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How to Use Salesforce Email Templates via the Sidebar

For users of the Email Sidebar on:

 

3 min read

 

Importnat

Note that in RG Email Sidebar, Salesforce email templates with attachments can be inserted in Compose mode but without attachments, i.e., only the template text is inserted.


Email reply templates

Salesforce email templates help you effectively increase the speed of composing typical responses for the customers. With RG Email Sidebar Add-In / Chrome Extension you can use both popular Salesforce message templates and customized Lightning Experience email templates to initiate and maintain business correspondence. In addition to that, RG Email Sidebar will automatically populate the template you chose with key data retrieved from a relevant Salesforce record or the email’s body and signature. The templates can be easily customized in Salesforce according to your specific needs.

To compose a message based on a Salesforce email template in RG Email Sidebar opened MS Outlook on the Web or Desktop:

1. Compose a new message by clicking New email or Reply or select a message you want to respond to in MS Outlook Desktop or On the Web version

2. At the bottom of RG Email Sidebar, click More… > Templates

 

3. In the Email Templates dialog that appears, populate the necessary fields:

 

3.1. In the Template folder field, select a customly created Salesforce templates folder or leave the default folder All templates.
3.2. In the Template name field, select the Salesforce or Lightning Experience email template to use

Standard Salesforce templates selection:

 

3.3. In the Recipient record field, select the contact or lead to whom the email message is addressed. The record’s data will be autofilled in the template’s { } merge fields

3.4. In the Related to record field, select a record you want to link it with in Salesforce (for example, a support case or opportunity). The record’s data will be autofilled in the template’s { } merge fields

4. Click Insert to put the text of the template into a message you created or compose a new email based on selected template

Tip

In the latest RG Email Sidebar updates recently used templates are stored for quick selection

 

 

Custom Meeting Scheduler templates

In the latest RG Email Sidebar updates you can customize HTML layout and text content of standard messages used for organizing meetings via RGES’s Send meeting Time slots and Share calendar availability (Book me) features. There are three Salesforce templates involved:

1. the message containing suggested time slots link(s)

2. the message containing the parsed availability spans table link

3. the notification sent out after a time slot was selected

   

To create a custom template:

  • follow the steps provided in this Salesforce help article - Custom (without using Letterhead)

  • make sure to include the following parameters into the HTML template you create:

  • for template type 1 (time slots):

    • {!Duration} meeting duration that is set in Send meeting time slots step 1
    • {!TimeSlots} the list of meeting time slots URLs selected in Send meeting time slots step 2
    • {!TimeZone} meeting organizer’s time zone

  • for template type 2 (availability spans)

    • {!BookingURL} link to the parsed availability spans table generated by Meeting Scheduler

  • for template type 3 (notification sent out to the attendee(s))

    • {!Title} meeting title (subject) srting
    • {!Description} meeting description (body)
    • {!Date} meeting date string; the US time format is used, e.g. “June 15”
    • {!DateTime} the date and time string, as in the default notification
    • {!Invitees} list of email addresses of the attendees
    • {!Location} the location string

  • send your created custom templates’ unique names to Revenue Grid support team and we will enable them for your Org