TIP OF THE WEEK: Recently Used Template in Salesforce Lightning Email
July 27, 2018 /
Posted in Salesforce Corner, Tips and Tricks
Are you sick and tired of having to choose required email templates when sending emails from a Salesforce record (e.g, contact) in lightning experience? Well, you can now a peace of mind.
Salesforce Spring ’18 release has introduced a simple enhancement to show a list of “Recently Used Templates” when you click on the “Insert, create or update template” button.
What does this mean? You can now select Templates you use on a regular basis instead of searching for them all the time! How great is this
Note: that you will only see 5 of the most recently used templates.