Create Email Template
Use the Create Email Template action to create an email template in your Salesforce account.
Complete the following steps to use the Create Email Template action in your workflow:
1. Drag the Create Email Template action under Salesforce to the canvas, place the pointer on the action, and then click 
or double-click the action. The Create Email Template window opens.
or double-click the action. The Create Email Template window opens.2. Edit the Label, if needed. By default, the label name is the same as the action name.
3. To add a Salesforce connector type, refer to Supported Salesforce Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the Runtime Connector field, provide a valid Salesforce connector name. For more information about MAP CONNECTOR, see Using Map Connector.
6. In the Folder ID list, select or specify the folder under which you want to create the email template.
7. In the Template Unique Name field, enter a unique name for your template. This name should contain alphanumeric characters and underscores, should start with a letter, should not contain two consecutive underscores, and should not end with an underscore.
8. In the Name of the Template field, provide a unique name for the email template that you want to create.
9. In the Encoding list, select the encoding type of the email template.
10. Provide the Subject of the email template.
11. In the Select Template Type list, select the type of template that you want to create, and perform its respective task:
Service | Task |
|---|---|
Text | No action required. |
HTML Email Template | a. In the Letter Head list, select or specify the ID of the brand template associated with the email template. The brand template supplies letterhead information for the email template. b. In the Template Style list, select a style for your template. c. In the HTML Body field, provide the content of the email message, including HTML coding to render the email message. |
Custom Email Template | No action required. |
VisualForce Email Template | a. In the Recipient Type list, select the email recipient. b. In the HTML Body field, provide the content of the email message, including HTML coding to render the email message. |
12. Click Show additional fields.
13. Provide a Description for the template.
14. In the Email Template Body field, provide the content that you want to add in the email template.
15. In the Available for Use list, select true if you want the email template to be available for use; otherwise select false.
16. In the Owner ID list, select or specify the ID of the user who owns the template.
17. Select Form to provide inputs for individual input fields listed in the form, or select Assign JSON to specify a single JSON with all required inputs.
If you chose Form |
|---|
Under the Additional Fields section, click Add, and do the following: a. In the Field Name field, provide the name of the Email Template entity UI field that you want to add. The field name should be similar to the field name specified in the API documentation. b. In the Value field, provide the value for the specified field. Click Add to add multiple field name-value pairs. Click  to delete any field name-value pair that you added. |
OR
If you chose Assign JSON |
|---|
In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format. |
18. Click Done.
Output schema
