on workflow actions. See Notifications for more information.
There are two types of email templates:
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To configure an email template, click New Email Template, or:
Name: Enter a name.
Important: You need to include styles in your HTML code using the <style></style> syntax. Email templates do not support cascading style sheets (CSS).
Go to Setup > Case Management > Email Templates to access the configuration workspace where you can create or edit a new email template.
You can sort the list of existing email templates in ascending or descending order by clicking a header label or Sort icon above the list. You can also do a simple search by entering a keyword in the Search field, or filter by Type, Name, and Email Body properties using the Advanced Search link.
You can perform these actions on an existing template, depending on the template type:
Edit: Edit the object properties.
Delete: Enables you to delete an existing Custom type template. You cannot delete a Default or System type template and you cannot undo this action. You can use the Download Data action to save a backup of the template that you can later use to reload the template.
Note: The Delete action only appears for custom templates. You cannot delete a system template.
We also provide these buttons on the Email Templates Editor, depending on whether you are adding or editing a custom or system email template: